Action ribbon

The action ribbon displays above the data list and allows you to take various actions related to the current list of data items.

  • From the search menu (search icon), you can start a new search using the advanced search builder, or edit the criteria for the advanced search you are currently performing. For more information about the advanced search builder, see Search builder.

    NOTE: If you are viewing the data list for a dynamic query workbook and have further refined the list using criteria from the filter panel, the Save option in the search menu is disabled as this would alter the contents of the workbook.

  • From the Manage menu (Manage menu icon), you can add all or some data items in the list to another workbook or to a hold. For more information about workbooks, see Workbooks; for holds, see Holds

  • From the export menu (export icon), you can save some or all of the data items in the current data list as a CSV file. You have the option to specify the metadata to be included in the export. For more information, see Export a data list.

  • From the Sort by menu, you can sort the current data list by date, or by message sender.

    • Record Date (latest) sorts the list in descending order by date, latest (most recent) first. Similar to the Modify Date, the record date is the last modified date for the item itself. The difference is that the record date for email items is the sent date.

      • For file items and structured data items, this would be the last modified (saved) date.

      • For email items, this would be the sent date.

    • Record Date (earliest) sorts the list in ascending order by date, earliest (oldest) first. Similar to the Modify Date, the record date is the last modified date for the item itself. The difference is that the record date for email items is the sent date.

    • Last Processed Date (latest) sorts the list in descending order by date, latest (most recent) processing date first. Processing date is the date the items is processed by Fusion.

    • Last Processed Date (earliest) sorts the list in ascending order by date, earliest (oldest) processing date first. Processing date is the date the item is processed by Fusion.

    • Subject/Title (ascending) sorts the list alphabetically, A-Z, by the subject of an email item or the title of a document.

    • Subject/Title (descending) sorts the list alphabetically, Z-A, by the subject of an email item or the title of a document.

    • From (ascending) sorts the list alphabetically, A-Z, by the sender. If the document list contains email messages and documents not derived from email, the email messages display first followed by the documents ordered by date. If the document list does not contain any email messages, the documents display ordered by date.

    • From (descending) sorts the list alphabetically, Z-A, by the sender. If the document list contains email messages and documents not derived from email, the email messages display first followed by the documents ordered by date. If the document list does not contain any email messages, the documents display ordered by date.

    • File size (ascending) sorts the list by file size, smallest first.

    • File size (descending) sorts the list by file size, largest first.

  • (Unstructured data only) From the Group by menu, you can choose to show items, documents, or conversations.

    • None shows individual files that match the filer and search criteria with no grouping.

    • Documents shows the originally processed source files that match the filter and search criteria. If the matched item is an attachment to an email or another file, the email or file to which the items is attached shows in the list. You can access the matched file from the document view panel.

    • Conversations, similar to Documents in concept, shows the originally processed source files that match the filter and search criteria, but also shows additional emails in the conversation thread (original message and responses). The email conversations display in the document list with a visual bracket for easy identification. While conversations apply to email messages, documents and individual items that match the filter and search criteria still display in the document list.

  • From the sample menu (document sample icon) select the percentage of the items in the data list to randomly sample. Use the slider to set the desired percentage, and then click Apply. The data list refreshes and displays the selected percentage of items that were in the previous data list.

    TIP: For data lists that contain few data items, the number of data items sampled may not be the exact percentage. The more data items in the data list, the more accurately the number of sampled data items represents the percentage defined.

    NOTE: You cannot sample a data list that is the contents of a random sampling task workbook because the context of the duplicate within a workbook is no longer present. In this scenario, the sample menu icon is dimmed.