Filtering Documents in a Layout - StatusView - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

StatusView

Platform
OnBase
Product
StatusView
Release
Foundation 22.1
License
Standard
Premier
Essential

To find a specific document in the current layout, use filtering. Filtering allows you to filter the following portlet types simultaneously:

  • Custom Query

  • Document Knowledge Transfer

  • Forms

  • Workflow

  • WorkView Filter

To filter these portlet types, use the following procedure:

  1. Open the layout you want to filter.
  2. Click in the layout pane to ensure it is the active area of the window.
  3. Click the filter button or press CTRL+F. The filter field is displayed.
  4. Type the text you want to filter by in the field provided.
    • Only text in the first column of eligible portlets will be searched.

    • Wildcards are not supported.

  5. Press Enter. The applicable portlets are filtered to show matching documents or objects.
  6. To remove the filter from all affected portlets, refresh the layout. See Refreshing a Layout.
    To remove the filter from a specific portlet, refresh the portlet. See Refreshing a Portlet.