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Update History Specific Filters

Article author
Matt Kim
  • Updated

UpdateHistory_0_Title.png

Some modules have filters that are only specific to that module. This article covers the filters specific to the Updates History module.

To use these helpful filters which are only available on this page, go to the Updates, drop-down menu:

  • Batch name
  • Sender
  • Batch status
  • Item status
  • Date update takes place
  • Date update was sent
  • Update includes
  • Error group

UpdateHistory_1_FiltersExpanded.png

The following is information of every filter function available under Updates:

1. Batch name

Search by custom-named batch to view results for a specific batch.

UpdateHistory_2_Batchname.png

2. Sender

Search by an operator's name in the specific organization that sent an update.

Note: Only an administrator can search for anyone in their organization. This feature can be turned on for an operator, if needed. 

UpdateHistory_3_Sender.png

3. Batch Status

Here users can investigate a batch status by the following three options:

  • Draft - Batch created but not sent
  • Pending - Batch in the queue to start delivery transfer
  • Sent - Batch delivery is complete

Note: Users can select to view all batch statuses by choosing, Select all.

UpdateHistory_4_BatchStatus.png

 

4. Item Status

Users can confirm where in the workflow each title is located by the following item status: 

  • Delivering - Title item in transit for delivery
  • Error - Title item failed to deliver 
  • Pending - Title item in the queue to start delivery 
  • Success - Title item has been delivered

Note: Users can select to view all title item statuses by choosing, Select all.

UpdateHistory_5_ItemStatus.png

5. Date update takes place

Here users can filter within a timeframe for when their update is scheduled to take place. This filter will look at the dates included within the update. a batch modification was sent. 

UpdateHistory_6_DateUpdateTakesPlace.png

 

6. Date update was sent

Users can narrow down their search for the delivery date of an update.

UpdateHistory_7_DateUpdateWasSent.png

7. Updates includes

Here users have the ability to filter by what fields were included in their update. For more information on those fields, click here.

UpdateHistory_8_UpdateIncludes.png

 

8. Error group

Use this filter to view errors and exceptions. Choose a specific reason an update failed.

Note: Users can select to view all error groups by choosing, Select all.

UpdateHistory_12_ErrorGroup.png 

For a list of different types of errors that can come up for an update, read our article here.  

 

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