Refining Queries

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

Note: If you refine the criteria of a predefined query, then you must save the query with a different name to save the query.

To refine a saved query  

1. Navigate to the screen.

2. From the drop-down list for the Saved Queries field, select the query.

   The records meeting the query criteria appear.

3. Do one of the following:

   • In a list or form, click the menu button, and then click Refine Query.

   • From the application-level menu, choose Query, then Refine Query.

   • Use the appropriate keyboard shortcut.

4. Add and edit the criteria.

5. Do one of the following:

   • In the list or form, click the menu button, and then click Run Query.

   • From the application-level menu, choose Query, then Run Query.

   • Use the appropriate keyboard shortcut.

   The query executes, and the records that match the criteria appear.