Using Related Filters in Notification Fields - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

You can insert a related filter into a notification message or as a recipient.

When a related filter is inserted into a message in the Message tab, the filter results will be displayed in the notification when it is sent.

When a related filter is used as recipients in the Recipients tab, the results of the filter will be used to determine who the notification is sent to. Ensure the filter results return values that will identify recipients accurately.

To use a related filter:

  1. From the Insert Token drop-down list in the Message tab or from the Recipients drop-down list in the Recipients tab, select Related Filter. The Insert Filter Options dialog box is displayed.
  2. Select the Filter you want to use from the drop-down list.
  3. When configuring a message, if you want the filter results displayed in the template constrained upon the attribute values of the object that initiated the notification or action, select the Constrain filter to parent object option.
  4. When configuring a message, if you want the filter to be formatted into a table, select the Insert as pre-formatted HTML table option. For this to work properly you must format the notification as an HTML page:

    <html><body>

    <<#~All Base Class 1>>

    </body></html>

    If you do not choose the Insert as pre-formatted HTML table option, you need to manually add in the attributes you want to display. When you choose the filter and click OK from the ‘Insert Filter Options' dialog, this is and example of what will be inserted:

    <<@~All Base Class 1>><<@END>>

    You need to add the attributes in order for the data from the filter to show up in the notification. Here is an example of how this is accomplished:

    <<@~All Base Class 1>><<Name>><<Date>><<{any attribute name}>><<@END>>

    To get the data into a table, code the HTML to display in a table.

  5. Click OK.