Categorize Plus Reference 
Category Filter

Category Filter combo boxes are used to filter Outlook items based on the categories assigned to Outlook items.  Category Filter combo boxes are one of four types of Filter Combo Boxes available in Categorize Plus and are added to the Categorize Plus Toolbar by selecting Category Tag Menu Items from the Categorize Plus Filter Menu.  The example at the end of this help topic illustrates how to add a Category Filter combo box to the toolbar.  For more information on how to create Category Tag Menu Items and add them to the Filter Menu, then please refer to the Building Menus help topic.

Applying a Category Filter

Immediately after selecting a Category Tag Menu Item from the Filter Menu, Categorize Plus reads the categories contained in the menu item's criteria field.  Categorize Plus then creates an Outlook SQL filter string that is designed to filter for Outlook items that contain categories that match the menu item's criteria.  This filter string is then added to the currently applied Outlook filter and a Category Filter combo box is added to the toolbar. 

For example, assume that the Category Tag Project A is selected from the Filter Menu as shown in the illustration below.  Immediately after making this selection, Categorize Plus reads the text contained in the criteria field of the selected menu item.  For this example, lets assume that this criteria field contains "Project A".  Therefore, Categorize Plus then creates an Outlook SQL filter string that will filter for all Outlook items that contain "Project A" in the item's category field.  This filter string is then added to the currently applied Outlook filter.  The end result is that only Outlook items that contain the category "Project A" are displayed in the current Outlook view.

Additional information that applies to this Help Topic

  • Learn more regarding the use of filters in Outlook 
    If you are connected to the internet and wish to learn more regarding how filters are used in Outlook, then click here to open a Microsoft Outlook help topic that explains how to filter items and files in Outlook views.
     
  • Learn how to identify Filter Combo Boxes
    Filter Combo Boxes that are displayed in the Categorize Plus Toolbar are identified by the Remove Filter Combo Boxes command button.  Combo boxes just to the right of this command button are Filter Combo Boxes.  Please refer to the Filter Combo Boxes help topic for more detailed information on identifying Filter Combo Boxes.
     
  • Learn more regarding Menu Item Criteria Fields 
    Category Filter combo boxes use the categories stored in the criteria field of Category Tag Menu Items to filter Outlook items.  To learn more regarding Category Tag Menu Items and how they are used in Categorize Plus, then please refer to the Menu Items help topic.  To learn how to assign categories to the criteria field of Category Tag Menu Items, then please refer to the Category Tags Criteria help topic.
     
  • Learn how Standard and Group Menu Hierarchies behave when adding Filter Combo Boxes to the toolbar
    Whenever a child Menu Item is selected from within a Standard Menu Hierarchy, then both the child Menu Item and the parent Menu Item are simultaneously added as combo boxes to the Categorize Plus Toolbar.  Conversely, when a child Menu Item is selected from within a Group Menu Hierarchy, then the parent group Menu Item is not added to the toolbar.  To learn more regarding the behavior of Standard and Group Menu Hierarchies, then please refer to the Standard Menu Hierarchy and Group Menu Hierarchy help topics.
     
  • Learn how Multi-Category Menu Items and Group Menu Hierarchies behave with Category Filter combo boxes
    If the criteria field associated with a Category Tag Menu Item contains multiple categories separated by commas, then the menu item is treated as a multi-criteria Category Tag Menu Item.  Please refer to the Category Tag Criteria help topic for more information regarding multi-criteria Category Tags.  In addition, Filter Combo Boxes can be added to the toolbar as part of a Group Menu Hierarchy.  Please refer to the Group Filters and Searches help topic for to learn how group Filter Combo Boxes behave when filtering Outlook items.

Additional Help Topics Regarding Filter Combo Boxes

Example of Adding a Category Filter to the Categorize Plus Toolbar:

See Also

Categorize Plus Toolbar | Filter Combo Boxes | Email Address Filter | Custom Filter | Standard Filter | Filter Menu | Building Menus | Feature Comparison


Copyright © 2008 - 2009 by Jon Zimmerman.   Microsoft® and Outlook® are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries.