Filtering a Document's History - System Administration - On-Premises - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

On-Premises System Administration

Platform
OnBase
Product
System Administration - On-Premises
Release
Foundation 22.1
License
Standard
Premier
Essential

To filter results based on instances of actions shown in the table below:

  1. Right-click the top window of the Document History dialog box and select Filter Items. The Document History Filters dialog box is displayed:
  2. Select Filter Document History Items to turn on filtering. To turn off filtering, clear this option.
  3. Select or clear the types of actions you want to view. Available options are described in the following table:

    Option

    Description

    View

    Viewing of the document

    Print

    Printing of the document

    Mail

    Mailing of the document

    Export

    Exporting the document

    Modify keywords

    Modification of Keyword Values

    Add keywords

    Addition of Keyword Values

    Send to/from document

    Sending of the document using External Mail/Internal Mail or Mail with Advanced Options

    Document retention

    Use of Document Retention process

    Delete keyword

    Deleting Keyword Values

    Remove page

    Removal of a page from the document

    Add page

    Addition of a page to the document

    Full-text

    Use of the Full-text option, which is used to filter the history window for the transaction log messages that are recorded when a document is full text indexed using MS Full Text

    Re-index

    Re-indexing of the document

    Rotation Saved

    Saving a rotation of an image document

    Verity full-text

    Document used by Verity Full-Text retrieval or indexing

    Remove from Verity

    Removal of document from Verity Retrieval

  4. Select Set as Default Workstation Filter Settings to save the selected filter options. This option saves the current filter as a workstation setting. Whenever a document's history is accessed from the current workstation, the selected filters are applied.
    If you do not select this option, the default filter behavior remains unchanged.
  5. To filter items by date, from the Date Filter Type drop-down list, select one of the following:

    Data Filter Type

    Description

    After

    Allows you to display only items that occur on and after a selected date.

    Once selected, this option enables the first date field. Enter the appropriate date or select it using the calendar button.

    Before

    Allows you to display only items that occur on and before a selected date.

    Once selected, this option enables the first date field. Enter the appropriate date or select it using the calendar button.

    Between

    Allows you to display only items that occur on and between two selected dates.

    Once selected, this option enables both date fields. Enter the appropriate dates or select them using the calendar buttons. The first date field is the earliest date you would like displayed. The second date field is the latest date you would like displayed.

    Equal To

    Allows you to display only items that occur on a selected date.

    Once selected, this option enables the first date field. Enter the appropriate date or select it using the calendar button.

  6. To only display items from a certain user, from the User Name drop-down list, select the appropriate user.
  7. Click OK. The actions you selected are displayed in the document's history. The word (Filtered) is displayed in the Document History title bar, indicating that filtering is turned on. To turn off filtering, see the following procedure.
    Note:

    If no action items are selected in the Document History Filters dialog box, all of the actions related to the document will be displayed in the Document History dialog box.