Executing 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

To execute a filter:

  1. From an open e-mail message, click the application tab.
  2. If you want the filter to open in a separate window, click Open in New Window.
  3. Select the appropriate filter from the Select a filter drop-down list. The filter is displayed in a pane at the bottom of the message or opens in a new window, depending on your preference.
  4. You can highlight text for which you want to search.
  5. Click Search. The following is an example of the filter displayed either within the message or in a new window, depending on your preference.
    Note:

    If you are opening the search results in a new window, and only one object is returned, the object will open and the results list is not displayed.

  6. You can highlight different text within the e-mail message to populate the search field for subsequent searches or enter information manually in the field.
  7. Click Search. The results are displayed in the right pane.