This guide explains how to filter the Document Queue by one or more flags so you can quickly find documents that carry specific flags. Flag filtering works alongside the Document Queue's other filters.
Prerequisites
Flagging read permission (the Flags column and flag filter are only visible to users with this permission)
The
Flaggingfeature enabled for your tenantAt least one flag applied to documents (flags are applied during processing through Transformations, Rejection Rules, or Instruction Builds)
Steps
Open the Document Queue and open the filter dropdown.
Locate the flag filter. Flags are listed in the order set on the Flagging page. Each name appears once: when several organizations you work in have a flag with the same name, one entry selects all of them.
Use the search field to find flags by name, or use Select All to choose every flag at once.
Select one or more flags. Documents matching any selected flag are shown (OR logic).
Combine the flag filter with other filters, such as date range or status, as needed.
Expected Outcome
The Document Queue shows only documents that carry at least one of the selected flags. This includes documents that carry the flag by name only, such as a flag named by a global or country rule or read from a CSV supporting file. Applied flags appear in the Flags column as pill tags in their colors: the first two flags are shown, followed by a +N badge when there are more. Hovering over the badge shows the remaining flags.
Common Issues
Issue | Resolution |
Flags column or filter not visible | The |
A document shows N/A in the Flags column | The document is in PROCESSING, RETRYING, FAILED, or SPLITTING status, or has no flags |
Expected documents not appearing | The filter uses OR logic across selected flags. Confirm the right flags are selected and that they were actually applied during processing |
A flag on a document is not in the filter | The flag was deleted. Deleted flags stay on the documents that carry them but are no longer listed in the filter |
Notes
The flag filter uses OR logic: selecting multiple flags returns documents matching any of them, not all of them.
Selecting a flag also finds documents that carry a flag with the same name by name only, for example from a global or country rule or a CSV supporting file.
Documents in PROCESSING, RETRYING, FAILED, or SPLITTING status, and documents without flags, show N/A in the Flags column.
The Flags column and flag filter are only visible to users with read permissions for the Flagging feature.
A deleted flag stays on the documents that carry it, without color, until they are reprocessed.
When a document is reprocessed, its flags are recalculated, so filter results reflect the current state of your rules and instructions.