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Use this dialog to define the search criteria for calculated values and input screen fields. The defined search criteria are then available for use in all new and existing searches. Data Mining provides default search criterion definitions in the Search Criteria list for the database you selected in the Data Mining window.
To open this dialog, click the Calculated value option, the Input screen field option, or the Client status option in the Select Search Criteria dialog, and then click the Add/Modify button. (Note that it does not matter which option you click; the dialog that opens enables you to add or modify either type of search criterion.)
Fields & buttons
Select the federal or state application for which you want to define search criteria. This list includes all licensed federal and state applications within the database (for example, 1040 or 1120) that you selected from the Data Mining window.
Click this option to access the list of calculated values search criteria for the selected application.
- To add another criterion based on an existing criterion, highlight the criterion and click the Another button.
- To edit an existing, user-created search criterion, highlight it in the list and click the Edit button.
Note: Predefined search criteria, which are included with Data Mining, cannot be modified.
When you add or modify a search criterion in the Search Criteria list, the new definition applies to all searches that use that criterion. If you do not want to affect existing searches, do not modify the search criterion. Instead, add and edit a new search criterion.
Click this option to view the list of status event search criteria.
- To add another status event search criterion based on an existing criterion, highlight the criterion and click the Another button.
- To edit an existing, user-created status event search criterion, highlight it in the list and click the Edit button.
Note: Predefined search criteria, which are included with Data Mining, cannot be modified.
When you add or modify a search criterion in the Search Criteria list, the new definition applies to all searches that use that criterion. If you do not want to affect existing searches, do not modify the search criterion. Instead, add and edit a new search criterion.
The availability of the following fields and buttons depend on the options and entities you select.
This display-only field shows the name of the calculated value criterion highlighted in the Search Criteria list.
Note: The name of this field changes to show whether the selected criterion is a calculated value, input screen field, or client status.
This display-only field shows the name of the input screen field criterion highlighted in the Search Criteria list.
Note: This field is available only when Federal is selected in the Product drop-down menu. The name of this field changes to show whether the selected criterion is a calculated value, input screen field, or client status.
This display-only field shows the name of the client status criterion highlighted in the Search Criteria list.
Note: The name of this field changes to show whether the selected criterion is a calculated value, input screen field, or client status.
Enter the value to use as the basis of the search criterion.
Notes
- If Between is selected in the Operator field, the Value in Field field becomes the Greater than or equal field and a new field, Less than or equal field, appears. Enter in these two fields the range of values to use as the basis of the search criterion.
- This field only appears if the selected search criterion is based on a calculated value, an input screen field that does not have an attached fieldview, or a client status. This field is enabled when you highlight a user-created calculated value criterion in the Search Criteria list and click either the Another or Edit button, or when you highlight an input screen field that does not have an attached fieldview.
- Predefined search criteria, which are included with Data Mining, cannot be modified.
Choose the mathematical operator for your custom search criterion. Data Mining uses operators to limit a search to a specific range of acceptable calculated values or other number and dollar amounts.
Notes
- This field only appears if the selected search criterion is based on a calculated value or on an input screen field that does not have an attached fieldview. This field is enabled when you do one of the following:
- Highlight a predefined calculated value or client status criterion in the Search Criteria list and click the Another button.
- Highlight a user-created calculated value or client status criterion in the Search Criteria list and click the Edit button.
- Highlight a user-created input screen field criterion that does not have an attached fieldview and click the Edit button.
- Predefined search criteria, which are included with Data Mining, cannot be modified.
Displays the values that you removed from the Acceptable values pane on the right. In a search, Data Mining passes only the clients whose data includes acceptable values. Use the Accept or Reject buttons to move values into or out of this pane.
Note: This pane only appears if you click the Input screen field search criteria option and the selected criterion is a field with an attached fieldview. This pane is enabled only for custom, user-created criteria.
Displays the list of acceptable values. In a search, Data Mining passes only the clients whose data includes acceptable values. Use the Accept or Reject buttons to move values into or out of this pane.
Note: This pane only appears if you click the Input screen field search criteria option and the selected criterion is a field with an attached fieldview. This pane is enabled only for custom, user-created criteria.
Select the name of the month to use as the basis of the search criterion.
Note: This field only appears if an input screen field that contains a date has been selected as the search criterion and if the In the Month of operator is selected in the Operator field. This field is enabled only for custom, user-created criteria.
Click this button to move all the values from the Values that are not acceptable pane on the left to the Acceptable values pane.
Note: This button only appears if you click the Input screen field search criteria option and the selected criterion is a field with an attached fieldview. This button is enabled only for custom, user-created criteria.
Click this button to move the highlighted value from the Values that are not acceptable pane on the left to the Acceptable values pane.
Note: This button only appears if you click the Input screen field search criteria option and the selected criterion is a field with an attached fieldview. This button is enabled only for custom, user-created criteria.
Click this button to move the highlighted value from the Acceptable values pane on the right to the Values that are not acceptable pane.
Note: This button only appears if you click the Input screen field search criteria option and the selected criterion is a field with an attached fieldview. This button is enabled only for custom, user-created criteria.
Click this button to reject all the values displayed in the Acceptable values pane on the right. Rejected values appear in the Values that are not acceptable pane.
Note: This button only appears if you click the Input screen field search criteria option and the selected criterion is a field with an attached fieldview. This button is enabled only for custom, user-created criteria.
Select this option if the input screen you have selected has multiple units and at least one of the units should contain the criteria.
Select this option if the input screen you have selected has multiple units and all the units should contain the criteria.
Select this option if the input screen you have selected has multiple units and no units contain the criteria.
Click this option to view a list of status event criteria that have been logged at any time for clients.
Click this option to view a list of status event criteria are the current status for clients.
Click this option to view a list of status event criteria have not been logged for clients.
Related topic: Data Mining overview
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