Fundamentals > Using Query to Locate Information >

Creating, Executing, and Saving Queries


You can create your own queries and save them in the Queries drop-down list for later use. Queries that you create are called user-defined queries. They allow you to enter your own criteria to locate a specific set of records.

To create, execute, and save a new query

  1. Navigate to the desired screen.
  2. Do one of the following:
    • In the list or form, click Query.
    • In the list or form, click the menu button, and then click New Query.
    • Click the new query button on the toolbar.
    • In a list or form, right-click and choose New Query.
    • From the application-level menu, choose Query > New Query.
    • Use the appropriate keyboard shortcut.

      Depending on where you are when you invoke the new query command, a blank form or a blank row in a list appears.

  3. Enter the query criteria in the appropriate fields.
  4. Do one of the following:
    • In the list or form, click Go.
    • In the list or form, click the menu button, and then click Run Query.
    • Click the execute query button on the toolbar.
    • In a list or form, right-click and choose Run Query.
    • From the application-level menu, choose Query > Run Query.
    • Use the appropriate keyboard shortcut.

      The query executes and the matching records appear.

  5. From the application-level menu, choose Query > Save Query As.

    The Save Query As dialog box appears.

  6. 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.

Fundamentals