Assigning a Filter ID to a Document Type Button - Front Office Scanning - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Front Office Scanning

Platform
OnBase
Product
Front Office Scanning
Release
Foundation 23.1
License
Premier
Standard
Essential

In order to apply a filter to a Document Type button, you must assign its corresponding Filter ID to the Document Type button. Only when the selected Data Set contains the same Keyword Values as the specified filters is the Document Type button displayed.

Multiple Filter IDs can be assigned to a single Document Type button to make the filter more restrictive. The same Filter ID value can also be assigned to multiple Document Type buttons, applying the same filter to more than one button.

To assign a Filter ID to a Document Type button:

  1. In the Front Office Scanning configuration file, locate the DocTypes element.
  2. Identify the DocType sub-element associated with the Document Type button you are configuring.
  3. Within the DocType sub-element, locate the FilterID setting. If this value is not present, add it to the DocType sub-element.
  4. Set the FilterID setting to the Filter ID value associated with the filter you would like to assign to the Document Type button (i.e., the Filter ID value setting assigned to the configured filter Keyword Value's Keyword sub-element of the Filter element).

    For example: FilterID="1"

    If a FilterID value is not specified for a Document Type button or if it is set to 0, then the Document Type button is always displayed.

    Tip:

    For more information on the Front Office Scanning configuration file's DocTypes element and its DocType sub-elements' settings, including the FilterID setting, see The DocTypes Element.

  5. Save and close the configuration file.