Display Child Folders in a Pop-up List - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

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

Select this option to display child folders in a pop-up list when users open folders of this Folder Type. Users can then select the folder they need from the pop-up list. This setting works best for folders that contain many child folders.

Users can filter the folders in the pop-up list by typing characters in the list's filter bar. For example, if a user typed RECORDS FOR in the filter bar, then the list would display only folder names beginning with RECORDS FOR.

Configure the minimum number of characters that users must type into the filter bar before folders are displayed using the Characters Required to Run Query option. If a folder contains a large number of child folders, an unconstrained query for every child folder can hinder performance. By applying a character requirement, you can ensure users provide some constraints for the folders they need.

If a minimum is set, then the pop-up list displays the help text Type at least # characters to perform search, where # is the minimum number specified. If you leave the default setting of 0, then pop-up lists displays all child folders without waiting for user input.

If the Folder Type has only one child Folder Type configured, then the pop-up list's filter bar is prepopulated with the static characters that begin the child Folder Type's Auto-Name string. Static characters include the Folder Type name, which is represented by %N in the Auto-Name string. This feature saves users time spent typing characters that are the same for all child folders. If you configured the Characters Required to Run Query option, then the static characters do not count toward the minimum character restriction. This feature is not supported in the OnBase Web Client.

After a child folder is selected from the pop-up list, that folder is the only child folder displayed in the Folder Tree pane until the user clicks the parent again and selects a new folder. Each subsequent folder gets added to the Folder Tree pane, making it easy for users to work with a handful of folders within the list.

In the Folder Tree pane, an icon is displayed below the parent folder, indicating that more child folders can be retrieved. The user can click the icon to access the pop-up list and add more child folders to the Folder Tree pane.