Style and Formatting Tags - 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

Users may have trouble filtering a pop-up list containing folders with formatted auto-names. For example, suppose a Folder Type's Auto-Name string is Records for <BLUE>[Employee Name], and a user is looking for the Record for Jane Harper folder. When the user begins to type Jane, no matching folders are returned, even though this folder does exist.

This behavior occurs because the user must type out the formatting tags in the correct location within the folder Auto-Name. For example, to retrieve the Record for Jane Harper folder, the user must first type <BLUE> before typing Jane Harper.

If Folder Type Auto-Name strings in your system contain formatted text, consider displaying them using a method other than Display Child Folders in a Pop-up List.