Configuring Custom Queries - Folder Type Query - 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

Folder Type Custom Queries return folders of specified Folder Types. Use these steps to assign Folder Types and retrieval Keyword Types to a Folder Type query.

  1. In OnBase Configuration, select Queries | Custom Queries.
  2. Select the Folder Type query from the Custom Query dialog box.
  3. Click Folder Type Query to display the Custom Query Configuration dialog box.
    Note:

    If the Folder Type Query button is unavailable, make sure that By Folder Type is selected in the Custom Query's settings.

  4. Select the Folder Types to include in the query and click Add.
  5. If the Sort by Folder Type option has been selected in Custom Query Options, then the Move Up and Move Down buttons are available. Use these buttons to specify the sort order of Folder Types in query search results.
  6. Click Close.
  7. Click Retrieval Keywords to specify the Keyword Types by which users can search. Only Keyword Types common to all selected Folder Types are available.
  8. Select the Keyword Types to use and click Add.
  9. Click Move Up or Move Down to change the display order of Keyword Types in the OnBase Client. The Keyword Type order does not apply to Custom Queries that use an HTML form.
  10. Click Close.
  11. Continue configuring the Custom Query as described in the Configuration module help under the heading “Queries and VB Scripts.” Be sure to configure the following parameters:

    • User Groups

    • Icon

    • Display Columns

    • Sort Columns