Predefined Queries

Your organization can provide predefined queries (PDQs). Predefined queries have established criteria, and appear in the drop-down list for the Saved Queries field. You cannot change predefined queries.

For example, if you always work with accounts located in California, then the drop-down list for the Saved Queries field might contain a PDQ called CA Accounts that finds all the accounts in California. Each time you want to see only the California accounts, you do not have to create a query. Instead, you can select the predefined CA Accounts query from the drop-down list for the Saved Queries field.

When you execute a predefined query, the query runs against all the data for the current screen. If you run a query to narrow the data set, then the predefined query uses all data for the screen, not just the data that appears in a list.

To execute a predefined query

• Do one of the following:

  • Click Execute Query on the application taskbar to execute a predefined query.

  • Use the appropriate keyboard shortcut (ALT+R).