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Fundamentals > Locating Information > Using Queries >
Common Query Tasks
The following procedures show how to perform common query tasks.
To create, execute, and save a new query
- Navigate to the desired screen.
- In the list or form, click Query.
A blank form or a blank row in a list appears, depending on where you are when you invoke the new query command.
- Enter the query criteria in the appropriate fields.
- Click the menu button, and then click Run Query.
The query is executed and the records appear.
- Click the menu button, and then click Save Query As.
The Save Query As dialog box appears.
- In the Query Name field, enter a name for the query and click OK.
The saved query now appears in the Queries drop-down list.
TIP: If you cannot locate the field you want to query on, you have probably launched the query from a collapsed form. Click Cancel to return to the form, and click the show more button on the form to expand it. Start a new query. The field should now be available.
To refine a saved query
- Navigate to the desired screen.
- From the Queries drop-down list, select the desired query.
The records meeting the query criteria appear.
- Click the menu button, and then click Refine Query.
- Add and edit the desired criteria.
- Click the menu button, and then click Run Query.
The query is executed and the records appear.
To delete a saved query
- Navigate to the desired screen.
- From the application-level menu, choose Edit > Query > Delete.
The Delete Record dialog box appears, showing the user-defined queries for that screen.
- Select the query you want to delete in the Query Name list.
- Click OK to delete the query or Cancel to abort the deletion.
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Fundamentals Published: 14 August 2003 |