The Boolean Search feature allows users to search the application by combining keywords with operations such as AND, NOT, and OR to produce relevant search results. Boolean search provides a powerful search tool, combining a number of customizable filters to show only the most relevant results.
NOTE: This feature is only available if enabled by the eCASE administrator.
To access Boolean Search:
Navigate to Main Menu > Search > Boolean Search. The Boolean Search window appears
NOTE: To add filter lines, click Add Filter at the bottom of the search field.
Create the search terms using the fields in the Boolean Search screen, described below
Field | Description |
|---|---|
And/Or | And allows users to search for two fields (ex: "Assigned by" AND "Case Type.") Or allows users to search either of the selected fields (ex: "Assigned by" OR" "Case Type.") |
Field | Select the field to apply the search to. |
Operator | Select the Boolean search operator to be applied to this search. The available operators depend on the selected Field, and can include In, Before, After, Equals, etc. |
Value | Select a value to complete the Boolean search phrase. The available selections depend on both the selected Field and Operator |
Sample Boolean Search
The steps below demonstrate creating a Boolean search. This is only a sample, but provides the general framework for creating Boolean searches.
This example searches for a folder with a particular status AND in a specific date range.
Navigate to Main Menu > Search > Boolean Search. The Boolean Search screen appears
Under the Field column, select Task Status to search for folders in a particular status
Under Operator, select In, and under Value, select Assigned. This returns only folders with a task status of Assigned
Click Add Filter to add a second set of search criteria
Under the And/Or column, select AND to ensure the results show folders matching both criteria
Under Field, select Created Date
Under Operator select After to show only results after a certain date
Under Value use the Calendar to select a date of January 24, 2019
The search is now configured to show only results with a task status of "Assigned" and a creation date after 1/24/2019. Click Search to show the relevant results