Using Filters Within WorkView - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView

Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

Filters can be used to find specific objects within a class. Depending on how a filter is configured, it will either perform a search when the filter is selected, or it will prompt you for input.

Note:

Filter results are limited to 2000 results by default. Note that increasing the limit may have a negative impact on the performance.

To access a filter, click the Filters button. Filter bars are displayed in the left pane. Filter bars are used to group related filters together. To access filters within a filter bar, you must click the down arrow button:

Upon clicking the down arrow button, filters within the filter bar are displayed. The following is an example of an expanded filter bar:

Example of an Issues filter bar.

Depending on your configuration, filters may display the number of objects that can be retrieved using each filter. When this is available, the number of objects is displayed in parentheses next to the filters' names in filter bars. Filters that require user input will never display an object count.

If filters are configured for user input, an input field displays when the filter is selected. Enter the search parameters and click the Search button or press the Enter keyboard key. In addition, some filters may have data sets configured for the input fields. You can use the data set to select a value to search upon. In addition, some fields may have type ahead capabilities to further help you find the values you are searching for.

Note:

When searching for masked attributes, do not enter the static masked characters as part of the value.

Note:

The ~ and % characters are reserved for use with macros. Using them in a string that does not include a macro may produce unexpected results.

Note:

Using wildcard search values is only supported when using the = or <> operators for numeric attributes.

In addition, you can reset the constraint values by clicking Clear All or press the ESC keyboard key. The following is an example of a user input field for a filter:

User input filter example that shows Date and Managers input fields, a Search button, and a Clear All button..
Note:

If an attribute using a boolean data type is used for user input, a check box is displayed. Selecting the check box searches for true values. When a boolean field is unchecked, the field is disabled. See Enabling Search Fields for more information about enabling search fields.

If you want to search for multiple values for the same attribute, click on the attribute name or press F6 with the cursor in the attribute field, and another field for the attribute will display. Use the AND and OR operators to specify the appropriate search parameters.

An example of field duplication.

The following search operators are available for alphanumeric data type attributes used for data entry in filters: = and <>.

Note:

The <> operator does not support searches for blank values when using an Oracle database.

When a date/time attribute is a user entry constraint on a filter, you can specify the format you want to search with. You can search by the Date/Time format or the Date format. The Date/Time format will search for values using MM/DD/YYYY HH:MM AM or PM. The Date format will search for values using MM/DD/YYYY. Select the format that will match format of the value you are searching for in order to find the applicable objects. You can toggle between these formats by clicking either the (Date Format) or (Date/Time Format) text to the right of the field label. The following is an example:

An example of changing the Date input field format.