Configuring User-Defined Filters - WorkView Integration for Microsoft Outlook - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Premier

WorkView Integration for Microsoft Outlook
Platform
OnBase
Product
WorkView Integration for Microsoft Outlook
Release
Foundation 23.1
License
Premier

You can configure WorkView Integration for Microsoft Outlook to allow users to configure their own filters. This is configured at the application level. To allow user-defined filters:

  1. Select the application in which you want to allow user-defined filters.
  2. In the Properties pane, select a filter bar from the User-defined Filter Bar drop-down list.
    Note:

    If a filter bar is assigned as the User-defined Filter Bar that had filter bar items configured, previously configured filter bar items will not be available in OnBase Studio or in the client. Likewise, if a filter bar is configured as the User-defined Filter Bar and is no longer configured as the applications User-defined Filter Bar, the previously configured user-defined filters will not be available to users in the client and will not be displayed in the OnBase Studio. If you revert your changes for the User-defined Filter Bar assignment for one of these described scenarios, previous configurations will be restored for the filter bar.

    Note:

    Only one user-defined filter bar can be configured for an application.

    Note:

    Only attributes that are assigned to a user's view are available to the user when creating user-defined filters.