Refining Queries
You can refine the criteria of a predefined query or a user-defined query.
Note:
Predefined Queries can be Workspace enabled in your development environment. If they have
been Workspace enabled in your development environment and you are working in that environment,
then you can only modify them in an editable Workspace. You do not need an editable Workspace to
create and edit Predefined Queries in your Production environment.
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
Navigate to the screen.
From the drop-down list for the Saved Queries field, select the query.
The records meeting the query criteria appear.
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.
Add and edit the criteria.
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.