Search filters are a series of filters that you can apply to messages. Plan and think about your company's message requirements and determine which search filters you want to create and use. It's important to test the search filters to ensure you are getting the correct results, and then save for optimal use.
Note: Search filters are auto saved or can be manually saved.
Create a search filter
You can create new search filters from scratch or based on existing search filters.
To create a search filter
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Start the Server Administrator.
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On the Start menu, click Upland AccuRoute >
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Expand the server tree and Configuration node, if necessary.
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Right-click Search Filters. The Search Filters short-cut menu appears.
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Select New > Search Filters. The Select Search Filter dialog box appears.
Note: The Search Filter dialog box can also be used to do ad-hoc searches, cancel, delete, or resend messages. Ad-hoc searches are automatically saved for you as reusable search filters. See About Search Filters for more information.
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On the Criteria drop-down list, select any of the following criteria.
- JobID - is an identification number assigned to a message processed by the server.
- Originator, Job Status (All Jobs), Date (All Dates) filters information related to the sender, job status like in process, and date value like this week.
- Destination, Type (Any), Job Status (All Jobs), Date (All Dates) filters information related to destination type like email, job status like in history and date value like last week.
- Advanced - is used to specify or insert system and/or user-defined property strings in the Advanced box.
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Click Go. The search results appear. Ensure the results meet your filter requirements.
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Click Save on the Save drop-down list. The Save short-cut menu appears.
- Click Save on the Save short-cut menu. The Save Search Filter As dialog box appears.
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Type a search filter name in the Name text box.
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Click Save . The search filter is saved and appears in theSearch Filters Details pane.
Create a search filter based on an existing search filter
To create a search filter based on an existing search filter
- Repeat steps 1 through 4 listed above.
- On the Select Search Filter dialog box, select Search Filters on the Criteria drop-down list.
- Select the search filter you want to use on the Search bar next to the Criteria drop-down list.
- Click Edit.
- Edit the search filter.
- Click Go. Ensure the results meet your filter requirements.
- Click Save As on the Save drop-down list.
- Rename the search filter name in the Name box.
- Click Save.
Note: When a search filter becomes obsolete and is no longer applicable, you can delete it from the Search Filters Details pane.