Filters and Filter Rules - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

The following best practices are related to filters and filter rules.

  • Do not assign multiple keywords to filter for performance.

  • When configuring a custom query to be used as a Filter, it is recommended that the query be configured for Document Type and not Keyword Type. It is recommended that Custom Queries used as Workflow filters do not use the By Keyword option. Instead, the By Document Type option should be used whenever possible.

  • Only check Display Filtered Document Count when truly necessary. Displaying the filtered document count should only be checked if the user must know the number of documents returned by the filter. By default, this functionality is disabled to ensure that this best practice is implemented. The system incurs significant overhead when calculating document counts in addition to retrieving the list of documents.

  • When using filters, limit the number of display and sort columns: The system must perform extensive logic and database processing to display the documents in a filtered hit list. Limit the scope of filters to 2 to 3 columns to minimize the hit on performance. Also, when columns are configured to allow sorting, the system must perform additional logic to determine the sort order. Ensure that the configured display columns are truly needed and that the user will truly be sorting documents against those columns. Consider grouping the Keyword Types used as filter columns into a Keyword Type Group.

  • Keep filter rules to a minimum.

  • Filter rules should be quick and responsive. Avoid including long-running scripts or any other long-running rules.