Tracking Search Result

After having clicked the 'Search' button, you will now be presented with a data grid containing a list of documents matching the filters you specified earlier. You may sort and/or group the search result to make it easier for you to work with. We recommend reading the Using data grids chapter to ensure that you are familiar with it's possibilities.

To see further detail about a document, you can double click it on the data grid, which will take you to the Document detail page screen. Note that the list will always be split into as many tabs as there are different document types in the search result.

The search result page contains basic information related to each document, but Link stores much more - remember to check the column chooser options to see other available columns. A full explanation of all the document properties that Link stores is found in the Document detail page section.

The tracking search result screen offers a lot of different options - we will go through what each element on the page does starting from the top.

Save Search

Clicking this allows you to save the current search result for later use. When saving you will be asked to give the search result a name for reference. 

Press 'Ok' to save your search result. 

To find it hover your mouse cursor over the 'Tracking' tab in menu to the left and then select one of the saved search results to open it on the results page. 

Action buttons

Depending a Link user's permissions, there will be some actions buttons available from the tracking search result page. Several of these are identical to the ones present on the document detail page and you can read about their possibilities in the Document action buttons section.

Image Added

Refresh Data

This will refresh the data grid, which may allow new documents to show up or remove ones that no longer meet the search criteria.

Right-Click Actions

As mentioned in the Using data grids section, some data grids have right-click actions available. This is indeed the case for the document search result grid. Remember that some actions are only available when selecting exactly one document. 

Each of these actions will be explained in detail below.

Show selected document(s)

Click this to be redirected to the 'Tracking Search Details' page. This has the same functionality as the 'Show Documents' button.

Show document guids for selected document(s)

This will show the guids (Globally Unique Identifiers) for the selected documents, seperated by commas. 

Preserve for Test

Mangler tekst

Export selected documents

This has the same functionality as the 'Export Files' button. Will export all selected documents to your local drive.

Delete selected documents

Will delete all selected documents. A prompt will be displayed before confirmation.

Show distribution

Clicking this will redirect you to the 'Distribution Details' page for the selected document. Note that this action is only available if a single document is selected.

Show to-partner for selected document

This will redirect you to the 'Partner Details' page for the To partner. Note that this action is only available if a single document is selected.

Show from-partner for selected document

This will redirect you to the 'Partner Details' page for the From partner. Note that this action is only available if a single document is selected.

Filter row option

In the Tracking Menu you have the possibility of activating an additional filter to filter in each row with the magnifying glass as shown below.

This is not set up default, but can be activated from the menu “Settings” / “My profile” / “User specific settings”.