Grouping Columns in the Document Search Results List - 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

You can group items in the Document Search Results list by dragging column headers such as Document Date or Document Name to the space above the list. For example, documents in the list can be grouped according to the specific date a document was created, or by the name of documents.

To group documents:

  1. Click and hold a column header in the Document Search Results list.
  2. Drag the column header to the grouping space at the top of the Search Results list, and then release the mouse button.
    Detail of the top of the Document Search Results List where column headers can be dragged and grouped.

    The items in the Search Results list are grouped according to the column header. By default, the document groups are collapsed.

    Detail of Document Search Results list with results grouped by document date.
  3. Click the arrow next to a group to expand it and display the documents in that group.
    Screenshot of grouped document list, with the expand/collapse group arrow highlighted.
  4. To sort the order of the groups displayed in the list, click the up or down arrow icon next to the column header in the grouping space.
    Detail of the grouping space, with the group sorting arrow icon highlighted.
  5. To stop grouping documents by a column header, click the Remove Grouped Column icon next to the column header in the grouping space.
    Detail of the grouping space, with the Remove Grouped Column icon highlighted.