Configuring Folder Types for Folder Notes - 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

To allow notes, a folder must satisfy either of the following requirements:

  • The folder is based on a Folder Type configured as a parent folder for folder notes. These parent folders define the branch of the folder tree where folder notes are allowed.

  • The folder resides within a parent folder for folder notes. When you designate a folder as a parent folder for notes, all folders branching from that parent folder will allow notes.

Users can add notes to folders satisfying either of these requirements. If a note exists in any folder within the parent folder (including the parent folder itself), then the note is displayed in the Folder Notes pane from any folder in that branch of the folder tree.

The exception to this behavior is when a parent for folder notes contains another folder that is also configured as a parent for folder notes. In this case, the parent folder that is higher in the hierarchy will contain folder notes residing on it and all of its child folders, but it will not contain notes residing on the lower-level parent folder or any of that folder's child folders. The following diagram illustrates this concept:

In this illustration, the Folder Types for folders 1 and 2 are configured as parents for folder notes. The Folder Notes pane for the yellow folders displays all notes residing on only the yellow folders. The Folder Notes pane for the blue folders displays all notes residing on only the blue folders. When you configure a folder as a parent folder for notes, that folder acts as an isolated container for folder notes within that branch of the folder tree. This configuration allows a branch to contain multiple sets of folder notes.