Filtering Columns - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Premier
Essential

Custom Queries that have been configured with display columns can be configured to allow a user to filter the Custom Query results set by criteria in various display columns.

Note:

Custom Written SQL Custom Queries cannot be configured for column filtering.

To configure Custom Query column filtering:

  1. Select a Custom Query in the OnBase Configuration module's Custom Query dialog box.
  2. Click Filter Columns.
  3. The Query Results Filter Columns dialog box is displayed:
  4. Double-click a column in the Available Columns list, or select it and click Add.
  5. The Filter Type Configuration dialog box is displayed:
  6. Select one of the following Filter Types:

    Filter Type

    Description

    Instance

    This filter is displayed as a list of values with the number of instances of that value.

    Tip:

    Use an instance filter for any data which has a narrow range of discrete values, such as a Keyword Data Set.

    Note:

    Instance filters are only available for alphanumeric Keyword Type Data Types, as well as the Document Name, Author, Document Type, Workflow Queue, Note Contents, and Note Type columns.

    Text

    This filter is displayed as a text box.

    Note:

    Text filters are available for all Keyword Type Data Types and columns.

    Pinch

    This filter is displayed as a slider, with two thumbs beneath a sparkline.

    Tip:

    Use a pinch filter for values with a moderate to large range, or when the user is unsure of specific range boundaries. Pinch filters should not be used for high precision or a small range of values.

    Note:

    Pinch filters are only available for non-alphanumeric Keyword Type Data Types, as well as the Document Date, Date Stored, Document Handle, Author ID, Arrival Time, and Note Count columns.

  7. Click Save.
  8. The selected column is displayed in the Selected Columns list.
  9. Repeat steps 4 and 8 to add additional columns.
  10. Order the filters in the Selected Columns list by selecting them and using the Move Up and Move Down buttons.
    Note:

    The order in which filters appear in the Selected Columns list is the order in which they will appear in the Unity Client 's Custom Queries pane.

  11. Click Save.