Creating a query in the Data Viewer

Note: You can also create a query from a CRF. For more information, see Issuing a query.

1. Navigate to the Record Listing View or Record Comparison View in the Data Viewer.

   For more information, see:

   • Displaying the Record Listing View.
   • Displaying the Record Comparison View.
2. Click in one or more data cells in the data table to highlight the records.
3. In the toolbar, click the Create Query icon ( ).

   The Create Query dialog box appears.

   Note: You cannot create a query on a calculated item. If you select only one cell, and that cell is for a calculated item, the Create Query icon does not appear. However, if you select more than one cell and some of the selected cells are not calculated items, the Create Query icon does appear. When you submit the data to create the query, a progress indication appears, and any calculated items are returned as unsuccessful with an error message specifying which records failed for the action.

4. From the Action drop-down list, select a state for the query.
   • Create Query in Opened State
   • Create Query in Candidate State

   Note: Both options appear if you have the rights to create a query in either the Candidate or Opened state. If you have only one of these access rights, the state is preselected.

5. In the Reason for change field, enter the reason for issuing the query.
   • From the Action drop-down list, select the appropriate text.

     or

   • Select Other, and type the reason in the text box.
6. Click Submit.