Default Filter - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

The Default Filter drop-down list allows you to select a query to use as a default filter for the selected queue. If the Use only selected filters option is selected, only those filters will be available in the Default Filter drop-down list for selection, otherwise, all available custom queries configured as Workflow Filters that the user has permission to will be available. Custom queries that are configured with the Workflow Filter option selected in the Custom Query Options dialog box are available in this drop-down list. When a default filter is selected, the queue is automatically filtered and the documents displayed reflect that filter's specifications. If you choose a filter from the Filter Inbox right-click option, it will override the selected default filter and the display will reflect the newly chosen filter.

If you select Display HTML Form used by Filter, the HTML form associated with the filter will display when the queue is selected in the Client module, allowing you to specify search criteria by which the inbox can be filtered. If you cancel a default filter, the filter will be applied with no Keyword Values specified.

Note:

If you use a default filter in conjunction with Use Persistent Filters option in Workstation Options, the default filter will be ignored in the OnBase Client. Persistent filters are not supported in the Web Client.

Note:

Use caution when using a filter with a queue configured with the Auto-Feed option. Ensure that the desired filter will not prevent documents from displaying for any user.

Note:

If the user selects Filter Inbox while the inbox is displaying the combined view, all of the custom queries configured as a Workflow Filter that the user has permission to and are assigned to each queue within the combined view are displayed.

Note:

When a filter has Workflow Queue configured as a display column and the Combined View is not showing, the filter applied will not show results related to the currently selected queue.