Before making a filter available for folders, you must configure the Custom Query that will serve as the filter. A Custom Query cannot be used for both filtering and retrieving documents; once a Custom Query is configured as a folder filter, it is unavailable from the Custom Queries list in the OnBase Client and Web Client.
Both standard Custom Queries and HTML Custom Queries can filter folders, provided they have a Custom Query type of Document Type or Document Type Group. Standard Custom Queries will filter folder contents by the Document Types assigned to the query. HTML Custom Queries can filter folder contents using both the Document Types assigned to the query and the Keyword Types mapped to the HTML form.
If you use an HTML Custom Query, the HTML form is displayed when the filter is applied to the folder. If any Keyword Type fields are configured on the form, the user can filter folder contents by Keyword value.
The following procedure provides general guidelines for converting a Custom Query to a folder filter. For detailed information about configuring Custom Queries, see the Configuration module help under the heading “Queries and VB Scripts.”