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Making Predefined Queries Public


You must make predefined queries public before end users can view and execute the queries.

NOTE:  Other users must first exit and reenter the application before they can see the new public query.

This task is a step in Process of Account Targeting.

To make a predefined query public

  1. Navigate to the Administration - Application screen, then the Predefined Queries view.
  2. In the Predefined Queries list, click Query.
  3. In the Object field drop-down list, select Account Targeting.
  4. In the Predefined Queries list, click Go.

    A list of all predefined queries containing Account Target is returned.

  5. In the Predefined Queries list, select the record containing the predefined query that you want to make public.

    NOTE:  Make sure that the name of the query includes the view in which the user created the query so that other users can execute the query in the same view. The view name in which the user created the query appears in the Query field, and you can edit the name of the query in the Name field.

  6. In the Predefined Queries list, change the letter in the Private field to N.

    The predefined query is now public, and all users with access to the Account Targeting views can execute the query.

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