Using FilterPop - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

FilterPop allows you to create a URL that opens WorkView filter results. This allows a URL to be sent to users and provides a direct link to WorkView objects that meet specific criteria.

To create a FilterPop URL:

  1. In a web browser, go to the following location: http://<ServerName>/<VirtualDirectory>/Workview/filterPop.aspx where <ServerName> is the name of the server on which WorkView is installed and <VirtualDirectory> is the virtual directory on which WorkView is installed.
  2. Login using a valid username and password for the current ODBC source configured for the Web Server. Upon logging in, the following screen is displayed:
  3. From the Select an Application drop-down list, select the application for which you would like to return filter results.
    Note:

    Only the applications that the currently logged in user has rights to are available for selection.

  4. If you want to use a pre-existing filter that has already been configured, select the Select a Filter radio button and select the filter from the drop-down list that is displayed. When using this option and the filter selected is configured with User Entry Constraints, the user will be able to use the filter to search for objects. Only objects matching the constraints specified when the FilterPop URL is created will be returned in the results regardless of the criteria entered by the user.

    If you want to create an ad hoc query for a specific class, select the Select a Class drop-down list and select the appropriate class from the drop-down list that is displayed.

    Note:

    External Classes are not supported when using the Select a Class option. External classes are not displayed for selection from the Select a Class drop-down list.

    Note:

    Only classes that the currently logged in user has rights to and filters assigned to those classes will be available for selection.

  5. Specify the attribute values that you want to use to constrain the filter results. All attributes associated with the selected class or the class associated with the selected filter are displayed.
  6. Click Get URL. A URL is generated.
  7. You can click Copy URL to copy the generated URL. In addition, you can click Execute Object List to view the results of the generated URL.
    Note:

    When using Mozilla Firefox or Safari, the Copy URL button is not displayed. To copy the URL, select it, right-click and select Copy.

    Note:

    If a user does not have rights to a class to which a filter belongs that is accessed from a FilterPop URL, the filter will not be displayed to the user, regardless of the FilterPop URL configuration.