Refining Queries

You can refine the criteria of a predefined query or a user-defined query.

Note: If you refine the criteria of a predefined query, then you must save the query with a different name to save the query.

To refine a saved query

  1. Navigate to the screen.

  2. From the drop-down list for the Saved Queries field, select the query.

    The records meeting the query criteria appear.

  3. Do one of the following:

    • In a list or form, click Menu (the cogwheel icon), and then click Refine Query.

    • From the application-level menu, choose Query, then Refine Query.

    • Use the appropriate keyboard shortcut.

  4. Add and edit the criteria.

  5. Do one of the following:

    • In the list or form, click Menu (the cogwheel icon), and then click Run Query.

    • From the application-level menu, choose Query, then Run Query.

    • Use the appropriate keyboard shortcut.

    The query executes, and the records that match the criteria appear.