Using the Query Assistant

After clicking Query (the magnifying glass icon) in a form or list, you can click the Query Assistant button to create a query. When you use the Query Assistant, you can select operators, instead of entering them, to find the information you are looking for. You can also save your query before you execute it by clicking Save Query.

Querying in the Query Assistant is case-insensitive.

To perform a query using the Query Assistant

  1. Navigate to any screen.

  2. In the list or form, click Query (the magnifying glass icon).

    When you invoke the new query command, a blank form or a blank row in a list appears.

  3. Click Query Assistant (the portrait icon).

    The Query Assistant dialog box appears.

    Note: If no values appear in the drop-down lists in this dialog box, then contact your administrator.

  4. In the Query Assistant dialog box, complete the first row as follows:

    1. From the <Choose Field> drop-down list, select a field to query.

    2. From the Starts With drop-down list, select an operator for the selected field.

    3. Enter the value applicable to the selected operator in the text box.

      Complete the second, third, and other rows as needed in the same way.

    4. Select AND or OR from the Perform Query Using drop-down list to specify the type of operator you want to use between each row of your criteria.

      AND shows only results that meet all the criteria.

      OR shows results that meet any of the criteria.

    5. Click Go.

      The query executes, the Query Assistant dialog box closes, and the records that match the criteria appear.