Viewing Selected Categories Only

In many situations, it’s beneficial to be able to restrict a view to show only selected categories. For example, perhaps you want to view all messages that have the Toy Show and Travel Required categories. Whatever the case, you can use a couple of methods to view only items with specific category assignments.

First you can use a custom, filtered view to filter only those items that fit your criteria. Follow these steps to customize a view to show selected categories:

  1. Open the Outlook 2007 folder that contains the items you want to view.

  2. Choose View, Current View, Customize Current View.

  3. In the Customize View dialog box, click Filter.

  4. In the Filter dialog box, click the More Choices tab, as shown in Figure 5-7.

    Use the More Choices tab in the Filter dialog box to create a custom view.

    Figure 5-7. Use the More Choices tab in the Filter dialog box to create a custom view.

  5. On the More Choices tab, click Categories, select the categories you want to view, and then click OK.

  6. Click OK in the Filter dialog box, and then click OK in the Customize View dialog box to view the filtered view.

Note

See Chapter 27, to learn more about working with custom views.

Another way to view items with only selected categories, provided you are working with a mail folder, is a search folder. You can create a new search folder that shows only messages with the desired categories. Follow these steps to create the search folder:

  1. Right-click Search Folders in the folder list (Navigation Pane), and then choose New Search Folder. Or click the arrow next to New on the Standard toolbar, and then choose Search Folder.

  2. In the New Search Folder dialog box, shown in Figure 5-8, scroll to the bottom of the list, select Create A Custom Search Folder, and then click Choose.

    Create a custom search folder in the New Search Folder dialog box.

    Figure 5-8. Create a custom search folder in the New Search Folder dialog box.

  3. In the Custom Search Folder dialog box, shown in Figure 5-9, type a name for the search folder in the Name field.

    Specify properties in the Custom Search Folder dialog box.

    Figure 5-9. Specify properties in the Custom Search Folder dialog box.

  4. Click Criteria to open the Search Folder Criteria dialog box, and then click More Choices.

  5. Click Categories, and then select the categories to include in the search folder.

  6. Click OK twice to return to the Custom Search Folder dialog box.

  7. Click Browse, select the folders to be included in the search, and then click OK.

  8. Click OK in the Custom Search Folder dialog box, and then click OK to close the New Search Folder dialog box.

Note

see Chapter 10, to learn more about creating and using search folders.

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