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Author Topic: Search for category  (Read 596 times)
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sandyclawz
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« on: September 03, 2009, 01:33:16 AM »
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When I search or filter by category in hierarchy Categorize Plus always use full path. For example my menu:
Suppliers
  Metalwork
  Tubework
Companies
  Lukoil
  Ukos
.

If I search for "Ukos" - it always search for "Companies" + "Ukos". Problems arise, when I move categories to another parent. I.e. move "Ukos" to "Suppliers". So my filter is now broken - it's now search for "Suppliers" + "Ukos", but all my mail is tagged as before! For me Hierarchy is a good for searching groups. I can search for Companies and automatically search for Lukoil and Ukos. I simply doesn't need in search for Ukos tag Companies - it superfluity.

Maybe I don't understand something and it's useful, so at least I wish an option for this behaviour - for search automatically for only chosen category Cool
« Last Edit: September 03, 2009, 01:58:10 AM by sandyclawz » Logged
Jon
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« Reply #1 on: September 04, 2009, 04:18:29 PM »
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Thanks for the suggestion, however I am not exactly sure of the feature that you are requesting.  If you are requesting to be able to Categorize, Filter and Search using a menu hierarchy, where the parent menu item is not included, then the feature that you are requesting is already available in Categorize Plus.  This feature is referred to as a "Group Menu Hierarchy".  To create a Group Menu Hierarchy all you need to do is to leave the criteria field of the parent menu item blank.  Then, whenever you select the child menu item in the menu hierarchy, the parent menu item is not included.

However, if you select the parent menu item directly, then it will still include all of the children when categorizing, filtering, and searching.  This is because menu items that have a blank criteria field are treated as "Group" menu items.  This is further explained under the Frequently Asked Questions and also under the help topic below.  I have also included an excerpt below from the FAQ section that provides one example of using a Group Menu Hierarchy. 

Please let me know if this answers your request.

See FAQ's 4 - 9:
http://www.veranosoft.com/FAQs.html

See Group Menu Hierarchy Help Topic:
http://www.veranosoft.com/reference/scr/html/Menu%20Item%20Group.htm

Group Menu Hierarchy Example:

  • Managing Multiple Projects
    Lets assume you are managing multiple projects and want to use Categorize Plus to categorize, filter and search Outlook items associated with each of these projects.  For this scenario, it makes sense to create a separate Category Tag menu item for each project.  Categorize Plus can then be used to categorize Outlook items with the associated project name and then filter and search Outlook items based on these categorizations.

  • Managing Active vs. Completed Projects
    Next, over time some projects will be completed while other new projects will be created.  Therefore, at any given time, the state of some projects will be active and the state of other projects will be completed.  For this scenario it also makes sense to create two additional Category Tags labeled Active and Completed and to categorize all active projects as Active and all completed projects as Completed.  This way Outlook items can be filtered and searched by active verses completed projects.

  • The Problem
    Unfortunately, a problem arises when using this approach.  When an active project is finished, then all of the Outlook items associated with that project will need to be re-categorized from Active to Completed.

  • The Problem Solved:  Use a Group Menu Hierarchy
    Instead, a better approach is to use a Group Menu Hierarchy where each project's Category Tag is grouped under a respective group Category Tag that is labeled either Active or Completed.  This approach will still allow filtering and searching for projects by either Active or Completed.  In addition, the advantage of this approach is that when a project is finished, then no items need to be re-categorized.  Instead, the Category Tag for the completed project will simply need to be moved in the menu hierarchy from the Active group category to the Completed group category.

  • Examples and Additional Information
    For more information, please refer to the Group Filters and Searches help topic that provides several examples that demonstrate the power of using a Group Menu Hierarchy to filter and search Outlook items.

As a final comment, it is important to note that since group Menu Items are not added to the Categorize Plus Toolbar when child Menu Items are selected, group Menu Items can be added throughout the menu hierarchy without disturbing the behavior of the Standard Menu Hierarchy.
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Jon Zimmerman
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sandyclawz
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« Reply #2 on: September 07, 2009, 03:36:43 AM »
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Thanks it interesting option! My problem, that all hierarchies levels already have categories tag. So if I search for child tag it adds to search criteria any of Categories tags in parent (added in Criteria field). In you example I have Outlook categories for "Projects", "Active". So each email has 3 categories tag assigned.

I'll think about it Cool. I understand, that using Categorise Plus it's not important to categorise all with several tags.  Maybe will eliminate tags in hierarchies levels.

P.S. Thanks for your product! Outlook is another, much better product with you plugin!
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