Add Associations or Restrictions to Applied Criteria
Once you have isolated a document set using search and Smart Filter criteria, your next step may be to pull in associated documents or restrict the results to parents or end of branch emails only. To do this:
-
In the toolbar of the Search panel, click
to open the
Associations fly-in. - Make a selection from the Expansions or Restrictions area.
Note: A Parents only restriction includes both parents, that is, documents with family members, and standalone documents. An End of branch restriction includes end of branch email, emails with a populated BCC field and the attachments of any email thread member.
- Click Apply and the selection is displayed in the Current Criteria panel.
- To apply another expansion or restriction, open the Associations fly-in again, make the next selection and click Apply.
Important: The order in which expansions and restrictions are applied does impact the final result set. For more information, review the examples below.
Examples
| Applied Order | Results |
|---|---|
|
1. Families 2. Email Threads 3. Families |
All family members of the first search result are added. All email threads associated with the first search result and its family members are added. All documents in the final result are family complete. |
|
1. Families 2. Email Threads |
All family members of the first search result are added. All email threads associated with the first search result and its family members are added. Families of the newly added email threads are not included in the result. |
|
1. Families 2. Duplicates |
All family members of the first search result are added. All duplicates associated with the first search result and its family members are added; these duplicates may be attachments or root documents of other documents. Families of the newly added duplicates are not included in the result. |
|
1. Duplicates 2. Families |
All families are complete, but the duplicates of the family members are not included in the result. |