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Select Search Criteria dialog (Data Mining)

Use this dialog to select the criteria to use in the search.
To open this dialog, select the Add or Edit button in the Add/Modify Searches dialog to open the Select Search Criteria dialog.

Fields & buttons

Use this field to add the name of a new search or change the name of an existing search that you or someone in your firm created.
Select federal or a state to indicate which returns or input screens you want to search for specific forms, calculated values, and/or input screen field values. This field lists all licensed federal and state applications for the client database that you selected in the Data Mining window.
Select this option to display the list of forms available for the selected federal or state application. When you select a form from this list, the search examines the database to find clients for whom that form was prepared. To search for clients for whom the form was
not
 prepared, select the
Form
 option and select the
Not prepared
 option.
Select this option to display the list of calculated value criteria available for the selected federal or state application. When you select calculated value criteria from this list, the search examines the database to find clients whose data contains those search criteria.
Select this option to display the list of all available input screen field search criteria. When you select an input screen field from this list, the search examines the database to find clients whose data includes the acceptable values for that input screen field.
Select this option to display the selected state application. When you select state attachment from this list, the search examines the database to find clients for whom that state was attached. To search for clients for whom the state return was not attached, select the State attachment option and select the Not attached option.
Select this option to display the list of all available return types.
Select this option to display the list of all client status events.
  • For calculated values - Select the Add/Modify button to open the Add/Modify Search Criteria dialog with the Calculated values list displayed. Here you can change the numeric values you want to find for each calculated value search criterion that you or someone in your firm created. You can also add new search criteria based on existing criteria.
  • For input screen fields - Select the Add/Modify button to open the Add/Modify Search Criteria dialog with the Input screen fields list displayed. Here you can add input screen fields to the list of available criteria and specify the data you want to find for each input screen field search criterion.
  • For Client status - Select the Add/Modify button to open the Add/Modify Search Criteria dialog with the Client status list displayed. Here you can add status events to the list of available criteria and specify the data you want to find for each event.
Select an available search criterion in this list and choose the Select button to include the criterion in the search. The search examines the database to find clients whose data includes the criterion.
Select this button to move the highlighted search criterion from the Available criteria list to the Selected criteria list below.
To remove a search criterion from the search, select the criterion in the Selected criteria list, then select this button. The criterion returns to the Available criteria list.
Displays the AND and OR relationships in the search formula if the selected search contains more than one criterion. If desired, you can edit the search formula.
Select this button to open the Edit Formula dialog. In this dialog, you can change the relationship between search criteria.
Related topic:
 Data Mining overview

This article applies to:

  • Product: UltraTax CS
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