Configuring User-Defined Filters - WorkView Integration for Microsoft Outlook - Foundation 25.1 - Foundation 25.1 - Ready - OnBase - Premier - external - Premier - OnBase/WorkView-Integration-for-Microsoft-Outlook/Foundation-25.1/WorkView-Integration-for-Microsoft-Outlook/Configuration/Allowing-Users-to-Create-and-Edit-Filters/Configuring-User-Defined-Filters - 2025-03-17

WorkView Integration for Microsoft Outlook
Platform
OnBase
Product
WorkView Integration for Microsoft Outlook
Release
Foundation 25.1
License
Premier
ft:locale
en-US

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.