Creating User-Defined Filters - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

Depending on your configuration, you may be able to define your own filters. User-defined filters are specific to the user who configured them. Other users will not be able to see this type of filter. When this is available, a filter bar looks like the following example:

To define a filter:

  1. Click the Create Filter button. The Filter Configuration screen is displayed.
  2. Enter a Filter Name for the filter.
  3. Select the class you want to associate the filter with from the Class drop-down list.
  4. If you want the objects to open as a related class other than the filter's originating class, select the appropriate class from the Display as Class drop-down list. Only classes that have a relationship to the current class will be available for selection.
  5. Configure the Columns, User Entry, Fixed Constraints, and Sort options appropriately.
    Tip:

    You can search for attributes by entering characters that are in the attribute name in the field below the Available Attributes heading. The search results will only include the attributes for the selected class. The search will not include results for relationship attributes that belong to another class.

  6. Click Save when all options are configured appropriately. The newly configured filters will display in the filter bar.