Auto-Folder Tab - Auto-Folder Tab - OnBase - Records Management - OnBase/Records-Management/Foundation-24.1/Records-Management/Configuring-Standard-Folders/Troubleshooting/Folder-Configuration-Tabs-and-Options-Are-Unavailable/Auto-Folder-Tab - Foundation 24.1 - Foundation 24.1

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 24.1
License
Premier
Standard
Essential
ft:lastPublication
2025-01-02T13:00:27.774000
ft:locale
en-US

The tab is unavailable if any of the following conditions are met:

  • The Folder Type is configured for Workflow.

  • The Folder Type is configured to contain folders only.

  • The Folder Type is a top-level Folder Type.

  • The top-level Folder Type in the current structure is not assigned a file cabinet.

  • Common parent Keyword Types are assigned between the top-level Folder Type and the immediate child Folder Type. This configuration could result in a file cabinet being created through auto-foldering. As a best practice, do not assign Keyword Types to the top-level Folder Type.