User Prompts Tab - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView

Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

The User Prompts tab allows you to configure the attribute search fields that users will be able to enter values into in order to retrieve objects. One or many attribute search fields can be configured.

To create user entry constraints:

  1. Select the User Prompts tab.
  2. On the User Prompts tab, click Add. The User Prompt Configuration dialog box is displayed.
  3. Select the attribute you want to use by clicking the ellipsis button next to the Attribute field and select the attribute you want to use as a user prompt. You can also manually enter the path to the attribute if you already know the path.
    Note:

    Text, Formatted Text, and Alphanumeric (greater than 256 characters) attributes are not available for selection. In addition, relationship attributes that are related to an external class that uses an ODBC connection or is Unity Script filled class cannot be used.

  4. The Drop Down Type drop-down list offers different options depending on the attribute's data type. All options, except None, allow for type ahead functionality in the Unity Client.
    Note:

    This feature is only supported in the Unity Client.

    If the attribute does not have a data set configured and it is not a text-based relationship attribute, the only option available is None. If None is selected for any field, regardless of its properties, the field will not have type ahead functionality.

    If the selected attribute is configured with a data set, the Data Set option is available and selected by default. If you want to use the Data Set associated with the attribute in the client's filter field, select the Data Set.

    If the selected attribute is a relationship attribute, you are able to select Search Filter Results or Search Class Results.

    If you select Search Filter Results, the drop-down for the attribute in the client's filter field will contain the values that are returned from the filter as it is configured, respecting the constraints. The drop-down will only show values for which the filter will return results.

    If you select the Search Class Results the drop-down for the attribute in the client's filter will contain the values that exist for the attribute within the attribute's class. Since this in the relationship attribute, it will display the value for the class to which the attribute belongs and not necessarily the class associated to the filter you are configuring.

    Note:

    The Class Name system attribute cannot be configured as a type ahead constraint.

  5. Select an Operator from the drop-down menu. The following operators are available: =, <, >, <=, >=, <>, NULL, and NOT NULL. The =, <>, NULL, and NOT NULL operators are the only operators available for alphanumeric, text, and boolean data type attributes. The NOT NULL operator searches for attributes that have any value.
  6. Enter the value you would like to be used as the prompt for the user entry attribute field in the Prompt field. The maximum amount of characters stored is 100.
  7. If you want the user prompt field to be a required entry, select Required.
    Note:

    Boolean attributes are not supported as Required attributes as a user prompt.

  8. Click OK.
  9. Repeat steps 2 through 7 for all user prompt attributes you want to add.
    Note:

    The order of the attributes can be edited by selecting attributes and clicking Move up or Move Down.