Open a Search

This procedure opens an existing search. To open a search:

1. On the Search module, select a module to which the saved search belongs. It can be any module within eCounsel:

   • Matters
   • People
   • Entities
   • Courts
   • Invoices
   • Calendar

2. Select the Select a Saved Search radio button and choose a search from the dropdown list. The queries from the saved search appear.

Create a Search

Create a search, save it and use it to create reports, schedule reports and run the search. To create a search:

1. On the Search module, select a module to search. It can be any module within eCounsel:

   • Matters
   • People
   • Entities
   • Courts
   • Invoices
   • Calendar

2. Select the Create a Search - Select Type radio button. Then choose an option from the Select a Type dropdown list or leave the default option All.

   Note: Type only applies to module Matters. This option automatically configures the first line of your search query.

3. To add a search condition, click New. A new line appears. The first line has the entry And/Or grayed out.

Note: You can create up to 50 conditions in a single search.

4. Enter the following information:

   • Select And, OR (if not grayed out). And requires that all conditions yield results, Or only requires one condition to yield results.

   • Select the Tab/Page from the dropdown list.

   • Select the Field. The dropdown list autopopulates with the available fields for the tab, including userfields.

   • Select the operator. It can be any of the following values:

     • Contains
     • Includes
     • Begins with
     • Does not include
     • Is equal to
     • Is not empty
     • Is empty
     • Sounds Like
     • Is greater than
     • Is less than

   • Enter the Value to search or select Prompt to enter the value at the moment of running the search.

   • Select Case Sensitive if applicable.

5. Use the buttons to control the search.

Button	Description
New	Adds a new line
Delete	Lets you delete a single line. Click the line (it appears blue), and select Delete.
Add “(” Remove “(” Add “)” Remove “)”	Lets you group statements in different ways. For example: (Condition 1 OR Condition 2) AND (Condition 3 OR Condition 4) yields results if conditions (1,3) or (1,4) or (2,3) or (2,4) yield results.

6. Click Save.

7. On the pop-up window, enter the following information:

• Description: Enter a name.

• Select a results template to assign as the default for this search: Select a saved search to assign the sorting order to the new search. This is an optional configuration.

• Select Public to make the search available for all users, otherwise, select Private.

8. On the pop-up window, click Save.

Note: Customized fields appear as options in the search if they have assigned the View Profile. Fields assigned as Type Profile don’t appear as options in the search. See View Profiles for more information or contact your system admin.

Note: Saving a search is optional. You can create a search and run it or create a report.

Now that you have created a search, you can run the search, create or schedule a report, or build another search based on your search.

Create a Search from an Existing Search

You can create a search that uses queries from a saved search. To create a search from an existing search:

1. On the Search module, select a module where the saved search belongs. It can be any module within eCounsel:

   • Matters
   • People
   • Entities
   • Courts
   • Invoices
   • Calendar

2. Select the Select a Saved Search radio button and choose a search from the dropdown list. The queries from the saved search appear.

3. To add a search condition, click New. A new line appears.

4. Enter the following information:

   • Select And, Or (if not grayed out).

     Note: And requires that all conditions yield results, Or only requires one condition to yield results.

   • Select the Tab/Page from the dropdown list.

   • Select the Field. The dropdown list autopopulates with the available fields for the tab, including userfields.

   • Select the operator. It can be any of the following values:

     • Contains
     • Includes
     • Begins with
     • Does not include
     • Is equal to
     • Is not empty
     • Is empty
     • Sounds Like
     • Is greater than
     • Is less than

   • Enter the Value to search or select Prompt to enter the value at the moment of running the search.

   • Select Case Sensitive if applicable.

5. Use the buttons to control the search.

   Button	Description
   New	Adds a new line.
   Delete	Lets you delete a single line. Click on the line (it appears blue), and select Delete.
   Add “(” Remove “(” Add “)” Remove “)”	Lets you group statements in different ways, for example: (Condition 1 OR Condition 2) AND (Condition 3 OR Condition 4) yields results if conditions (1,3) or (1,4) or (2,3) or (2,4) yield results.

6. Click Save.

7. On the pop-up window, enter the following information:

• Description: Enter a name.

• Select a results template to assign as the default for this search: Select a saved search to assign the same sorting order to the new search. This is an optional configuration.

• Select Public to make the search available for all users, otherwise, select Private.

8. On the pop-up window, click Save.

Delete a Search

The Delete command deletes an existing search or deletes all the lines entered in a new search.

1. Create a search or open an existing search.
2. Click Delete to delete an existing search or to delete all the lines entered in a new search.

Clear/New Search

The Clear/New command deletes all the lines entered if you are creating a new search, and it closes the search if you opened a search. To use the Clear/New command:

1. Create a search or open an existing search.
2. Click Clear/New to close an existing saved search or to delete all the lines entered in a new search.

Run a Search

The command Run executes the search and shows the results in a pop-up window. It also delivers the results as a CSV file. You can use a template. The search based on a template inherits the sort order of the template.

Templates are an integral part of the Run command. The Run command performs the following actions:

• Runs a search
• Creates templates
• Modifies templates
• Deletes templates

Note: A search template used in the Run command is different from the report template used in the Run to Report command.

To use the Run command:

1. Create a search or open an existing search.

2. Click Run. On the pop-up window, depending of the options that you choose, a different prompt appears.

Options	Description	Instructions
Run search to an existing results template	This command opens a search template to base your search upon it. Use the template to inherit its sort order. If the template and the search don’t have fields in common, the Run command ignores the template and runs the search.	1. Select the template from the dropdown list. 2. Click Continue. The search runs, displays the results in a pop-up window, and downloads a CSV file if Export search results to Excel is selected.
Run search to an existing results template + Revise the template	The two commands instruct to use a template to inherit its sort order on your search and open the search template for review. You can create a new template based on the original template or modify the template. If the template and the search don’t have fields in common, the Run command ignores the template and runs the search.	1. Review the sort order. Change it if needed. 2. Optionally, select Export search results to Excel. 3. Click Continue to run the search.
Create a new results template	This command creates a new search template. If you want to run a search without using a template, select Create a new results template, leave the editing prompt as is and click Continue.	1. Choose the Sort Order. 2. Optionally, you can change the search queries.
Export search results to Excel	Create a CSV file of your search for download.	Choose this option to create a CSV file for download. You can use Export search results to Excel with the Run search to an existing results template and Create a new results template commands.

3. The editing template prompt appears when you choose Revise the template or Create a new results template

The following table describes the editing template functionality:

Step	Action	Description
3.1	Select Sort Order.	Select the field and then the sort order from the dropdown lists. You can sort by up to three fields.
3.2	Change the tabs and fields	Optionally, you can change the tab and the field in the Tab/Page section.
3.3	Click Save or click Save As.	Optionally, click Save to save the search template. Save As lets you save an existing template as another file. These actions take you to another prompt. Enter the following information: - Description: Enter the name. - Select the Public radio button to make the template visible for everyone, otherwise select the Private radio button. - Click Save.
3.4	Click Continue.	This action performs the search and displays the results in a pop-up window.

4. On the pop-up window, select Print or Save to save the search results. Note that not all browsers let you save your search results.

Run to Report

The Run to Report command runs a report. Note that although you need to open a search, it doesn’t use the search. The reports are predefined and are imported to Suite. 

Note: A search template used in the Run command is different from the report template used in the Run to Report command. You can run reports in the Report module.

Note: Run To Report needs a report template imported and the report configured to be available in the tab where the search occurs. See Create a Search to create a search for a Tab/Page. See Importing Report Templates and Making a Report Available from a Tab to configure a template to use in Run To Report or contact your system admin.

To use the Run to Report command:

1. Create a search or open an existing search.
2. Click Run to Report.
3. On the pop-up window, select the report.

4. The search results are displayed in a pop-up window with the same layout as the report template.

Schedule a Search

You can schedule a search to run daily, weekly, monthly, or you can customize the time. Only one schedule can be configured per search. The scheduled search results are sent to email recipients. To schedule a search:

1. Open an existing search.
2. Click Schedule.
3. On the pop-up window, enter the following information:

• Schedule: Select a radio button and enter the schedule in the box, for example, the day of the week or the day of the month.

• Start Time: Change the start time if needed.

• End Date: Select the box and select the end date from the calendar widget.

 

4. Click Continue. 5. On the pop-up window, select the email recipients and click Continue. 6. The pop-up window shows the schedule configuration. The menu on the top lets you Delete the schedule, Reschedule or change the schedule configuration, or Close the window. Close saves the schedule and closes the pop-up window.

A saved search with a schedule configured shows a clock next to the search name.

Search on Documents

You can create a search based on documents. The documents must be stored in a database or a file server. For example, the eCounsel > People module has the option Documents in the Tab/Page dropdown list, as in the image.

Note: Full-text search must be configured to search on documents. See Specifying Document Indexing in the Suite Administration Guide or contact your system admin.

The following file extensions are supported:

File Extension	Description
.TXT	text files
.EML	Message text files (including attachments)
.MSG	Message text files (including attachments)
.HTML	Web pages
.HTM	Web pages
.PDF	Portable Document Format
.DOC/.DOCX	Microsoft Word files
.RTF	Rich Text Format files
.LOG	Log text files
.JAVA	Java text files
.CS	C# text files
.CSS	Cascading Style Sheet text files
.JS	Java Script text files
.XLS	Microsoft Excel spreadsheets

The following words are ignored by the search:

• a, an, are, as, at
• be, but, by
• for
• if, in ,into, is ,it
• no, not
• of, on, or
• such
• that, the, their, then, there, these, they, this, to
• was, will, with

To search for documents, also known as a full-text search:

1. Create a search.

2. Choose a module that has the option Documents in the Tab/Page dropdown list.

3. In Field, select Attachment File from the dropdown list and enter the search criteria.