Using Filters From the Unity Client - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView

Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

Filter queries can be run from open documents in the Unity Client. The filters available for a document are dependent on the filters associated with the Document Type to which the document belongs. To run a filter query from an open document:

  1. In the Unity Client, from an open document or document search result list, right-click on the document and select WorkView | Execute Filter. The Execute Filter dialog box will display.
  2. Select the appropriate filter from the list of filters configured for the associated Document Type.
  3. Click Submit. The results will display. Double-click on an object to open it.