Filters in Combined View - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

When a filter is applied while using Combined View, the following is true concerning the display columns. The columns display from left to right.

  • If no display columns have been configured on the filter:

    • Icon

      Note:

      The Icon column is only available in the Unity interface.

    • Document Name

    • Workflow Life Cycle

    • Workflow Queue

    • Entry Date

    • Owner

    Note:

    The Owner column is only displayed when all queues in Combined View are Unity life cycles and at least one of them is configured to support ownership.

  • If display columns have been configured on the filter:

    • All configured columns in user-configured order

    • Workflow Queue

Queues will be sorted by Entry Date by default. Queues can also be sorted by a defined filter sort or by clicking a display column to sort by.

Note:

If Workflow Queue has been configured as a display column, it will not be added again.

Note:

If no filter has been applied, the display columns will be: Document Name, Workflow Life Cycle, Workflow Queue, Entry Date.

Note:

If a keyword in an Auto-Name string is changed via the user interface in a Core-based workflow, such as when performing an ad hoc task, the Auto-Name string in the Documents window will automatically update to reflect the change. There are instances, however, when the Auto-Name string will not refresh automatically. If scripts are being used in a task to update keywords, the Auto-Name string will not refresh when the keyword is updated. For more information, please contact your system administrator.