Using Columns to Find Form Templates - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Unity Forms

Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Premier
Standard

You can enter text in the fields above each column to locate specific templates. You can use columns to find form templates in the following ways:

  • Enter text that is contained in the form's Template Name, Document Type, Document Type Group, or Status to find a form. The form templates displayed are narrowed to those templates containing the entered text.

  • Click the arrow to the right of the text field to display a drop-down list that contains predefined search options.

  • Change the search parameters by clicking the icon next to the text field above a column. Clicking the icon displays a drop-down list that contains search parameters that further narrow the search. The default parameter is set to Contains.

  • You can resize columns to show more or less of the text in the columns. When the Open Form Template dialog box is closed, the changes made to the size and visibility of the columns are saved.

  • To show or hide columns, click on the Column Chooser icon in the top-right corner of the Open Form Template dialog box. The Column Chooser dialog box is displayed to the left of the Open Form Template dialog box. You can select or deselect columns in order to show or hide them. All columns are selected by default.

Note:

You cannot hide the Template Name column.