Fundamentals > Using Query to Locate Information >

Refining Queries


You can refine the criteria of any query, a predefined query, or a user-defined query.

NOTE:  If you refine the criteria of a predefined query, you can only save your changes by saving the query with a different name.

To refine a saved query

  1. Navigate to the desired screen.
  2. From the Queries drop-down list, select the desired query.

    The records meeting the query criteria appear.

  3. Do one of the following:
    • Click the menu button, and then click Refine Query.
    • In a list or form, right-click and choose Refine Query.
    • From the application-level menu, choose Query > Refine Query.
    • Use the appropriate keyboard shortcut.
  4. Add and edit the criteria.
  5. Click the menu button, and then click Run Query.

    The query is executed and the records appear.

Fundamentals