Queries allow you to search by one or multiple conditions. In this guide, you will learn how to build a custom query.
If the desired query is not already available, users may choose Advanced Search to open the query editor.
Selecting an existing query in the top drop-down menu will present the conditions that make up the existing query. Otherwise, users can create their own query to find the records they are looking for. The query builder should be read like a sentence:
List the records where…. ALL/ANY of these conditions are true: <Conditions>
The ALL/ANY drop-down menu can be treated as an AND/OR statement. When ALL is selected, then all the subsequent conditions must be true for a record to be returned in the search results. When ANY is selected, then any of the subsequent conditions may be true for a record to be returned in the search results.
The first drop-down in the conditions is a field selector. Any field available on the current item may be selected. Fields available through a lookup to another record may be shown using the data view tool (covered in Section 5.3). The second drop-down is the operator (contains, equals, does not equal, etc.). Depending on the field type chosen, the operators update dynamically to provide the most relevant options. Finally, the third box represents the value that the field is being compared to. This is also dynamic depending on the field and operator chosen.
New conditions may be added as needed by clicking Add a new condition. To create more powerful queries, conditions may be grouped together and nested beneath other conditions using the icon.
In this case, I have built a query finding all matters that were opened May 1st, 2017 through May 17th, 2017 that are either missing a conflict check or an intake form. You can use the toggle below the query to search for inactive records as well.
To save this query for future use, click Save. In the resulting dialogue, give the query a name and decide if it will be public (available to all users) or private (available only to the current user).
The query name and availability may be changed later if necessary by clicking the Options button when editing the existing query.