Document search on child cases

You can find all documents on a parent case and its child cases in a search query by searching down the hierarchy of child cases for all documents. You must select a parent case and then define how the search query is to perform the search, either searching for the document only by case or searching downwards through the case hierarchy. Documents on the parent case are also listed in the search results.

Tip: You can also add the Documents in hierarchy detail tab to the case detail page to display a list of all documents attached to an active case and its child cases.

The Case (simple) field

The Case (simple) field on the Document search page field is used to specify the parent case and define the search behavior (how the search query is to perform the search).

You can toggle between two search behaviors:

  • Select [case] to search for the case only. The field can contain multiple cases.
  • Select [hierarchy] to search downwards through the case hierarchy. The field can only contain one case.

The direction of the case hierarchy search is always downwards through the parent-child case hierarchy. If you base your select on a child case, the search query will not "search upwards" from the child case to the parent case.

Like all searches, you can save your search and run it later and distribute it (share the search) with other WorkZone users.

To create a search for all documents on a case and its child cases:

  1. In the ribbon, click New search > Document to open the Document search page.
  2. In the ribbon of the Document search page, click the Show all fieldsbutton to display the Case (simple) field in the page.
  3. Click the Case (simple) field and select the parent case. All cases are displayed in the list, including child cases. Make sure that you have based your search in the correct parent case.
  4. Click [case] to the right of the Case (simple) text to toggle between case and hierarchy search. Make sure [hierarchy] is displayed.
  5. Fill in any other relevant fields. If you enter multiple search criteria in fields that can contain multiple values, for example Document type, an OR search will be performed.
  6. In the ribbon, click Search. The list of search results is displayed at the bottom of the page.

See also:

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