Search for cases and documents

You can search for cases and documents directly from File Explorer. Before you start a search, you must enable searching by adding two search connectors, one for cases and one for documents.

Enable free text search on cases and documents

1. In File Explorer, double-click the Search Cases.osdx search connector or the Search Documents.osdx search connector.



2. In the Add Search Connector dialog box, click Add to add the WorkZone Cases and WorkZone Documents search connectors to File Explorer. The search connectors WorkZone Cases in [database] and WorkZone Documents in [database] are added to Favorites.



3.  

Search for cases and documents

1. Double-click the WorkZone Cases or the WorkZone Documents search connector, depending on what you want to search for.
2. Enter a search term in the Search field, and press ENTER to display the search result.

The search results display a maximum of 1000 hits. The most recent cases and documents are shown in the search result.

An example of a document search result is shown below:

 



An example of a case search result is shown below:



If you double-click a child case in the search results, you can double-click the shortcut to open the parent case in File Explorer.

3. Double-click the case or document to open it.

Filter search results using search tags

When you search using search connectors, you can use search tags to filter the search results for a better overview. The search tags filter the current search results based on the text that you enter. Case folders and documents with properties that match the search tags will be displayed as search results.

Filter using dates, date ranges, and date and size expressions

You can use dates, date ranges, and date and time expressions with some of the search tags. You can, for example, filter cases and documents by the point in time when they were created, modified, due, or closed.

Date

Use these date formats to filter based on a date:

• dd-MM-yyyy
• yyyy-MM-dd
• dd/MM-yyyy

Date range

Use this format to create a filter interval.

• dd-MM-yyyy .. dd-MM-yyyy

Date expressions

You can use the following date expressions with search tags:

• today
• yesterday
• this week
• last week
• this month
• last month
• this year
• last year

Size expressions

You can use the following size filters with the search tag:

• empty
• tiny
• small
• medium
• large
• huge
• gigantic

Combine search tags

You can combine search tags to narrow down your search results even more. Separate the search tags with a space.

More search tag examples

Below, you can find examples of how to use search tags to search for cases and documents.

Search tag	Using search tags to search for cases	Using search tags to search for documents
created:	created:15-01-2015 created:today   Lists cases created on a specific date or today.	created:15-01-2015 created:today   Lists documents created on a specific date or today.
datecreated:	datecreated:15-01-2015   Lists cases created on a specific date.	datecreated:15-01-2015   Lists documents created on a specific date.
date:	created:15-01-2015   Lists cases created on a specific date.	created:15-01-2015   Lists documents created on a specific date.
modified:	modified:this week   Lists cases that were modified this week.	modified:this week   Lists documents that were modified this week.
datemodified:	datemodified:yesterday   Lists cases that were modified yesterday.	datemodified:yesterday   Lists documents that were modified yesterday.
due:	due:01-01-2015 .. 15-01-2015   Lists cases that are due within a certain period of time.	due:01-01-2015 .. 15-01-2015   Lists documents that are due within a certain period of time.
completed:	complete:this month   Lists cases that were closed within a certain period of time, for example, this month.	complete:this month   Lists documents that were closed within a certain period of time, for example, this month.
folder:	folder:laws   Lists cases with specific case groups, for example, cases with case groups that contain the word "laws".	folder:2015-000174   Lists documents from a case folder with a specific case number.   folder:Methodologies   Lists documents from case folders where the case title contains the word "Methodologies".   folder:Martin   Lists documents from case folders that were created by the case handler named Martin.   Note: This search is performed on information in auto completion fields on the case detail page in WorkZone Client. You can search by using case number, case title, and case handler.
folderpath:	folderpath:food   Lists cases with case groups that contain the word "food" in the case group hierarchy, for example: 00 - Food Authority\Laws and circulars 32 - Control East\Food Quality   Note: This search is performed on cases with a case group that contains a specific word as part of the case folder path (case group hierarchy).	See the folder: search tag for documents above.
open:	open:false   Lists only closed cases.   open:true   Lists only open cases.	open:false   Lists only closed documents.   open:true   Lists only open documents.
end:	end:today   Lists cases with a specific planned completed date, for example, today.	end:today   Lists documents with a specific reply deadline, for example, today.
owner:	owner:Martin   Lists cases assigned to a specific case handler, for example, "Martin".	owner:Martin   Lists documents assigned to a specific case handler, for example, "Martin".
author:	author:mar   Lists cases created by a specific employee. You want to search by using the employee's initials, for example, "mar". Tip: You can also enter: author:@me to only view cases that were created by you.	author:mar   Lists documents created by a specific employee. You want to search by using the employee's initials, for example, "mar". Tip: You can also enter: author:@me to only view documents that were created by you.
authors:	authors:Anne-Lise Nielsen   Lists cases created by a specific employee. You can search by using the full name or part of the name. Tip: The search term is case sensitive. To search by using part of a name, add an asterisk (*) before and after the search term, for example, authors:*Anne-Lise*.	authors:Anne-Lise Nielsen   Lists documents created by a specific employee. You can search by using the full name or part of the name. Tip: The search term is case sensitive. To search by using part of a name, add an asterisk (*) before and after the search term, for example, authors:*Anne-Lise*.
title:	title:research   Lists cases with specific words in the case document title, for example, "research". Tip: To search for an exact phrase in a title, enclose your search terms in quotes or brackets, for example, title:"research center" or title:(research center). The search result includes cases with the same words in the same order as inside the quotes or brackets.	title:research   Lists documents with specific words in the document title, for example, "research". Tip: To search for an exact phrase in a title, enclose your search terms in quotes or brackets, for example, title:"research center" or title:(research center). The search result includes documents with the same words in the same order as inside the quotes or brackets.
name:	name:research   Performs the same search as above.	name:research   Performs the same search as above.
filename:	filename:hearing   Lists cases that contain a specific text in the file name, for example, "hearing".	filename:hearing   Lists documents that contain a specific text in the file name, for example, "hearing".
person:	person:nielsen person:anne-lise   Lists cases with a specific party assigned, for example, "Anne-lise Nielsen". Note: This is a combined search using first and last name.
to:	to:Marcus   Lists cases with a specific party with the role Recipient. Note: This is a free text search using either Name 1 or Name 2 in WorkZone Client.	to:Marcus   Lists documents with a specific party with the role Recipient. Note: This is a free text search using either Name 1 or Name 2 in WorkZone Client.
from:	from:filippa   Lists cases with a specific party with the role Sender. Note: This is a free text search using either Name 1 or Name 2 in WorkZone Client.	from:filippa   Lists documents with a specific party with the role Sender. Note: This is a free text search using either Name 1 or Name 2 in WorkZone Client.
cc:	cc:marie   Lists cases with a specific party with the role Copy recipient. Note: This is a free text search using either Name 1 or Name 2 in WorkZone Client.	cc:marie   Lists documents with a specific party with the role Copy recipient. Note: This is a free text search using either Name 1 or Name 2 in WorkZone Client.
size:		size:large   Lists large documents.
extension:		extension:xlsx   Lists documents of a specific file type, for example, Microsoft Excel sheets.

See Supported search tags for a list of search tags. The list includes field names that can be searched in WorkZone Content Server.