Document History Search
You can search a document's history using field based search. Input your search criteria into either the Keyword Search box or the Search Query Editor (SQE).
The basic search pattern for a document history search is: history.<search type><operator><search criteria>.
The following types of document history searches are available:
Action Type
Allowed syntax:
- history.type=add
- Returns documents with any type of history event that involved an addition, for example, addition of a field value. For multi-entry fields, this is the addition of a field value or values, keeping any existing values.
- history.type=remove
- Returns documents with any type of history event that involved removal of a field value or values, keeping other values.
- history.type=drop
- All existing field values were dropped, that is, removed.
- history.type=replace
- All existing field values were dropped and replaced by a new set of field values.
Date a Change Was Made to Documents
Important: You must input date values in mm/dd/yyyy format. If your display does not match this format, you have the option to update your display using the Preferences page.
Allowed syntax:
- history.date=mm/dd/yyyy
- Returns documents upon which a user/event took action on a specific date.
- history.date<mm/dd/yyyy
- Returns documents upon which a user/event took action before a specific date.
- history.date>mm/dd/yyyy
- Returns documents upon which a user/event took action after a specific date.
- history.date>mm/dd/yyyy and history.date<mm/dd/yyyy
- Returns documents upon which a user/event took action in the specified date range.
- history.date>=mm/dd/yyyy and history.date<=mm/dd/yyyy
- Returns documents upon which a user/event took action in the specified date range, which includes the two inputted dates.
Documents Part of a Bulk Action
Allowed syntax:
- history.type=bulk
- Returns documents upon which any user took any type of bulk action where the document IDs were provided by means of a search result or a selection menu action in the Axcelerate 5 user interface, for example, adding multiple documents to a workspace, bulk tagging multiple documents, etc.
- history.type=multiple
- Returns documents upon which any user/event took any type of action using multiple document IDs.
Documents Part of a Single Action
Allowed syntax:
- history.docs=1
- Returns documents upon which any user took a single action, for example, tagged one document, submitted one document for conversion, etc.
- history.type=single
- Returns documents upon which any user/event took an action against a single document.
Tagging of a Specific Field
Returns documents upon which any user took action on a specific field, that is, added or removed any of the field's values.
Allowed syntax:
- history.field=[field name]
- Returns documents where any user/event took action upon the specified field.
- history.field=[field name1] or history.field=[field name2]
- Returns documents where any user/event took action on field1, field2 or both fields.
- history.find (field=[field name1] or [field name2])
- Same as the search above, that is, returns documents upon which any user/event took action on field1, field2 or both fields.
- history.field=[field name1] and history.field=[field name2]
- Returns documents where any user/event took action upon both field1 and field2. Also returns documents where any user took action upon both field1 and field2 as part of the same save event.
- history.find (field=[field name1] and field=[field name2])
- Returns only documents where any user/event took action upon both field1 and field2 as part of the same save event.
- history.field=[field name1] and history.field=[field name2] not history.find (field=[field name1] and field=[field name2])
- Returns only those documents that do not contain events or user actions covering both field1 and field2 .
Tagging of a Specific Field Value
Returns documents upon which a user took action on a specific field value, that is, added or removed the value.
Allowed syntax:
- history.value=[fieldvalue]
- Returns documents upon which a user/event took action on a specific field value, for example, Responsive.
- history.value="[multi-word fieldvalue]"
- Returns documents upon which a user/event took action on a specific multi-word field value, for example, Not Responsive.
Trace ID
Allows you to search for all documents affected by a specific change event or events using the fixed ID located in the Document History panel.
Note: All operations related to a bulk job inherit the same trace ID.
Allowed syntax:
- history.id=[id]
- Returns documents upon which change was taken that relates to the same trace ID.
- history.id=[id1] or history.id=[id2]
- Returns documents upon which change was taken that relates to trace ID1, trace ID2 or both IDs.
- history.id=([id] or [id])
- Same as the search above, that is, returns documents upon which change was taken that relates to trace ID1, trace ID2 or both IDs.
- history.id=[id] and history.id=[id]
- Returns documents upon which changes were taken relating to both trace ID1 and trace ID2.
User ID
Allows you to locate documents upon which some type of action was taken by a specific user or users.
Allowed syntax:
- history.user=[userid]
- Returns all documents upon which the specified user took some type of action.
- history.user=([userid1] or [userid2])
- Returns all documents upon which user1 took action, all documents upon which user2 took action, and all documents upon which both users took action.
- history.user=[userid1] or history.user=[userid2]
- Same as the search above, that is, returns all documents upon which user1 took action, all documents upon which user2 took action, and all documents upon which both users took action.
- history.user=[userid1] and history.user=[userid2]
- Returns documents upon which both user1 and user2 took action.