Filtering a Folder's History - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management
Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Standard
Essential
Premier

Use folder history filters to display a subset of actions performed on the folder.

Tip:

Save a filter to apply it to each subsequent Folder History window you open. This feature is helpful if you don't want to see an item for every time a user viewed a folder, for example.

  1. Right-click within the Folder History window and select Filter Items. The Folder History Filters dialog box displays actions you can use to filter the folder's history.
  2. Select Filter Folder History Items to turn on filtering. To turn off filtering, clear this option.
  3. Select or clear the types of actions you want to view. Available options are described in the following table:

    Option

    Description

    View

    Viewing the folder and its child folders.

    Delete/Undelete

    Sending the folder to Folder Maintenance or undeleting the folder.

    Add/Remove Items

    Adding/removing folder documents.

    View Keywords

    Viewing folder Keyword Values.

    Modify Keywords

    Changes to folder Keyword Values.

    Other

    Actions that fall outside of the above categories, such as the folder's creation.
  4. Select Set as Default Workstation Filter Settings to save the selected filter options.

    • This option saves the current filter as a workstation setting. Whenever a folder's history is accessed from the current workstation, the selected filters are applied.

    • If you do not select this option, then the default filter behavior remains unchanged.

  5. Click OK. The folder's history displays the actions you selected.
    The word (Filtered) is displayed in the Folder History title bar, indicating that filtering is turned on. To turn off filtering, see the following procedure.