Document List Organization - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Unity-Client/Foundation-23.1/Unity-Client/Quick-Reference-Guides/General-Usage/Document-List-Organization - 2025-06-04

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Premier
Standard
Essential
ft:locale
en-US

Document lists can be organized to better suit your needs. Lists can be organized through grouping, sorting, column reordering and stacking, and filtering through operators and drop-down lists.

Grouping

Drag a column heading to the space above a data list to group the list by that column.

Sorting

Lists can be sorted by column values. Click on a column heading to sort the list in descending order. Click the column heading again to sort in ascending order.

Reordering and Stacking Columns

Click and drag a column to the area between two columns to move it to that location:

Click and drag a column onto the header of a different column to stack the columns:

Filtering

The Custom Queries, Document History, Document Retrieval, Mailbox, and Users layouts support filtering. Operators, drop-down lists, and custom filters are available methods of list filtering.

Click the operator button in the desired column to view available operators:

Click the drop-down list arrow to view available drop-down list options:

Note: Operator and drop-down list options vary by column.

Select Custom from a drop-down list to open the Custom Filter Selection dialog box. This allows you to create your own data list filter using conditions and operators.