You can create queries to retrieve records in a user database.
You can create a query for any record type.
About this task
Creating a query involves several steps: selecting the record
type, adding filters, creating the display layout, and saving and running
the query.
To create a query:
- Click . The Query Name and
Record Type page of the New Query wizard opens.
- Type a name for the new query, select the record type on which
to query, and select the folder in which to save the query. By
default, the new query is stored at the root of the Personal Queries folder.
To select a different folder, click the folder name in the Folder list.
- Click Next. The Select fields
to use as query filters page opens.
- Select query filter fields by either double-clicking a field name
in the Fields list, or dragging the field name to the Filters list
on the right.
- Optional: You can group filters in any combination to create a
complex filter. In the Filters list, use the logical
operators AND and OR to create groups.
- Click Next. The Define Query
Filters page opens.
- For each field that you selected on the previous wizard page, specify
the filter values. When the query runs, the filter values are compared
to the field values in the database records to determine which records to
include in the query results.
- Click Next. The Define Display
Fields page opens.
- Define the format of the query results by selecting the record
fields to display. Either double-click the field names in the Fields list,
or drag the field names to the Display Format grid. You must select at least one display field to create a valid query.
- Optional: If you do not want to run the query, clear the Run
Query check box.
- Click Finish.
Results
The query is saved to the folder you specified on the first page
of the New Query wizard. When you run a query, the results appear in the Query Results view.
You can change the sort order of the query results by clicking the heading
at the top of each column.
Note: The administrator usually sets a soft
limit on the number of rows that can be displayed in a resultset when you
run a query. If the query that you run tries to return a recordset that is
greater than this limit, a dialog is displayed letting you know that the limit
has been exceeded. In this dialog, you can edit the limit and make it higher.