File Analysis Actions

This is where you create and manage your File Analyzer actions.

Search actions

  • To search for an action, enter text into the search box at the top right of the grid, and click the Search Search icon icon or Enter.
  • To re-display all actions in the grid, delete the entire entry in the box by clicking the X.

Filter the grid

Use the advanced filters to display specific actions quickly on the grid.

  1. Hover over the column header until you see the Filter Filter icon icon appear.

  2. Click the Filter Filter icon icon to display the following dialog to set filtering parameters:

    • Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
    • True/False Columns: Select either the Is True or Is False radio button.
    • Numeric Columns: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not Equal to, Between, Matches Any, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending values of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
    • Date Columns: Select either On, After, Before, Between, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending dates of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
  3. Click Apply.

    4. Tip: To clear the filter, click the Clear Filter Clear filter icon icon in the header, and then click Clear. You can also click out of the filter dialog to close it.

Sort columns

  • To sort columns chronologically or alphabetically, click the column header name. The actions will display in ascending order.
  • To switch from ascending to descending order, click the selected column header name again.

Customize columns

You can show, hide, and order columns to display on the grid.

  1. Click the Customize Columns Customize Columns icon icon in the top right corner of the grid to display the Columns dialog. The "Manage Columns" dialog will appear.
  2. To filter the column list, enter text into the Available Columns search box.
  3. Select your desired column(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple actions. Select the Select All option from the More Options menu to enable all the columns and use the Left Left arrow and Right Right arrow icons to move the columns between the Available and Selected columns to determine which columns will be displayed on the grid.
  4. To determine grid order: drag and drop any Selected Columns, select specific column checkboxes and use the Move to Top or Move to Bottom options from the More Options menu, or select specific column checkboxes and use the Up Up arrow and Down Down arrow icons to order the columns.
  5. Click Restore Default to return to the default settings.
  6. Click Save to save the changes and close the dialog box or Cancel to close without saving changes.

Navigate pages

  • At the bottom right of the grid, use the page scrolling controls (First page, Previous page, Next page, Last page) to move between pages in the grid.

Display grid rows

  • At the bottom right of the grid, use the "Rows per page" dropdown menu to select the number of rows that you want to display on the grid.

Select grid rows

  • Select your desired grid row(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple rows.

Default v Compact column mode

You can switch between the default and compact column modes. Unless updated, the grid will remain in default mode. Compact mode shortens the height of the grid rows.

  • To switch between the modes, go to My Preferences within the header Profile menu and select the Default and/or Compact radio buttons.

Create an Action

Each file analysis action can create one or more output files.

  1. Click the + Create Action button at the top of the File Analysis Actions page. The "Create File Analysis Action" page displays.
  2. On the Details tab: 
    1. Enter an Action Name.
    2. Enter a Description.
  3. On the Output tab: 
    1. Click the + Add File button. A file placeholder (e.g. "File 1") will already be displayed.
      1. Enter the File Name. Custom metadata can be used to configure the file name (e.g. "Extract of <<original_file_name>>").
      2. Enter the File Heading, which will appear at the top of the document.

        3. Note: To delete a file, click the Delete Delete icon icon at the top right of the file area.

    2. Click the + Add Prompt button. A prompt placeholder (e.g. "Prompt A") will already be available. You can a single prompt or a series of prompts and choose what information is taken into consideration and whether it is written to a file.
      1. Select the Input from the dropdown list. The first prompt input will default to the original file.
      2. Select an Output from the dropdown list: Write, Do Not Write, or Write If Results Found. The file output will appear in the "Instructions & Related Files" section of your project where it can be downloaded.
      3. Select a saved Prompt from the dropdown list.
      4. (Optional) Enter a Prompt Subheading, otherwise it defaults to the prompt name.

      Note: To add a prompt directly above or below the current prompt, click the More Options menu on the desired prompt, and select Add Prompt Above or Add Prompt Below from the dropdown menu.

    3. If there are multiple prompts for a file, you can reorder them as desired. Use one of the following methods: 
      • Drag and drop the prompt. Hover over the prompt area, once the Hover Hover icon icon appears, you can drag and drop the prompt within its file.
      • Click the More Options menu on the desired prompt, and select Move Up or Move Down from the dropdown menu.

        • Caution: Prompts cannot be reordered above a prompt where the input is set to the result of a previous prompt.

        Note: To delete a prompt, click the More Options menu on the desired prompt and select Delete.

  4. On the Roles tab: 
    • Select the Enabled checkbox for each role(s) you want to have access to the file analysis action or select the Enable All option from the More Options menu to enable all roles.
    • To filter the roles in the grid, hover over the column header and click the Filter Filter icon icon. The "Filter" dialog will appear. Set the filter parameters and click Apply:
      • Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
      • True/False Columns: Select either the Is True or Is False radio button.
      • Numeric Columns: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not Equal to, Between, Matches Any, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending values of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.

        • Tip: To clear the filter, click the Clear Filter Clear filter icon icon in the header, and then click Clear. You can also click out of the filter dialog to close it.

    • To sort columns chronologically or alphabetically, click the column header name. Click the name again to switch from ascending to descending order.
    • To search for a role, enter text into the Find role... box at the top right of the grid, and click the Search Search icon icon or Enter.
  5. Click Create.

Export to Microsoft Excel

Once you click export, the file will automatically begin downloading. You can create an Excel report containing the grid columns on the File Analysis Actions page.

  • To export a Microsoft Excel report on one action: Hover over the desired row and click the Export Export icon icon.
  • To export a Microsoft Excel report on specific actions: Select the checkboxes of the desired rows and click the Export Export icon icon.
  • To export a Microsoft Excel report on all actions: Click the Export Export icon icon at the top of the grid without selecting any checkboxes.