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:

A Configure Filters button under User-Defined Filters.

To create a filter:

  1. Click Configure Filters. The Configure Filter screen is displayed.
    A Configure Filter screen with Config Option, Filter Name, and Associated Class user input fields.
  2. From the Config Option drop-down list, select Create New Filter.
  3. Enter a Filter Name for the filter.
  4. Select the class you want to associate the filter with from the Associated Class drop-down list.
  5. Configure the Columns, User Entry, Fixed Constraints, and Sort tabs appropriately.
  6. Click Save when all tabs are configured appropriately. The newly created filter will display in the filter bar.