Run As a Combined Search

Bulk Search Report > two or more selected Searches > Run As Combined Search

Search History > two or more selected query based Search tasks > Run As Combined Search

The Run As Combined Search option enables you to take two or more already run query based searches and run them a single, combined search.

This option is available from a Bulk Search Report, when you select two or more query based searches, or from the Search History, when you select two or more query based searches. From the Search History, only eligible query based searches (for example, term or phrase searches) can be selected for the operation.

When you select the searches and then select the Run As Combined Search option, the dialog displays the selected searches, each separated by the default Boolean operator OR. You can then select the appropriate operator and edit the searches.

When you select Run As Combined Search from the Search History, you can also select a search target and search settings. When you select Run As Combined Search from the Bulk Search Report, the search target used for the Combined Search is derived from the original Bulk Search and you cannot change it. The search settings for Include Metadata, Include Families, and Expand Synonyms and Generate Reports are also derived from the Bulk Search and cannot be changed. (Note that you can also set up a Bulk Search to run in a combined manner.)

Select the Operator

You can either use the default Combine Operator of OR to separate each search clauses, or you can select AND instead. Your selection controls the operator shown between each clause in the Search Query box. Note that if you manually edit the query, the Combine Operator selections become deselected and grayed out (unavailable).

Review or Edit the Combined Search Query

The Search Query box displays each search included in the combined search, separated by the appropriate operator. Color coding helps you identify elements such as the operators. You can simply review this information, or you can edit the query information in this box. When you edit the query, colorization and capitalization of query elements such as Boolean operators occurs as you type. If necessary, you can click the that appears at the far right of the box to clear the contents of the box. (Upon editing in this box, the Combine Operator area will become disabled.)

Select a Target and Search Settings (for Searches from Search History)

When you perform this operation from the Search History, you have additional options to select a target and search settings.

For the Search Target box, click Select Target to select a view as a target for the operation based on your permissions, or use the default target of Project Data. Once you make your selection (which you can do by double-clicking the target or selecting the target and clicking OK), you will see the target view populated in the box. Note that if you populated the Filter by Data Set(s) box with Data Sets (when you selected the target), you will see a filter icon to the right of the target name. The tooltip for this icon identifies the associated Data Sets.

You can also control the following settings for a Run As Combined Search launched from the Search History:

  • Include Families (enabled by default)— This checkbox option is enabled by default to ensure that all available family members of a Message Attachment Group (MAG) or Document Attachment Group (DAG) are included in the results of the Search operation. This includes a selected parent email, parent document, associated attachments, and embedded messages or documents. For example, with this option enabled, a search that returns a parent email in the results also includes that parent's attachments and any associated embedded files. Similarly, if a document attachment appears in the results, its other family members, such as its parent email, also appear in the results. Disabling this option causes the results to include just the selected documents, not the entire family (MAG or DAG).
  • Include Metadata (enabled by default) — This checkbox option is enabled by default to expand the search of each keyword in a query to include a set of metadata fields as well as content. You can select the Search Fields you want to have searched automatically. See Using the Include Metadata Option for a list of the default fields searched. When the Include Metadata option is enabled, all individual keywords as well as the keywords in phrases are subject to expansion. By default, the Include Metadata checkbox option is also Enabled for Freeform, Advanced, and Bulk Search. You can control the expansion on a per-term basis and limit the search of a given keyword to just content by specifying content::<keyword> for a given keyword or content::(<keyword1> <keyword2> <keyword3>)for a group of keywords. Disable this option if you want to limit the entire search to content only (for example, if you are specifying language-specific terms, since Language Detection applies to content-only).
  • Generate Reports (disabled by default)— Select this check box option to have reports generated at the time of the Search instead of waiting until the Reports tab is selected. This option is disabled (cleared) by default.

Confirm or Cancel the Operation

Once you are satisfied with your selections, click the appropriate action button:

  • Search — Click this button to start the Combined Search.
  • Cancel — Click this button if you want to cancel the Combined Search.