Configuration Overview for Folder Type Custom Queries - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Records Management

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

Folder Type queries are configured similarly to Document Type and Document Type Group queries. As with other Custom Query types, both standard and HTML Custom Queries can be used to retrieve folders.

Before configuring a Folder Type query, notice the following limitations:

  • Folder Type Custom Queries can be executed in the OnBase Client, Unity Client, and Web Client.

  • Application Enabler does not support Folder Type Custom Queries.

Complete the following tasks:

  1. Creating the Folder Type Custom Query
    Perform these steps to designate a Custom Query as a Folder Type Custom Query.
  2. Configuring Custom Queries - Folder Type Query
    Perform these steps to assign Folder Types and retrieval Keyword Types to the query.