Attaching Documents Using a Custom Query - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Creating-an-ROI-Request/Attaching-Charts-and-Documents-to-a-Request/Attaching-Documents-Using-a-Custom-Query - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

Documents can be attached to a request using available Custom Queries. Custom Queries are predefined sets of search criteria that allow you to quickly access documents. They are configured by your system administrator.

To attach a document to a request using a Custom Query:

  1. From an open request, click the Add From Custom Query button from the Release of Information tab.

    The Add From Custom Query dialog box is displayed.

  2. Do one of the following:

    • Select a Custom Query from the Custom Queries list.

    • Search for a Custom Query by entering the name of it in the Find field. The list of available Custom Queries is updated as you type. Select the appropriate Custom Query.

    The Custom Query form is displayed. Forms differ depending on how they were configured.

  3. Complete the form as necessary according to the instructions (if applicable) and available fields, and click the Search button.
  4. Documents that meet the search criteria are displayed, along with the name of the Custom Query.

    Your system may be configured to automatically display one of the selected documents in the Document Viewer.

    Depending on a Custom Query's configuration, documents that meet the search criteria may be automatically grouped by one of the display columns.

    Note:

    If a Keyword Type that is used as a display column has more than one value for a document, the document is listed for each Keyword Value.

  5. To add documents to a request from the displayed Custom Query, do one of the following:

    • Select one or more of the documents as needed. Click the Add Selected button from the Release of Information tab.

    • Click the Add All button from the Release of Information tab to add all documents in the results list to the request.

    You are notified the list of attached documents was updated successfully. When you are finished, click the Close Window button to exit and return to the request.

    Note:

    The Add Selected and Add All buttons only apply to the currently displayed Custom Query results list.