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How to build custom query based on Note Types?

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Neelima_Serinen
Champ in-the-making
Champ in-the-making

‎06-24-2015 02:21 PM

In configuration Custom Query module. I don't see any option to select 'Note Type' to build custom query on documents.

Need to provide a custom query that will query all documents on which 'Note' was not added. This query will enable users to add notes on the documents that were skipped.

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Justin_Fandl
Content Contributor
Content Contributor

‎06-29-2015 10:45 AM

Hey Neelima,

Another option you can look into is leveraging the display column for "Note Count" which is built in functionality for Custom Queries (outside of custom SQL). If you do not see these as a current option to add for display, you will need to enable them by navigating to Document | Display Columns | Enable "Note Columns" Once added you could then have users sort by this and find all the documents without notes.

Hope this helps!

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Neelima_Serinen
Champ in-the-making
Champ in-the-making
In response to Justin_Fandl

‎06-29-2015 02:06 PM

Justin, Implemented your suggestion and users are Happy. Thank you!
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Joe_Pineda
Star Collaborator
Star Collaborator
In response to Justin_Fandl

‎06-30-2015 01:07 PM

That is SOOO much easier than what I had in mind. Thanks Justin.
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Neelima_Serinen
Champ in-the-making
Champ in-the-making

‎08-23-2015 02:14 PM

Transaction Logs has all user history related reports.

Is there option to run transaction logs using Web client?
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