7.3 Using Advanced Find

Use Advanced Find when you want to use very specific and possibly complex search criteria. Advanced Find is available both from Find and from Global Find.

7.3.1 Composing an Advanced Find

  1. Click Find in the Item List header of a folder.

    or

    Click Find toolbar icon on the toolbar.

  2. Click Advanced Find.

  3. Select a field in the first drop-down list, click an operator, then type or select a value.

    Advanced Find dialog box

    For an explanation of the available fields, see Section 7.3.2, Selecting Fields in Advanced Finds and Rules.

    The available operators depend upon the field you choose. For information about the operators and their functions, see Section 7.3.3, Using Operators in Advanced Finds and Rules and Section 7.3.4, Using Wildcard Characters and Switches in Advanced Finds and Rules.

  4. Click the last drop-down list, then select an action:

    And: Creates a new row. The Find results list items that match the conditions in each row joined by And.

    Or: Creates a new row. The Find results list items that match the conditions in either row joined by Or. The items don’t need to match the conditions in both rows.

    Insert Row: Inserts a new row below the current row and pushes the remaining rows down. Insert Row is useful if you’ve already created some search criteria, and you want to add more criteria in the middle.

    Delete Row: Removes the current row from the search criteria.

    New Group: Begins a new group of rows. You can then join the groups by an And or Or. If two groups are joined by And, the items must match all conditions in both groups. If two groups are joined by Or, the items must match all conditions in either group, but not necessarily both.

    End: Designates the last row of conditions in the search criteria. If you select End in a row that is followed by other rows or groups, the subsequent rows and groups are deleted.

  5. Click OK to transfer your search criteria to the Find dialog box.

  6. (Optional) Click Save if you want to store your search criteria for future use.

    Saving enables you to use the same criteria in the future without needing to enter it again.

  7. Click OK to begin the Advanced Find.

7.3.2 Selecting Fields in Advanced Finds and Rules

This section explains many of the fields available to you when you’re creating an Advanced Find or a rule. Other user-defined fields might also be available.

Field Name

This Field Refers to:

Field Criteria Entry

% Complete

The percentage complete for a task.

Specify the task completion percentage. You can use equal to, less than, greater than, and so on.

Account

The account used to send or the account the item was received from.

Specify GroupWise, POP3, IMAP, or NNTP.

Assigned Date

The start date of a task.

Depending on the operator, you can specify a time period that the task falls within, or specify an exact date.

Attachment List

Types of attachments such as files, sounds, movies, or OLE objects.

Rules that inspect the attachment list for attachments recognize attachments only when the attachments are at the first level of the message. Attachments that are nested further down in the message hierarchy are not recognized by the rule.

Select an attachment from the drop-down list.

Attachments

Attachments containing certain text or phrases that you specify.

Specify attachment text.

Author

The name of the person who authored a document.

Specify the document author’s name.

Caller’s Company

Text appearing in the Caller’s Company field of a phone message.

Specify a company name.

Caller’s Name

Text appearing in the Caller field of a phone message.

Specify a caller name.

Caller’s Phone Number

A phone number appearing in the Phone field of a phone message.

Specify a phone number.

Category

The category assigned to an item.

Specify an existing category.

Cc

A person’s name appearing in the CC field of an item.

Specify a CC field name.

Completed Date

The date when a user marks a task Completed.

Specify the task completion date. You can use equal to or you can use before or after today’s date.

Copy Type

The type of message a user receives (To, CC, or BC).

Select To, CC, or BC from the drop-down list.

Created

The date you clicked the Send button or posted an item to your Calendar.

Depending on the operator, you can specify a time period that the item falls within, or specify an exact date.

Date Opened

The date a document was last opened.

Depending on the operator, you can specify a time period that the document falls within, or specify an exact date.

Delivered

The date and time that the item appeared in the recipients’ Mailboxes.

Depending on the operator, you can specify a time period that the item falls within, or specify an exact date.

Document Created Date

The date the document was created.

Depending on the operator, you can specify a time period that the item falls within, or specify an exact date.

Document Creator

The name of the person who created the document.

Specify the document creator’s name.

Document Number

The number of a document.

Specify an integer.

Document Type

The type of a document in the library, such as a form, expense report, or memo.

Specify a document type.

Due / End Date

The date that a task is due, or the end date and time of an appointment.

Depending on the operator, you can specify a time period that the task or appointment falls within, or specify an exact date.

Extended Item Status

Whether an item is third-party downloaded, third-party archived, third-party restored, or third-party stubbed.

Select the item status from the drop-down list.

Filename Extension

The filename extension of a document in a library.

Specify a filename extension (for example, .exe).

From

The name of a person in the From field of an item.

Specify the From field.

Item Source

Whether the item was received, sent, posted, or a draft.

Select the item source from the drop-down list.

Item Status

Whether an item has been accepted, completed, opened, read, marked private, or the subject is concealed.

Select the item status from the drop-down list.

Item Type

Types of items such as mail messages, appointments, and so on.

Select the item type from the drop-down list.

Library

The library in which documents are stored.

Select the library from the drop-down list.

Message

Text appearing in the Message field of an item.

Type part or all of the Message field.

My Subject

Text appearing in the My Subject field of the Personalize tab.

Specify part or all of the My Subject text.

Number Accepted

The number of recipients that have accepted an item you sent.

Depending on the operator, you can specify an integer or select a variable from the drop-down list.

Number Completed

The number of recipients that have completed an item you sent.

Depending on the operator, you can specify an integer or select a variable from the drop-down list.

Number Deleted

The number of recipients that have deleted an item you sent.

Depending on the operator, you can specify an integer or select a variable from the drop-down list.

Number Opened

The number of recipients that have opened an item you sent.

Depending on the operator, you can specify an integer or select a variable from the drop-down list.

Number Replied

The number of recipients that have replied to an item you sent.

Depending on the operator, you can specify an integer or select a variable from the drop-down list.

Opened By

The name of the person who last opened this version of a document.

Specify a name.

Personal Attachments

Text in attachments that have been added to received items.

Type the text to search for.

Place

Text appearing in the Place field of an appointment.

Type part or all of the Place field.

Posted By

Name appearing in the From field of a posted item.

Specify the From field.

Priority

The priority of an item: high, standard, or low.

Select the priority from the drop-down list.

Send Options

Items with a Reply Requested send option.

Select the option from the drop-down list.

Size

The size of an item including its attachments.

Specify an integer.

Started

The start date of a task. When a task is carried forward to the next day, the start date becomes the new date.

Depending on the operator, you can specify a time period that the task falls within, or specify an exact date.

Subclass

Other items such as forms, custom messages, and C3PO programs.

Type the string to search for.

Subject

Text appearing in the Subject box of an item.

Specify part or all of the Subject field.

Task Category

The alphabetical priority of a task (A, B, C, and so on).

Specify a single letter.

Task Priority

The numerical priority of a task (1, 2, 3, and so on).

Specify an integer.

Thread State

The “state” assigned to an item in a message thread.

Specify Read, Watch, or Ignore.

To

A person’s name appearing in the To field of an item.

Specify a To field name.

Total Recipients

The total number of recipients of an item.

Depending on the operator, you can specify an integer or select a variable from the drop-down list.

Version Created Date

The date a specific version of a document was created.

Depending on the operator, you can specify a time period that the document falls within, or specify an exact date.

Version Creator

The name of the person who created this version of a document.

Specify the document creator’s name.

Version Description

The description of the document version.

Specify a document version description.

Version Number

The version number of the document.

Select the version from the drop-down list, or click Select Version and specify the version number.

Version Status

The current status of a document.

Select a status from the drop-down list.

View Name

The name of the view in which you’re creating or reading an item. The view names correspond to the names displayed when you click the down-arrow next to the item view buttons on the toolbar.

Specify a view name.

7.3.3 Using Operators in Advanced Finds and Rules

When you click Advanced Find, the Advanced Find dialog box appears. Select the operator from the Operator drop-down list Operator List icon .

The available operators depend on the field you have selected in the first drop-down list. With the exception of the [] Contains and [x] Does Not Contain, all of the operators use a string pattern algorithm to find matching items. For example, mac would find all items with mac, macos, macintosh, etc. You can use wildcard characters and switches as discussed in Section 7.3.4, Using Wildcard Characters and Switches in Advanced Finds and Rules.

The [] Contains and [x] Does Not Contain operators use a whole word index that matches the entire word and not a set of characters included in any word. However, you should not include punctuation with the words. For example,” [OS]” does not find any results; however, “OS” finds “[OS]” and other words such as “cost”, “across”, and “post.”

Operator

Example

Result Includes

= Equal To

Item Type = Mail

Only mail messages.

! Not Equal To

Item Type ! Appointment

All item types except appointments.

< Less Than

Number Accepted < 4

Items that fewer than 4 recipients accepted.

<= Less Than or Equal To

Number Accepted <= 4

Items that 4 or fewer recipients accepted.

> Greater Than

Number Read > 6

Items that more than 6 recipients read.

>= Greater Than or Equal To

Number Read >= 6

Items that 6 or more recipients read.

= Equal to Field

Number Accepted = Total Recipients

Items where the number of recipients who accepted equals the total number of recipients.

! Not Equal to Field

Number Read ! Number Accepted

Items where the number of recipients who read the item is not equal to the number of recipients who accepted.

< Less Than Field

Number Opened < Total Recipients

Items where the number of recipients who opened the item is less than the total number of recipients.

<= Less Than or Equal to Field

Number Opened <= Total Recipients

Items where the number of recipients who opened the item is less than or equal to the total number of recipients.

> Greater Than Field

Number Opened > Number Deleted

Items where the number of recipients who have opened the item is greater than the number of recipients who have deleted the item.

>= Greater Than or Equal to Field

Number Opened >= Number Deleted

Items where the number of recipients who have opened the item is greater than or equal to the number of recipients who have deleted the item.

[ ] Includes

Item Status [ ] Completed

Items that have been completed.

! Does Not Include

Item Status ! Accepted

Items that have not been accepted.

[ ] Contains

From [ ] Bill

Items where the From field contains "Bill," such as items from Bill Jones, Bill Smith, and so on. Does not support wildcard characters.

[x] Does Not Contain

From [x] Bill

Items where the From field does not contain “Bill,” such as items from Bill Jones, Bill Smith, and so on. Does not support wildcard characters.

|-> Begins With

To -> cli

Items where the To field begins with “cli” such as “Client Group” or “Clive Winters.”

= Matches

Subject = customer reports

Items where the Subject field reads “Customer Reports.”

= On

Created = Today

Items that were sent today.

>= On or After

Created >= Yesterday

Items that were sent yesterday or later.

> After

Created > Yesterday

Items that were sent later than but not including yesterday.

< Before

Due/End Date < Tomorrow

Tasks that are due before tomorrow.

<= On or Before

Due/End Date <= Tomorrow

Tasks that are due tomorrow or earlier.

-> Within

Due/End Date -> 3 Day

Tasks that are due between and including today and three days after today.

<- Previous

Due/End Date <- 3 Day

Tasks that were due between and including today and three days before today.

= On Date

Created = 5/29/10

Items that were created on May 29, 2010.

> After Date

Created > 5/29/10

Items that were created after May 29, 2010.

>= On or After Date

Created >= 5/29/10

Items that were created on or after May 29, 2010.

< Before Date

Created < 5/29/10

Items that were created before May 29, 2010.

<= On or Before Date

Created <= 5/29/10

Items that were created on or before May 29, 2010.

7.3.4 Using Wildcard Characters and Switches in Advanced Finds and Rules

These wildcard characters and switches are available in the Advanced Find dialog box and the Define Conditions dialog box only when you’ve selected certain fields that require you to type additional text. They are applicable only when you select the [ ] Contains operator.

Wildcard Character(s) and Switches

What the Find or Rule Will Match

AND, &, or a space

All items that meet two or more conditions. For example, mountain & goat, mountain AND goat, and mountain goat all find items containing the words “mountain” and “goat.”

OR or |

All items that meet one of two or more conditions. For example, mountain goat and mountain OR goat both find items containing “mountain” or “goat” or both words.

NOT or !

All items containing one condition but not the other. For example, mountain ! goat and mountain NOT goat both find items containing the word “mountain” but not the word “goat.” Items that contain both are not included.

"

All text found within quotation marks. For example, “mountain goats” finds all items containing the phrase “mountain goats.” This does not work with documents or document references.

?

Matches any one character. For example, jo?n finds all items containing the word “john,” “joan,” “join,” and so on.

*

Matches zero or more characters. For example, mountain* finds all items containing the words “mountain,” “mountains,” “mountainous,” and so on.

/NOCASE (default)

Items containing a specific word, regardless of case. For example, /NOCASE ZOO finds both “Zoo” and “zoo.”

/WILDCARD (default)

Items containing the search terms where * and ? are treated as wildcard characters. For example, /WILDCARD jo?n finds “john”, “joan”, and “join.”