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Add/Modify Search Criteria dialog (Data Mining)

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, select the
Calculated value
 option, the
Input screen field
 option, or the
Client status
 option in the Select Search Criteria dialog, and then select the Add/Modify button. (Note that it does not matter which option you select; 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.
Select 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 select the Another button.
  • To edit an existing, user-created search criterion, highlight it in the list and select the Edit button.
Select this option to access the list of selected input screen field search criteria.
  • To add input screen fields to the list, select the Add button, navigate to the desired field, and then select the Select button.
  • To edit a user-created input screen field criterion, highlight the search criterion in the list and select the Edit button.
Select 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 select the Another button.
  • To edit an existing, user-created status event search criterion, highlight it in the list and select the Edit button.
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.
This display-only field shows the name of the input screen field criterion highlighted in the Search Criteria list.
This display-only field shows the name of the client status criterion highlighted in the Search Criteria list.
Enter the value to use as the basis of the search criterion.
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.
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.
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.
Select the name of the month to use as the basis of the search criterion.
Select this button to move all the values from the Values that are not acceptable pane on the left to the Acceptable values pane.
Select this button to move the highlighted value from the Values that are not acceptable pane on the left to the Acceptable values pane.
Select this button to move the highlighted value from the Acceptable values pane on the right to the Values that are not acceptable pane.
Select 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.
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.
Select this option to view a list of status event criteria that have been logged at any time for clients.
Select this option to view a list of status event criteria are the current status for clients.
Select this option to view a list of status event criteria have not been logged for clients.
Related topic:
 Data Mining overview

This article applies to:

  • Product: UltraTax CS
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