Configuring Display Columns - System Administration - Cloud - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Cloud System Administration
Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 23.1
License
Essential
Standard
Premier

Custom Queries and Cross-References can be configured to display results with column headings based on Keyword Type, document property, or folder property.

Note:

Display Columns are not supported with Template-Based Cross-References.

Note:

Display Columns will not be respected when performing Text Search. Text Search results will be displayed in the External Text Search Results list window.

The document properties available for selection are determined by the selections in the Display Column Maintenance dialog box. See Configuring the Availability of Display and Sort Columns for more information.

Note:

Adding, removing or re-ordering columns in an existing Custom Query or Cross-Reference may remove user-specified column widths that were set in the OnBase Client.

  1. To specify the Display Columns contained in a search results list, click Display Columns from the Cross-Reference Assignment or Custom Query dialog box. The Display Columns dialog box is displayed.
  2. To add a column to the search results list, select it in the Available Columns list and click Add.
    CAUTION:

    Do not configure Keyword Types as display Keywords for Custom Queries if they may contain sensitive information or are configured as Security Keywords. The values of display Keywords in Custom Queries can be viewed by all users, even if the documents cannot be accessed by all users.

    To remove a column from the search results list, select it in the Selected Columns list and click Remove.

    Note:

    A maximum of 300 characters can be displayed in the Display Column headers within the OnBase Client.

  3. The order of the Selected Columns list determines the order of the data in the search results list. The data is displayed in columns from left to right determined by the order of the document properties in the Selected Columns list. The top most document property in the Selected Columns list is displayed in the left most column of the search results list, and the bottom most document property is displayed in the right most column.

    To move a document property to the left in the search results list, select it in the Selected Columns list and click Move Up until it is at the desired order.

    To move a document property to the right in the search results list, select it in the Selected Columns list and click Move Down until it is at the desired order.

  4. By default, column names are determined by the name of the selected document properties. The Titles displayed in the Selected Columns list reflect the current display names of their respective columns. To rename a column, select the desired column from the Selected Columns list and click Rename.

    The Rename Dialog box is displayed.

  5. Edit the title of the column appropriately.
  6. Click Save to return to save the title and return to the Display Columns dialog box.
    Note:

    A title is not retained if you remove the column from the Selected Columns list.

  7. Click Save.