Group Filters and Searches

As the name implies, Group Filters and Group Searches are used to group other filters and searches together. The easiest way to understand the behavior of Group Filters and Group Searches is to demonstrate their behavior through examples. Illustrated below are examples of different Categorize Plus Toolbars that contain various combinations of Filter Combo Boxes. The filters shown in these illustrations are leveraged from the examples presented in the Standard Menu Hierarchy and the Group Menu Hierarchy help topics. Therefore, to understand how Group Filters and Group Searches behave, it is recommended to first review both of these help topics.

Note: The examples below apply equally well when using Search Combo Boxes instead of Filter Combo Boxes. In addition, for information on how to modify Filter Combo Boxes in order to re-create the toolbars shown in the examples below, then please refer to the Modify Filter and Search Combo Boxes and the Modify Group Filters and Searches help topics.

Example 1: Any Active Project

= All Outlook Items Categorized with Project B or Project C or Project D

The above toolbar was created using the example shown in Group Menu Hierarchy where Category Tags for all active projects are grouped under a single group Category Tag labeled Active. The result of this filter will display all Outlook items that are categorized with any project names that are children of the Active group Category Tag. In the case of this example, this will display all Outlook items categorized with Project B or Project C or Project D, which are the currently active projects in this example.

Example 2: Any Active Project, but Not Project C

= All Outlook Items Categorized with (Project B or Project D) and Not Project C

If an individual filter is added to the Categorize Plus Toolbar at the same time that it's parent group filter is added, then the individual child filter will always be given precedence over the group filter when the filter is applied. Therefore, the result of the above filter combination will display all Outlook items that are categorized with the names of projects listed under the Active group Category Tag, but will exclude those that are categorized with Project C. Since project B and project D are the only two other active projects, this filter will display all Outlook items that are categorized with either Project B or Project D and NOT categorized with Project C.

Example 3: No Active Project, unless uniquely Project C

= All Outlook Items Categorized with Not Project B and Not Project D and Project C

Once again, since an individual child filter will always be given precedence over a group filter when the filter is applied, the result of the above filter combination will display all Outlook items that are uniquely categorized with Project C and are NOT categorized with any other project name listed under the Active group Category Tag. Again, since project B and project D are the only two other active projects, this filter will display all Outlook items that are categorized with Project C and are NOT categorized Project B or Project D.

Example 4: Any Active Project, but Not Project C, and Packaging Returns

= All Outlook Items Categorized with (Project B or Project D) and Not Project C and Returns and Packaging

The above toolbar was created using the example shown in both Group Menu Hierarchy and Standard Menu Hierarchy. Similar to Example 2 shown above, the result of this filter will display all Outlook items that are categorized with either Project B or Project D and NOT categorized with Project C, and also categorized with Packaging and Returns.

Example 5: No Active Project and Packaging Returns

= All Outlook Items Categorized with NOT Project B and Not Project C and Not Project D and Returns and Packaging

The result of this filter will display all Outlook items that are NOT categorized with Project B, Project C or Project D, but are categorized with Packaging and Returns. This is not the same as Any Completed project and Packaging Returns, since there may be other Outlook items that are categorized with Packaging and Returns and yet are not categorized as Project A, which is the only project under the Completed group Category Tag in this example.

Additional Information Regarding using Group Filters

Modifying Group Filters and Searches explains the options for modifying Group Filters and Searches
Recursive Group Hierarchy explains the recursive behavior of a Group Menu Hierarchy