Filtering Custom Query Results - 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

Depending on a Custom Query's configuration, you may be able to filter Custom Query results using the Filter tab in the Custom Queries pane:

When the Filter tab is selected, the Custom Queries pane displays any of the filters that are configured for the Custom Query:

The following filter types are available:

Filter Type

Example

Description

Instance

This filter is displayed as a list of values with the number of instances of that value. As you select and clear values, the Custom Query results list updates accordingly.

Select or clear multiple values by holding the Ctrl or Shift keys and clicking. Select all values by pressing Ctrl + A.

Text

This filter is displayed as a text box. As you type in the text box, the Custom Query results list is updated accordingly.

When a text filter is configured for an alphanumeric Keyword Type, such as Vendor Name, a wildcard is automatically applied to the end of the value specified in the text box.

When a text filter is configured for a non-alphanumeric Keyword Type, such as a number or date, multiple values can be entered in the text box. Separate multiple values with a comma or semicolon. Ranges of values can be entered by using a hyphen. To find all values greater than the value entered in the text box, add a + after the value.

Note:

When specifying a date or a range of dates, you must specify a month, day, and year in a date format supported by OnBase.

Pinch

This filter is displayed as a slider, with two thumbs beneath a sparkline.The sparkline indicates the density of data over the range of values. Pinch the thumbs in this filter towards each other to narrow down the Custom Query results.

Note:

If two or less results are returned by the Custom Query, pinch filters are displayed as instance filters.

When you apply filters to a Custom Query, the number of documents that meet the search criteria is updated.

The order in which filters are displayed in the Custom Queries pane is determined by your system administrator.

Use the Reset button to remove any applied filters and return to the original Custom Query results list.

Note:

Filters in the Custom Queries pane are not updated when you apply a filter to a Custom Query results list. For example, a Custom Query includes an instance filter for Invoice # and a pinch filter for Invoice Amount. Invoice #1110 in your system is in the amount of $200.00. When you use the pinch filter to narrow down a Custom Query results list to invoices between $400.00 and $600.00, Invoice #1110 will still be displayed in the Invoice # instance filter.