How can I search for all documents with an overdue revision date
Navigate to Document » Search » click the Search document button » select Advanced.
To efficiently and effectively locate documents that have not been revised on time, we recommend utilizing the advanced search feature in Query Builder. Select the Revision Date field and set it to Less than. Instead of entering today's date, it is more advantageous to use the Dynamic date option. By selecting Dynamic date, the search query will automatically adjust to the current date when executed. This approach is particularly beneficial if you plan to save the search query, as it will always be based on the date you perform the search, ensuring that the results remain relevant and up-to-date.
Tip: For additional insights, consider adding more fields to your searchresoult by clicking the gear icon in the top right corner before saving your search query. Including the field Revision started by allows you to see if a new version has been initiated, along with who began the revision process. For deeper visibility, you can also add the fields Revision – Started and Revision – Last modified to track when the draft was created and when it was last updated.