Query Tab

The Query tab allows the entry of query parameters as defined during creation and setup. If the report has been set up to enter query parameters, you may enter query information, which will give report results based on records that match the parameters you entered, or you can run a report on all records by leaving the field blank.

User-Defined Report (UDR) and Query-Based Tab

Users will be able to use the Summary Elements, from any of the QBTs, in any of the UDRs that the user wants to use if the UDR is based on the same business process record.

The toolbar of the Query tab has the following elements:

Add
Refresh
Filter
Show results matching any of the following conditions

To add a query condition in the Query tab:

Click Add and select Query Condition based on Data Element or Query Condition based on Formula.

When selecting Query Condition Based on Data Element, the Add Data Element Query Condition window opens and displays the following fields and elements:
- Data Element: The source of the data that will be used to create the query condition. This is a required field.
- Label
- Condition: Defines how the data element will be checked, such as if the value of the data element is equal to, less than, or greater than the specified value. This is a required field.
- Values: The values that are used by the Condition when checking the data element.
- Allow users to modify value(s) during execution
- Cancel
- Save
- Save & Add New
When selecting Query Condition Based on Formula, the Add Formula Query Condition window opens and the following fields and elements:
- Formula Label: This is a required field.
- Formula: To create a formula with multiple data elements when an existing data element does not capture the desired value.
  For example: You can create a formula that subtracts a due date data element from a current date data element to represent how many days are left before the due date is reached, and you can create a condition based on that value.
- Condition: Defines how the formula will be checked, such as if the value of the formula is equal to, less than, or greater than the specified value. This is a required field.
- Values: The values that are used by the Condition when checking the data element.
- Allow users to modify value(s) during execution
- Cancel
- Save
- Save & Add New
  Note: If you select the Allow users to modify value(s) during execution option, then the Allow Modify at Run column will contain a check mark. You have the option to deselect the Allow users to modify value(s) during execution option. However, the Allow Modify at Run column will display a checkbox regardless of whether the box is checked in the query condition (Add Data Element Query Condition), or not.

The log of the Query tab displays the settings of each query condition, along with the actions you can perform on each query condition. It contains the following columns:

Data Element
Label
Condition
Value(s)
Allow Modify at Run
and/or
Delete
Reorder
Action
- Open
- Delete

To edit a previously added query condition, click the three dots in the Action column of the log and click Open.

Note: You cannot open a previously added query condition by double-clicking it in the log.

See Also