Filtering Workflow Documents - 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

Depending on your Workflow solution's setup, you may be able to filter Workflow portlets to display a specific subset of documents. When you apply a Workflow filter, the portlet displays only documents belonging to the filter's assigned Document Types, and the filter's columns provide additional document information.

To filter a Workflow portlet:

  1. Click the Filter Items button in the upper-right corner of the Workflow portlet.

    The portlet displays a menu listing all filters available for any queue assigned to the portlet.

  2. From the menu, select the filter you want to apply.

    The portlet displays the documents that match the filter criteria. Only one filter can be applied at a time.

    Note:

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

    Note:

    Filters configured with an HTML form do not display the HTML form when they are applied in StatusView. Workflow portlets are filtered according the Document Types assigned to the filter.

    To remove a filter:

  3. Click the Filter Items button in the upper-right corner of the Workflow portlet.
  4. Select None.