User Guide

10.5

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Creating a Query

You can create a query to search for records within a specific business entity. You are the owner of the queries that you create.

In the navigation bar, click

Queries

In the

Saved Queries

panel, click the

Add

icon.

The

New Query

dialog box appears.

From the

Business Entity

list, select the business entity within which you want to perform the search.

Select a query type.

Query Type	Description
Basic	Uses simple text comparisons to find records that contain the query values.
Extended	Uses matching logic and match-enabled attributes to find records that contain the query values.
Advanced	Uses complex logical and conditional operators to find records that contain the query values.

If you selected the extended query type, from the

Match Rule Set

list, select a match rule set.

Select the

Default

match rule set only when a suitable match rule set does not appear in the list. A match rule is generated based on the values that you specify.

The fields available for the selected match rule set appear.

Select the fields that you want to include as the search criteria for the query.

The fields that you selected appear in the

Selected Fields

section.

In the

Selected Fields

section, drag to rearrange the sequence of the fields.

The fields appear in the query form in the sequence that you set.

Specify the search results options.

To make the query case sensitive, enable the

Case sensitive

option.

To show pending records in the search results, enable the

Show pending records

option.

To sort search results, from the

Sort By

list, select a field name by which you want the search results sorted.

Select the sort order of the query to be ascending or descending.

If you selected the Advanced query. Select the fields that you want to include as the search criteria for the query.

The fields that you selected appear in the

Selected Fields

section. The corresponding operator list appears below each field.

When you add multiple fields to a query, by default the logical operator AND applies to the query.

In the operator list, select the operator that you want to apply, and then enter the values from the box that appears below it.

In the

Selected Fields

section, drag to rearrange the sequence of the fields.

The fields appear in the query form in the sequence that you set.

Click

The query is created and opens on the Queries page.

To save the query for reuse, click

Save

The

Save Query

dialog box appears.

Enter a query name and description.

If you want to use the query as a default query, enable

Set as my default

The default query is the query that appears when you open the

Queries

tab.

If you want to share the query with other users, enable

Share with all

By default, you own the query that you create. Other users cannot edit the queries that you own.

Click

Save

The query is saved and appears on the

Saved Queries

panel.

You can run the query that you created, or save the query and run it when needed.

Rename Saved Search

Table of Contents

User Guide

User Guide

Creating a Query

Creating a Query