Folder Filter Configuration - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Standard
Essential
Premier

Folder filters are Custom Queries that can filter or sort documents in a folder, helping users find the documents they need. When applied to a folder, a filter can perform the following functions:

  • Limit the displayed contents to documents indexed with a specific Keyword value. You can configure an HTML Custom Query to let users filter the documents by any Keyword Type mapped to the HTML form.

  • Limit the displayed contents to a subset of Document Types. For example, a dynamic folder may have multiple Document Types assigned to it, but users need quick access to only specific Document Types on a regular basis.

  • Organize and sort contents in a row and column format. A Custom Query can display information about each document in sortable columns.

Both standard and HTML Custom Queries can filter contents by Document Type. HTML Custom Queries also allow users to filter contents by Keyword value.

Note:

Folder filters are not supported for Workflow folders if you are using the Classic Client interface for Workflow or web-based Workflow.