When Keyword Types are assigned to a dynamic Folder Type, the Keyword values on the folder are the search criteria used to retrieve documents and display those documents in the folder.
If a dynamic folder has values for only some of these Keyword Types, then OnBase retrieves documents based only on those folder Keyword Types that have values. When a Keyword value is missing on a folder or a document, the folder may not display the desired documents. Likewise, if the assigned Keyword Types do not provide unique search criteria, a folder may display unwanted documents.
If a dynamic folder does not display the desired documents, check the folder Keyword Types being used to retrieve and display documents. As a best practice, assign the fewest number of retrieval Keyword Types necessary. Also verify the Keyword values on both the folder and the documents being displayed (or omitted). After accounting for missing values and making any necessary changes to the Keyword Types, test the dynamic folder to verify the expected documents are displayed.