Only Display Child Folders from Search - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 24.1
License
Premier
Standard
Essential

The search option allows users to retrieve child folders through a folder search. When this option is selected, the Find Folder dialog box is displayed when folders of this type are opened. This dialog box lets users enter Folder Type and Keyword criteria for the child folders they need.

Tip:

To allow users to search for folders across multiple Folder Types, create a Folder Type Custom Query. For more information, see Folder Type Custom Queries.

Ensure child Folder Types are configured as User Searchable if you choose this display option. Only searchable child Folder Types of the selected folder are available for searching, and only immediate child folders of the selected folder can be returned by the search.

Note:

This option has no effect in the classic File Cabinets window in the OnBase Client.

Note:

When a user finds and opens a child folder, it is added to the Folder Tree pane. Folders added to the tree from search results do not show up in the Child Folders pane when the parent folder is selected.