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.

Note: If your organization is using OAuth2 for user authentication

Performing case and document searches directly from File Explorer is not supported in a cloud setup as OAuth2 authentication is not supported by Windows Federated Search. See Supported Authentication Protocols (External link)


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.
  3. 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.

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

Important: The search in WorkZone Explorer should not be confused with the free text search in File Explorer. The File Explorer searches in file names.


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

Note: To search by date, the Windows date format must be dd-MM-yyyy. To verify the Windows date format, click Control Panel > Clock, Language, and Region > Change date, time, or number formats > Short date field.

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.