mulitple doctypes in docquery

[Sameer_Lengade]

I am needing to pull all documents according to CaseID in our instance of OnBase.  CaseID has been identified as a keyword.  Do I need to loop through and and all doctypes in my docquery to get all document types or do I need not specify a doctype to get all?  I want to get all document types by Case Id.  Thanks

[Nevin_Steindam · Accepted solution]

1. If you want to get EVERY document in the system that has a certain CaseID value, regardless of the document type, then you can perform a query that doesn't specify any document types. It will find all matches. This is equivalent to a keyword-only Custom Query.
2. If you do want to exclude certain document types from your search, then you will need to add every document type that may apply. It is important to know that if you search on multiple document types, and some of the document types don't have the keyword type you're searching on, then OnBase will search those doc types WITHOUT the keyword constraint!!! In your case, that would lead to all documents of those doc types being returned. (OnBase does this apparently to allow you to set up cases where you search some documents by Keyword Type A, and other documents by Keyword Type B, and do it all in one query. However, this feature usually comes up when someone accidentally pulls back every document of a certain type.)

From your description, I believe that option #1 is right for you. I wanted to list them both, because there is probably someone who needs to see the "gotcha" that goes along with option #2.

[Sameer_Lengade]

Thank you Nevin,

That was what I was looking for.  I may have more questions as I implement our solution.  Thank you again.