Flylib.com

Books Software

 
 
 

Other Ways to Find Outlook Items


Other Ways to Find Outlook Items

Advanced Find uses the same interface as Search Folders and Customize View's filters and automatic formatting, so the criteria you use for Advanced Find can be used with views or in Search Folders.

Although Advanced Find, Custom View's filters, and Search Folders use the same filtering interface and criteria, each one serves a different need:

  • Use Advanced Find to search all folders in your message stores and display the results in a separate window. You can save Advanced Find searches and rerun them later.

  • Use filters in a customized view to filter items in a folder.

  • Search Folders combine the best of custom views and Advanced Find, filtering messages from all of your mail folders and showing the results in one folder.

Using Views

Custom views are commonly used to show a subset of items in a folder, such as all unread messages or all new messages. Custom views can replace Find or Advanced Find to display items matching your criteria. Custom views are often the best way to filter when you know which folder the item is stored in. Unlike Search Folders, custom views work with all Outlook item types.

Right-click the field names in your message list and select Custom. Select Filters and enter your criteria. Click OK twice to apply the filters to your folder.

graphics/bookpencil_icon.gif

For more information about creating custom views, see Hour 3, "Navigating the Outlook Interface."


Using Search Folders

Search Folders were designed for permanent searches. Using Search Folders instead of Advanced Find is a perfect choice when you frequently need to use the same search criteria for messages, such as showing all messages to and from your boss or a client. Unlike Advanced Find, the results display in the message list, not a second window. Because Search Folders work only with message folders, they don't replace Advanced Find for all of your searches. You'll find many uses for them, even with this limitation.

graphics/bookpencil_icon.gif

See "Using Search Folders" in Hour 9, "Keeping Email Organized," for more information about Search Folders.



Summary

By now, you should be able to find anything in your message store. Although Find has only basic features, many users rarely use anything but Find. Advanced Find offers a lot of options and filtering capabilities. As you improve your query building skills creating advanced finds, you can use the knowledge to develop custom view filters and Search Folders criteria.


Q&A

Q1:

I'd like to use Advanced Find to find everyone in my contacts who has a birthday coming up within the next three months. When I create the rule I think should work, it finds all birthdays, not just the upcoming ones.

A1:

Recurring appointments are difficult to filter because Outlook sees them as active all the time, not just once a year. If you use recurrence patterns and categories, you can perform this search using two rules, which you'll need to update as the months change:

Categories contains Birthday

Reoccurrence pattern contains June or July or August

You can use these criteria in a custom view filter; in fact, it might be better used as a custom view instead of Advanced Find.

Q2:

I like the new Outlook 2003 interface, but I am still trying to figure out how to create a search for all overdue task items.

A2:

My favorite Outlook feature will handle this for you. Because it's a task item, a custom view might work best:

  1. Select the Tasks folder and open the Define Views dialog using V iew, A rrange By, Current V iew, D efine Views. Select New, Table view and choose All Task Folders. Select OK and the Customize View dialog opens.

  2. Select Fi l ter to open the Filter dialog.

  3. On the Advanced tab, select F i eld, Frequently-Used Fields, Due By. The Use C ondition equals on or before and Value equals today .

  4. To restrict it to tasks not finished, select Complete from the All Task fields menu; the C ondition is equals and the Val u e is No . Choose A d d to List.

Your view is fished. Use the Views toolbar to switch between this and other views on your folder.