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Follow these steps to include data from federal or state input screens in your custom search.
- In the Add/Modify Search Criteria dialog, click the Input screen field option.
- From the Product field, select federal or a state for the input screen criterion that you want to define.
- Do one of the following:
- To add a new criterion based on an existing criterion: Click the Add button and select the appropriate input screen field. For more information, see Selecting input screen fields in Data Mining.
- To change the current definition of an existing, user-created criterion: Highlight the desired criterion in the list and click the Edit button.
Note: Predefined search criteria, which are included with Data Mining, cannot be modified.
When you change the definition of an existing, user-created criterion, the new definition applies to all searches that already include 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.
- Do one of the following:
- If the selected field has an attached fieldview: If this type of field is selected, the Acceptable values pane and Values that are not acceptable pane will be enabled. By default, Data Mining lists all possible values in the Acceptable values pane. To exclude a value from the search criterion, highlight it in the Acceptable values pane and click the Reject button. View an example.
Note: To include a value from the Values that are not acceptable pane, highlight the value and click the Accept button.
- If the selected field does not have a fieldview: If this type of field is selected, the Operator drop-down list and Value in field field will be enabled. Select a mathematical operator from the Operator field, and enter the desired value in the Value in Field field, the value ranges fields, or the Month field (depending on the field and operator you selected). View an example.
Note: If the selected criteria involves a multiple-unit input screen, select the At least one option to indicate that a client should pass the search if at least one unit meets the criteria, or select the All option to indicate that the client should pass the search only when all of the units meet the criteria.
- If the selected field has an attached fieldview: If this type of field is selected, the Acceptable values pane and Values that are not acceptable pane will be enabled. By default, Data Mining lists all possible values in the Acceptable values pane. To exclude a value from the search criterion, highlight it in the Acceptable values pane and click the Reject button. View an example.
- Click the Enter button to save your changes.
- Do one of the following:
- To add or modify other input screen field criteria: Repeat Steps 3 through 5.
- To add or modify calculated values search criteria: See Add or modify criteria that search for specific calculated values in the client's federal or state returns.
- To close the Add/Modify Search Criteria dialog: Click Done.
The new search criterion you created can now be added to your search.
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