Overview:
There are two primary ways to find documents in OnBase: Retrieval Functionality and OnBase custom queries. The Custom Query functionality allows users to retrieve documents based on a pre-defined set of search parameters. Custom Queries are the only type of search functionality that is available when using OnBase Mobile. Custom Queries are created in the OnBase Configuration Client, not the Unity Client. To create a Custom Query users need to be trained on how to use the OnBase Configuration client. Common examples of Custom Queries include:
- AP Check retrieval
- AP Invoice
- Job Drawing
- Purchase Orders
Benefits:
- Provides a preset of fields on which the user can search for a given document type
- Allows users to search for various document in OnBase Mobile and the Unity client
Roles:
- Accounts Payable Manager
- Accounts Payable Clerk
- Project Manager
- Purchasing Agent
Location:
- Unity Client> Home Tab> Custom Queries
Video: