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

  1. Navigate to the desired screen.
  2. In the list or form, click Query.

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

  3. Enter the query criteria in the appropriate fields.
  4. Click the menu button, and then click Run Query.

    5. The query is executed and the records appear.

  5. Click the menu button, and then click Save Query As.

    6. The Save Query As dialog box appears.

  6. In the Query Name field, enter a name for the query and click OK.

    7. 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

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

    3. The records meeting the query criteria appear.

  3. Click the menu button, and then click Refine Query.
  4. Add and edit the desired criteria.
  5. Click the menu button, and then click Run Query.

    6. The query is executed and the records appear.

To delete a saved query

  1. Navigate to the desired screen.
  2. From the application-level menu, choose Edit > Query > Delete.

    3. The Delete Record dialog box appears, showing the user-defined queries for that screen.

  3. Select the query you want to delete in the Query Name list.
  4. Click OK to delete the query or Cancel to abort the deletion.

 Fundamentals 
 Published: 14 August 2003