Defining the Query Tree

Access the Tree Definition and Properties page (click the Create a New Tree link on the Basic Search page).

Before you can insert nodes for access groups and record components, you must first define a number of important characteristics for the tree.

This example illustrates the fields and controls on the Tree Definition and Properties page.

Tree Definition and Properties page
Field or Control Description

Tree Name

For the tree name, we recommend that you start the name with QRY_ so that you can easily identify the tree as a custom query tree. The standard query trees we deliver with the system start with QUERY_.

Structure ID

The Structure ID is read only and always reads ACCESS_GROUPS for Query access trees.

Description

The description appears with the name and effective date in the list box when you select from a list of trees.

Effective Date

The status default is set to Active. Query trees are available immediately if the effective date is active; you don’t need to run an SQR utility like you do for organizational security trees.

Category

If necessary add a category, which are groupings of the definitions.

Item Counts

Item Counts shows the number of nodes within the access group.

Once you've completed the tree definition, click OK. On the Enter Root Node for Tree page, select an existing Access Group using the Lookup Access Group control, or create a new one.