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How to have a history of users that download a document?

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Regular Member

How to have a history of users that download a document?

Hello all, I hope you are great.

 

Any of you know if is possible for a product manager to have a view of the users that downloaded a file?

What our product manager has in mind is a new tab in the document info where he can verify who download the document and maybe comments written by the user when the files was downloaded by the user.

 

Thank you in advance for any idea or suggestion?

Best regards

Luis Chavarría 

1 ACCEPTED SOLUTION

Accepted Solutions
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Re: How to have a history of users that download a document?

Luis,

 

Are you looking for something like this?

d_graham_0-1599573682974.png

 

 

When the *Download Report button is selected a Report opens that, in the background, has been automatically edited to use the object whose page was used to open the report as the search criteria.

 

 

Results can be whatever is required.  This is just to show it's doable.

d_graham_1-1599573729695.png

Results

d_graham_2-1599573974192.png

 

Thoughts?

 

David

View solution in original post

5 REPLIES 5
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Re: How to have a history of users that download a document?

The OTB Security Auditing allows for this.  Edit configAudit.xml to include the Download event.

Can view directly from Site, Util, Security Audit or create a qml report against the AUDITRECORD info in the dabase.

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Re: How to have a history of users that download a document?

Hello @mlockwood-2 

 

Thanks for taking your time answering me. I will try what you said, it seems promising. 

 

Thanks again.

Luis 

Highlighted

Re: How to have a history of users that download a document?

Luis,

 

Are you looking for something like this?

d_graham_0-1599573682974.png

 

 

When the *Download Report button is selected a Report opens that, in the background, has been automatically edited to use the object whose page was used to open the report as the search criteria.

 

 

Results can be whatever is required.  This is just to show it's doable.

d_graham_1-1599573729695.png

Results

d_graham_2-1599573974192.png

 

Thoughts?

 

David

View solution in original post

Highlighted

Re: How to have a history of users that download a document?

@d_graham  Thanks a lot,

This is what I was looking for. An easy way that the user could have a report of who download the file.

 

 

Again thanks a lot.

Luis 

Highlighted

Re: How to have a history of users that download a document?

Luis,

 

I think I came up with a better solution.

Still uses the button below as before but now the button opens a Report.

d_graham_0-1599525106885.png

 

 

 

 

Report opens and user selects "Generate".  Note there are no inputs so the user can't go wrong.

The criteria inputs are automatically set based on the WTDocument so no need to even show them to the user.

d_graham_2-1599502173802.png

Or display optional data to be displayed and let the user choose.

In the example below username is NOT optional so it will always be displayed.

d_graham_1-1599569358524.png

 

After selecting "Generate" the user gets the report.

d_graham_3-1599502287096.png

The nice part is you can edit the "Select" and "Order" part of the Report Template per your requirements.  Just don't touch the criteria part.

Once the tools is in place you don't need to be a developer to make these edits.  Any admin could do it.

 

Using this technique you could automatically edit and run a Report using ANY data that can be queried using (in this case) the WTDocument as a starting point to retrieve the input criteria (or any thing else in the report).

 

I think this has some interesting potential.

 

David

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