Query Functions
OverviewAddonSoftware query grids provide multiple methods to search, sort, filter, adjust column display, adjust column order, adjust column width, and to select all or only highlighted rows of the grid for output. Users can create and save custom filters quickly by using the Filter Wizard function. Additionally, there are output type selections available for the grid data – output to system printer, pdf, csv, xml, xls, and txt. By default only active records are displayed. To display all records including inactive records, right click in the grid for Query Selection Options and select Show All (Customers).
AR Customers Master grid
In the Search field... The Search feature creates a quick search filter of the query grid. The search can be configured to be case sensitive or case insensitive.
Example: If the desired record is California, selecting the state column and entering “Cal” will cause the grid to filter for records beginning with Cal.
Example: Entering ‘%Sport’ will search for all instances of the word ‘sport’ in the column selected.
Query search wildcard
Column Sorting
Selected query column indicator
Adjusting Column Widths
Creating a Custom FilterFunctionCustom filters may be created and saved using the Filter Wizard. The wizard has selections for the operator, the data value, and the column selection.
Select the [Filter Wizard] button in the top right corner of the query grid frame that launches the wizard in the bottom half of the same window. Filter Wizard in lower right query panel
About the fields... The Filter Wizard name reflects the column selection made in the panel on the right.
From the Column dropdown...
From the Operator dropdown...
Filter Wizard selections
In the Value field... Enter the value with which the operator selection is interacting.
When done making selections...
Saving a Custom FilterCustom filters may be saved and shared to all users in the organization. After creating a filter proceed to the bottom of the Filter Wizard panel under the Save Filter section. Save Filter
In the Name field... Enter a unique name for the custom filter.
Save as filter option for all users checkbox...
When done making selections...
Query Selection Options...Right click on a record in the query grid to open the query selection options. Query selection options
Display Master Record functionDisplays the Master Record of the highlighted row.
Inquiry Columns functionSelecting the Inquiry Columns function allows editing of the column display and display order, and restoring the defaults for both. Edits are preserved at the user level for returning to the grid. Inquiry Columns
Editing which columns are displayed... Unmarking the "Show" checkbox removes the data column described in that row from the grid.
When done making changes...
Editing the order in which the columns are displayed...
When done making changes...
Query selection options
Refresh DataSelecting the Refresh Data function forces a refresh of the grid to reflect all changes.
CopySelecting the Copy function opens the Inquiry Copy Options selection window. Inquiry Copy Options
Include database table and column name checkbox...
Include text column headings checkbox...
Column Delimiter dropdown...
Text Identifier dropdown...
When done making changes...
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