Filtering - 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

Data lists within the Unity Client can be filtered using operators and drop-down list options and by creating custom filters.

The following Unity Client layouts support filtering:

  • Custom Queries

  • Document History

  • Document Retrieval

  • Mailbox

  • Users

Note:

If you apply filtering to a Search Results list, the search results are updated to indicate the number of matching documents in the following format: [number of matching documents] Document(s) matched of [number of documents returned by the original query] found.

When working with filters, the following right-click options are available:

Option

Description

Clear Customizations

Select to remove column filtering and return to the default display.

Toggle Column Filters

Select to show or hide column filtering options in the layout.

When you hide filtering options, applied column filters are removed.

Clear All Column Filters

Select to clear all applied column filters.

Note:

When applying a filter to a Search Results list, the filter remains applied when performing a new document search. You must clear the filter's customizations to see the results of the new document search.