Conducting a Custom Query - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

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

To conduct a Custom Query:

  1. On the Home tab, click Custom Queries.

    The Custom Queries pane is displayed with all available Custom Queries from which to select.

  2. To narrow the list of Custom Queries displayed for selection, enter text that is contained in the name of the Custom Query you want to use in the Find field.
  3. Select a Custom Query from the list of Custom Queries available. The Custom Query form is displayed. Some or all of the fields may be filled in automatically.
    Tip:

    You can hide or show the list of Custom Queries by clicking the blue arrow in between the list of Custom Queries and the Custom Query form.

  4. Complete as much of the form as necessary, by selecting, inserting, or editing the appropriate values. If necessary, click the Clear button or the Clear button configured on the Custom Query to clear all fields. If there are instructions at the top of the Custom Query form, be sure to follow them.

    When entering date options for your Custom Query, consider the following:

    • If you enter only a From date, all documents from that date forward will be found.

    • If you enter only a To date, all documents from that date backward will be found.

    • If you enter a From and a To date, all documents within the date range will be found.

      Note:

      You can include additional instances of a Keyword Type, or use Wildcard or Boolean operators to narrow the search.

    Depending on the configuration of the Custom Query, you may have access to external text search options using the Find Text in Documents pane. See Document Retrieval Using External Text Search for more information on the options in this pane.

  5. Press the Enter key, click the Search button, or click the Search button configured on the Custom Query itself. Documents that meet the search criteria are displayed, along with the name of the Custom Query and the number of documents that meet the search criteria.
    Note:

    If you used the external text search options in the Find Text in Documents pane, search results are displayed in an External Text Search Results window.

    Your system may be configured to automatically display one of the selected documents in the Document Viewer.

    Depending on a Custom Query's configuration, documents that meet the search criteria may be automatically grouped by one of the display columns.

    Note:

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

The tab contains various buttons. Click the drop-down button on the tab to display additional options.

The tab contains the following buttons:

Button

Description

Open in New Window

Click to open the Custom Query results in a new window.

Refresh

Click to refresh the Custom Query results.

Note:

When Custom Query results are opened in a new window, Refresh is available on the Document tab ribbon.

Add to Personal Page

Click to add the current Custom Query results to your Personal Page. After clicking this button, you can add a description for the tile before it is added to your Personal Page.

Add to Tile Groups

Click to add the current Custom Query results to a Tile Group. After clicking this button, you can add a description for the tile before it is added to the Tile Group of your choice.

Note:

This button is disabled if you are not configured to create or administer Tile Groups.

Send Query as Link

Click to send the current Custom Query results to an external user. After clicking this button, your e-mail client will open a blank e-mail that contains, depending on your configuration, a Unity Pop link or Unity Pop file to the Custom Query results.

Note:

This button is disabled if you are not configured to send Unity Pop links or files.

CAUTION:

Custom Query results sent as Unity Pop links or files include keywords as un-encoded plain text. Before you send a Custom Query in this way, consider who the recipient is and what keywords are included (i.e. social security numbers).

Note:

For more information on sending and receiving Unity Pop links and files, see Emailing Documents and Links to Documents.

Close All Tabs

Click to close all Custom Query results tabs. These results will no longer be available.

Depending on your configuration, the Filter tab may be displayed in the Custom Queries pane. For more information on the Filter tab, see Filtering Custom Query Results.