Sort Documents By - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

The Sort Documents By section allows you to set the display order for entries in the Document window in the Client module.

Note:

In the Unity Client Workflow interface, if a user manually sorts the item in a queue, the options configured in the Sort Documents By section are overridden.

Sort Type

Description

<None>

Documents are not sorted.

Document Date

Documents are sorted by the document date, in ascending order.

Document Handle

Documents are sorted on the unique document identifier that was stored when the document first entered the system.

Entry Time

Items are sorted on the date of entry to the queue (arrival time), in ascending order.

Name

Items are sorted on the configured Auto-Name string for the Document Type, in ascending order.

Priority

Items are sorted based on the priority value that is assigned. When sorting ascending, 1 would be the highest priority and at the top of the list, while 999999999 would be the lowest priority. When sorting descending, 999999999 would be the highest priority and at the top of the list, while 1 would be the lowest priority.

Sort Descending

When enabled, sets the sort order of the selected sort type (Document Date, Document Handle, Entry Time, Name, or Priority) to descending, instead of the default (ascending) order.