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Adding action restrictions based on user and date
Restrictions are criteria that files must meet to be included in reports, filter results, and advanced find results. You set restrictions when you add reports, add filters, or perform an advanced find.
Action restrictions limit results to file actions performed by all users, selected users, or the current user by date. For example, you can create a restriction for a public report to include the files checked in by the current user in the past five days. When the report is generated, it only includes the files checked in by the user who runs the report.
1. Select the users have performed actions in date range restriction.
The Filter By Action dialog box opens.
2. Select any Filter by Users options.
- Is in list or is not in list indicates if the files include the selected users.
- Current user only includes actions performed by the logged in user.
- All users includes actions performed by all users.
- Selected users only includes actions performed by the users selected in the list.
Note: The System user is used by triggers to change workflow states and custom field values.
3. Select any Filter by Actions options.
- Is in list or is not in list indicates if the files include the selected actions.
- All change actions includes actions that caused the file version to increment. The following change actions are included: Add, Check in, Promote from, Promote from with merge, Rebase, Rebase with merge, Remove, Rollback file, Rollback promote, and Rollback rebase.
- All actions includes all actions.
- Selected actions only includes the selected actions.
Note: Click Select All to select all actions or click Select None to clear any selected actions.
4. Select any Filter by Dates options.
- Is or is not indicates if the files include dates that match the specified date or time period.
- All dates includes files with any date.
- Equal to, before, after, or between includes files relative to the specified date or time period.
- A specific time period includes files from the selected period, such as last week or last year.
- In the last or next includes files for a specified number of hours, days, weeks, months, or years relative to the current date/time.
5. Click OK to add the restriction.
