After running an Analytics query, you can perform various operations to all items in the results set. The exact operations available in the results toolbar depend on the type of the query and the current user's assigned task permissions.
Note: Queries created via the drag-and-drop method default to the Document query type.
| Document Query | Folder Query | Workspace Query |
|---|---|---|
| Export | Export | Export |
| Check-In/Unlock Document | Move Folder | Move Workspace |
| Move Document | Edit Security | Edit Security |
| Delete Documents | Edit Profile | Edit Profile |
| Edit Security | Delete Folder | Delete Workspace |
| Edit Profile | Apply Template | Add to My Matters |
| OCR Documents | Send Link | Apply Template |
| Send Link | Policy Input Queue | Reassign Template |
| Policy Input Queue | Send Link | |
| Policy Input Queue |
Clicking the Reset button next to the Display Fields or Filter Fields list clears the corresponding list.
User-created queries can be saved for reuse by clicking the Save Query button in the Result window.
To save a query, the following fields must be specified:
| Field | Description |
|---|---|
| Query Name | Specifies a name for the query. |
| Query Type | The query type, which can be set to Document, Folder, Workspace, or Other. |
| Add to available | If checked, this query will be added to the Available Queries list. |
| Who can access this query | Select All Users to make this query available to all users; otherwise, choose Selected Users and then select the users to be added from the list. |