Operators for Search Conditions

The following operators are available for comparing file, folder, and document data with comparison values:

Description Example
"starts with"

File.Name "starts with" "P"

finds all files whose name starts with "P".

"ends with"

File.Name "ends with" "H"

finds all files whose name ends with "H".

"contains"

for names

File.Name "contains" "ust"

shows all files/procedures whose name contains the letters "ust", e.g., Muster or Baustelle.

"is equal to"

for numbers, names, dates, and account numbers.

Created on "is equal to" 10/10/2024

shows all documents created on 10/10/2024.

"is greater than"

for numbers, names, dates, and account numbers.

Created on "is greater than" 10/10/2024

shows all documents created after 10/10/2024.

"is greater than or equal to"

for numbers, names, dates, and account numbers.

Created on "is greater than or equal to" 10/10/2024

shows all documents created on or after 10/10/2024.

"is less than"

for numbers, names, dates, and account numbers.

Created on "is less than" 10/10/2024

shows all documents created before 10/10/2024.

"is less than or equal to"

for numbers, names, dates, and account numbers.

Created on "is less than or equal to" 10/10/2024

shows all documents created on or before 10/10/2024.

"is not equal to"

for numbers, names, dates, and account numbers.

Created on "is not equal to" 10/10/2024

shows all documents not created on 10/10/2024.

Linked Search Conditions

Search conditions can be expanded with the links AND or OR with additional metadata, operators, and comparison values, and can be grouped with parentheses.


Note
The more conditions are strung together, the more complex the respective filters can become. In some cases, overly complex filters may yield different results than expected or lead to longer search times.


Example of Linked Search Conditions

The following example illustrates the effects of different links. The conditions used for the example are as follows:

  • File name contains "Muster"
  • the document was created on 10/12/24.

When two conditions are linked with AND, both conditions must be met for a result to be displayed.

First Condition Second Condition Result
Not met Not met No
Met Not met No
Not met Met No
Met Met Yes

In relation to the example, this means:

First Condition

File name contains "Muster"

Second Condition

Created on is equal to 10/12/24

Result

1 and 2 are met

Muster GmbH ✔ No
Procedure Müller No
Muster GmbH ✔ 10/12/24 ✔ Yes
Procedure Müller 1 10/12/24 ✔ No

When two conditions are linked with OR, it is sufficient if only one condition is met:

First Condition Second Condition Result
Not met Not met No
Met Not met Yes
Not met Met Yes
Met Met Yes

First Condition

File name contains "Muster"

Second Condition

Created on is equal to 10/12/24

Result

1 or 2 is met

Muster GmbH ✔ Yes
Procedure Müller No
Muster GmbH ✔ 10/12/24 ✔ Yes
Procedure Müller 1 10/12/24 ✔ Yes

Multiple Linked Search Conditions

In the next two examples, filters are created that contain the following conditions:

  • File name contains Procedure
  • File name contains 1
  • File name contains Muster.

The 1st and 2nd conditions are linked with AND, the 3rd condition is linked with OR.

The first two conditions, linked by AND, filter all procedure names that contain "procedure" and "1", such as Procedure1, Procedure-11, or even 111-ProcedureName. Since the third condition is linked by OR and AND-linked conditions are evaluated before OR-linked conditions, it can be considered separately. Additionally, all procedure names containing the word "sample" are output, such as Sample LLC or SampleProcedure. The parentheses around the AND-linked conditions are automatically set by the system.

1st Condition

File name contains "procedure"

2nd Condition

File name contains "1"

3rd Condition

File name contains "sample"

Result

(1 and 2) or 3

Sample LLC Sample LLC Sample LLC ✔ Yes
Procedure Miller ✔ Procedure Miller Procedure Miller No
Sample LLC 2 Sample LLC 2 Sample LLC 2 ✔ Yes
Procedure Miller 1 ✔ Procedure Miller 1 ✔ Procedure Miller Yes

Search Conditions with Parentheses

If you now place parentheses around the two conditions linked by OR, as in the following example, it results in a different outcome because parentheses are evaluated before the AND linkage.

1st Condition

File name contains "procedure"

2nd Condition

File name contains "1"

3rd Condition

File name contains "sample"

Result

1 and (2 or 3) is fulfilled

Sample LLC Sample LLC Sample LLC ✔ No
Procedure Miller ✔ Procedure Miller Procedure Miller No
Sample LLC 2 Sample LLC 2 Sample LLC 2 ✔ No
Procedure Miller 1 ✔ Procedure Miller 1 ✔ Procedure Miller 1 Yes

As a result of the first filter condition, all procedures whose names contain "procedure" would be output, such as Procedure Miller and Procedure Miller 1.

The conditions in the parentheses apply to all procedures whose names contain "1" or the word "sample", such as Procedure Miller 1, Sample LLC, and Sample LLC 2.

These two results are now linked by AND. The procedure that appears in both results (Procedure Miller 1) is output as the search result.

In general, linkages are evaluated as follows:

  • First, all conditions within parentheses are determined.
  • Next, all conditions that have an AND linkage are evaluated.
  • In the final step, all conditions linked by OR are evaluated.

For conditions in parentheses, e.g., (A and (B or C)), the same rules apply.

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