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 search result detail 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 - remember to check the column chooser options to see other available columns.

This 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. 

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.

Action Buttons 

In the top of the screen you will see different action buttons. These allow you to perform various actions on the currently selected document(s) (they are greyed out if no document is selected). The functionality of each button will be described below.

Show Documents

When clicking this button you will be redirected to the Document search result detail page for the selected document(s) from where you will be able to see detailed information about the document(s).

Resend

You can resend one or more message by choosing one or more rows in the search result and the click on Resend.

There is a walk though all the options under Resend on page Document search result detail under Resend.

Manually Handle

If you press this button, you will mark the selected documents with the ‘Ignored’ status. Nothing further will happen. This is typically used if you don't need the document to be processed anyway.

On hold

This button simply changes the status of the selected document(s) to "On hold". This is convenient when you are in the process of sorting out errors in relation to a failed document, and you no longer want it to appear with status "Failed". E.g. there could be reports or alarms set up in relation to failed documents.

Recreate

Sends a request to the sender system to send the document again. This is useful if you discover that the information in the document is not complete or plain wrong. Note that this button requires a plugin to be implemented - advanced users can read more about how to do this in the Developer - Link section.

Export Files

This button allows you to export the document(s) that you have selected from the list. Note that you can choose to include one or several document stages in your export.

Simply tick the checkboxes corresponding to the desired document stages and click 'Ok' once you're done. 

If you're unfamiliar with the concept of document stages and/or the terms "Interchange", "Message" and "CDM", it is highly recommended to read the Document stages section.

Link will now create a ZIP file containing the documents, which you can then download immediately from your browser. This is very convenient  when looking for errors or if you would like to take a closer look at some document data in a different tool from Link.

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

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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”.