Filtering - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Depending on your configuration, you may be able to filter queues to display a specific subset of documents within the selected queue.

Note:

If the document or queue is accessed through Document Retrieval or StatusView, any configured filters will not be applied.

To filter a queue:

  1. Select a queue in the Life Cycle View tab.
  2. Click the Filter button.
  3. The Filters dialog box is displayed.
  4. Select the appropriate filter. The Inbox tab will display the items that match the filter criteria within the selected queue. In some instances, an HTML form will display in the User Interaction tab when a filter is initiated. Enter your filter criteria and submit the form to filter the queue. Only one filter may be used at a time.
    Note:

    If the number of characters entered in a field within an HTML form filter exceeds the allowed number of characters for a keyword value, an error will be returned and no documents will be displayed in the inbox.

    Note:

    The filtered number of documents will only be displayed if the Display Filtered Document Count setting is checked on the queue's Filter tab. Otherwise, the unfiltered number will be displayed, even if the queue is currently being filtered.

    Note:

    If a Keyword Type that is used as a display column has more than one value for a document, the document will be listed for each Keyword Value.

    To cancel a filter view of a queue:

  5. Click Filter Inbox.
  6. The Filters dialog box is displayed.
  7. Select <none>.

When a filter is applied, you can size columns and the column sizing settings are retained for the next time you access the queue with the same filter applied.