Conducting a Custom Query - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Web Client

Platform
OnBase
Product
Web Client
Release
Foundation 24.1
License
Standard
Premier
Essential
  1. Select the Main Menu button. The Menu list is displayed.
    Main Menu list.
  2. Select Custom Queries. The Query Types pane is displayed.
    Query Types pane.
  3. Select a Custom Query. The Search Types configured for the Custom Query are displayed.
    Query Types pane with a Custom Query selected.
    Note:

    If instructions are available for the selected query, the Show Instructions link is displayed. If the link is selected, the link toggles to Hide Instructions.

  4. Enter search parameters in the fields provided. If there are instructions at the top of the query form, be sure to follow them.
    • 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 Date and a To Date, all documents within the date range will be found.

    Note:

    You can use all functionality of Keyword Type fields in Custom Queries, including adding additional instances of a Keyword Type, or using Wildcard or Boolean operators to narrow the search. For more information, see Working with Keywords.

  5. Click Search. Documents that meet the search criteria are displayed in the Document Search Results list. Your system may be configured to automatically display one of the selected documents in the Document Viewer.
    Select list of search results from a Custom Query.

    Note the following:

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

    • If Note Contents is used as a display column and multiple notes exist on a document, the document will be listed for each note.

    Tip:

    Click the column header at the top of the list to sort documents by column values. To resize a column to the width of the longest value, double-click the divider to the right of the column name. Column width changes are saved and reflected the next time you use the query.

    Note:

    If you sort by the Document Date property, the results will be sorted by both the date and the time the document was imported into the system.

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

    Select list of search results from a Custom Query, grouped by Document Type column.
    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.