OnBase: Make Workflow Queue Inbox Filters Persistent

Overview

By default, when a user customizes an inbox filter in a workflow, the inbox filter will revert to default after navigating away from the workflow. This article demonstrates how to make filters you have applied to your workflow inboxes persist.

 

How to:

  1. In Unity Client, click File, and then click User Options.
     
  2. In the left pane, click Workflow.
     
  3. Under the Persistent Workflow Filters section, select the Enable persistent inbox filter check box, and then select Remember the last filter applied to each Inbox view.
     
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  4. Click Save.
     
  5. Restart the OnBase Unity Client.

Details

Article ID: 12835
Created
Wed 3/22/23 3:38 PM
Modified
Wed 1/31/24 1:08 PM