UR Metadata and Searching

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Posted by Daly de Gagne
Mar 13, 2007 at 01:23 AM

Dominik, many thanks for this and your following messages.

I appreciate your time and help.

Daly

Dominik Holenstein wrote:
>Daly
> >I try my best to explain you my way:
> >1. Open a new tab and press Ctrl + Shift + F
>2.
>Klick on the button ‘Advanced >>’
>3. UR shows you now an empty search pane or the
>previous search
>4. Choose the field you want to search on the column
>‘Item/Attributes’
>5. Choose the appropriate item in the list ‘Comparison’
>6.
>Enter the value so search in the column ‘Value’. You can use wildcards and other search
>criterias in that field
>7. Now click on the right key of your mouse. From the opening
>window choose ‘Insert’
>8. UR adds a new line
>9. The default value in the column
>‘Relationship’ is ‘and’. You can change that to ‘or’
>10. Now you can to the same from
>step 4 to 6
>11. The order of the search criterias can be critical.
>12. You can even move
>a search criteria on the right (see example below). This allows to create quite
>complex hierachical search queries.
>13. Best of all: You can save a search query in UR
>for later use.
>14. Important: Even I am working the the advanced search in UR I still
>feel I don’t use all the possibilities.
> >Here and example:
>I want to run a search to
>list all tasks related to Siebel (Siebel proejct names start with SP) and which are
>either of status Open, Postponed or Not defined.
> >Relationship Item/Attribute
>Comparison Value
> Project matches wildcard SP*
>and Status equals to Open
> or Status
>equals to Not defiend
> or Status equals to Postponed
> >UR provides one of the most
>sophisticated search features in the outliner market. But I agree with you Daly that
>it is not easy to figure out how it really works and to see the potential. I propose to
>play around with it to get a feeling of it. Or you could write to Kinook and ask nicely for
>a tutorial.
> >I hope these lines can help you to remove the clouds from UR.
> >Dominik
>

Posted by Daly de Gagne
Mar 13, 2007 at 01:24 AM

Jan, thanks.

Daly

Jan Rifkinson wrote:
> >
>Dominik Holenstein wrote:
>>Daly,
>>
>>Sorry for posting again.
>>But the example
>above is not showing up
>>correctly
> >Don’t forget to mention to Daly that he has to
>right click in search criteria in order to move to the right. Took me a while to find that
>little gem. :-)
> >Jan

Posted by Dominik Holenstein
Mar 13, 2007 at 08:40 AM

Daly,

I have refined the search instructions (Jan, thank you for your input):

1. Open a new tab (Ctrl+T) and press Ctrl+Shift+F
2. Klick on the button ‘Advanced >>’
3. UR shows you now an empty search pane or the previous search
4. Choose the field you want to search on the column ‘Item/Attributes’
5. Choose the appropriate item in the list ‘Comparison’
6. Enter the value so search in the column ‘Value’. You can use wildcards and other search criterias in that field
7. Now click on the right key of your mouse. From the opening window choose ‘Insert’
8. UR adds a new and empty line
9. The default value in the column ‘Relationship’ is ‘and’. You can change that to ‘or’
10. Now you can repeat the steps 4 to 9 as long until your query fits your search requirements
11. The order of the search criterias can be critical.

12. You can even move a search criteria on the right (right click on your mouse and choose ‘Move’ from the appearing window and the appropriate item in the sub window -> see example below / You can do the same by using this shortcut: Ctrl+Shift+right arrow). This feature allows you to create quite complex hierachical search queries.

13. Save the Search: You can save a search query anywhere in UR for later use. Navigate to the place in your topic hierarchy where you want to store your query. Then press this keyboard shortcut: Alt+Ins and choose ‘Search’ to add the search as a child to the active topic or Shift+Alt+Ins to add the search as a sibling. Then continue with step 2.
I have created a ‘Status Queries’ folder in my project management file where I store all my repeating queries like ‘Today’, ‘Overdue’, ‘All open Tasks’, ‘All open Tasks by project X’, ‘All open tasks assigned to Y’ etc.

Dominik

Posted by Dominik Holenstein
Mar 13, 2007 at 08:56 AM

I have created a pdf file of the advanced search instructions:
http://outlinertips.googlepages.com/home

Dominik

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