View and restore archives in Jitterbit EDI

Introduction

When transactions are archived, they appear on the Archive page (Harmony portal menu > EDI > Archive). This page has two areas, a Filters pane (left), and an archived transactions table (middle/right):

From here, you can do the following:

• Find archived transactions, using the search and filter tools.

• View, save, or print archived transactions, and change the layout of the table.

• Restore archived transactions.

Find archived transactions

You can use any or all of the following to find archived transactions:

• The filters pane, to find archived transactions based on their direction, status, partner, or document type.

• Date filters, to find archived transactions occurring within a specified date range.

• The search bar, to find archived transactions by document ID, or a combination of other transaction details, including document references and control numbers.

Filters pane

Use the Filters pane to filter archived transactions by direction, status, partner, or any of the document types defined in partner workflows:

To clear all or some of the filters, click the Clear All or Clear buttons. To close the filters pane, click Close. To open it again, click the Filters icon (next to the search bar).

Date filters

Use the date range or preset date range filters (highlighted below) to filter archived transactions by date:

To set a specific range, click the From Transaction Date and To Transaction Date icons, then select dates using the calendars that open. To set the date range to the last day, week, or month, click one of the preset buttons.

Search bar

Use the search bar (highlighted below) to find archived transactions using simple or advanced queries:

For a simple query, enter all or part of a document ID in the search bar, then press return. To clear it, delete the text or click the Clear icon.

To use an advanced query, click the Advanced button. The advanced search builder opens:

For each field, select a match operator from the menu, then enter a value to match with. When the query is ready, click the Search button. To close the advanced search builder, click the Clear button.

View, save, or print archived transactions

Archived transactions are shown as rows in a table with their details hidden by default:

Above the table's header row is a toolbar containing these icons:

• Restore Click to restore selected archives.

• Filter columns: Click to rearrange columns.

• Refresh: Click to refresh the table.

To show or hide an archived transaction's details, click the Expand or Collapse icons, or anywhere on an archive. The details for an archived transaction are in two tabs, Document information and Messages.

The Document information tab contains the archived transaction's document details (the format of which depends on the document type), and the Related Docs and Views panes:

The Related Docs pane shows related documents for the same order number. Click the link to open the related document in a new tab.

The Views pane shows document views, with links to the raw data for each view. Click the Raw link to open the data in a new browser.

Hover on a view to reveal these action icons:

• View: Click to view the document in a dialog window.

• Save: Click to save the document as a text file.

• Copy: Click to copy the document's contents to your system's clipboard.

• Print: Click to open your browser's print dialog.

The Messages pane contains messages related to the archived transaction:

To show only error messages, click Show Only Errors. To show or hide child messages, click the Expand or Collapse icons:

To open the archived transaction's document information in a new tab, hover on an archive and click Open in New Tab in the Actions column.

Table settings

You can sort the archive table, change the order and visibility of the columns, and set how many archived transactions appear on a page.

To sort the table, click a column heading. Subsequent clicks reverse then reset the sort order, which is indicated by an arrow.

To rearrange the columns, click the Columns icon. The Columns drawer opens:

Use the Filter Columns search bar to find columns. Click the and icons to hide or show columns. Drag the icon to move columns.

At the bottom of the pane are the page controls:

To set how many archives appear on a page, click the Items per page menu and select 100, 250, or 500. To jump to the next or previous page of archives, click the or buttons.

Restore archived transactions

To restore a single archive, hover on its Actions column and click the Restore icon. To restore many items, use the checkbox column to select them, then click the Restore icon.