Dynamic Folder - Dynamic Folder - Web Parts for Microsoft SharePoint - English - Foundation 22.1 - OnBase - external - OnBase/Web-Parts-for-Microsoft-SharePoint/English/Foundation-22.1/Web-Parts-for-Microsoft-SharePoint/Viewing-Documents-Folders/Folders/Dynamic-Folder - 2025-03-04

Web Parts for Microsoft SharePoint

Platform
OnBase
Product
Web Parts for Microsoft SharePoint
Release
Foundation 22.1
License
ft:locale
en-US

Dynamic folders allow users to automatically store documents in folders based on Keyword Values.

  • A dynamic folder contains all documents that match specified Keyword Value criteria and Document Types. Whenever the folder is opened, its contents are updated automatically.

  • Documents that are automatically pulled into a dynamic folder are not physically moved. The folder just provides another way for users to easily access the document.

  • For documents to be added manually to a folder from within OnBase, the Folder Type must be static or both static and dynamic.

    If a folder is both static and dynamic, documents containing Keyword Values not matching the folder Keyword Values can be added manually. If a folder is dynamic only, documents cannot be manually placed in or removed from the folder from within OnBase.