Configuring Custom Queries - Document Type Query - System Administration - Cloud - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Cloud System Administration

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

Document Type Custom Queries limit searches by selected Document Types. In the Configuration module, select Queries | Custom Queries, select the query you wish to configure and click Document Types Query. Add the Document Types by which the query will be limited. If the Sort by Document Type option was selected in the Custom Query settings, Move Up and Move Down buttons are available to specify the order in which the selected Document Types will be sorted in the OnBase Client.

To further limit your search, click Retrieval Keywords to include in your Custom Query. The Keyword Types that are available for selection are the Keyword Types that are common to all Document Types that have been selected for the Custom Query.

Determine the order that the Keyword Types will appear in OnBase by selecting the Keyword Type and click Move Up or Move Down.