Manage Query Builder

Thanks to recent UI updates, Query Builder pop up is now twice as big! 

Query Builder is a pop up that allows users to add, edit, run, and delete custom search parameters including:

  • Private Search Queries: Visible only to the user.
  • Public Search Queries: Visible to other users in the organization.

Access Query Builder by clicking the filter-shaped button.  

See Location of Query Builder below for a list of the pages that contain Query Builder.

To manage Public queries, users must have the correct Create/Change Public Query user permission.

 

To add a Query:

  1. Click the filter-shaped button.
  2. Click New.
  3. Click each field in the Build Up Your Query panel and select from the drop down menus or select a date.
    Fields with a padlock cannot be selected. Administrators can make them viewable using the Custom Fields customization for that page.
  4. Click the green cross to add another line to your query.
  5. Click the red delete button to delete a line from your query.
  6. Click Save Query.
  7. Select Private or Public from the Parent drop down menu.
  8. Type a Filter Name.
  9. Click Save & Close.

See Quick Access Menu below for a faster way to run your queries.

To run a Query:

  1. Click the filter-shaped button.
  2. Select a query from the Saved Queries column.
  3. Click Run.

To edit a Query:

  1. Click the filter-shaped button. 
  2. Select a query from the Saved Queries column.
  3. Click each field in the Build Up Your Query panel and select from the drop down menus or select a date.
    Fields with a padlock cannot be selected. Administrators can make them viewable using the Custom Fields customization for that page. 
  4. Click the green cross to add another line to your query.
  5. Click the red delete button to delete a line from your query.
  6. Click Save Query.

When Query Builder is active, the filter-shaped button will be green. 

To clear a Query Builder query and see unfiltered items:

  1. Click the downward-pointing triangle on the right side of the Query Builder button and select Clear Query.

    The Query Builder button will turn gray and your items will no longer be filtered.

 

To sort queries inside the Private or Public folders alphabetically, click the folder once for ascending order (green arrow) and again for descending order (gray arrow).

To delete a Query:

  1. Click the filter-shaped button. 
  2. Select a query from the Saved Queries column.
  3. Click Delete Saved Query.

Click the right side of the Query Builder button to open the Query Builder quick access menu.

To quickly access your Queries using the Quick Access menu:

  1. Click the downward-pointing triangle  on the right side of the Query Builder button.
  2. Select from your:
    1. Private Queries: Listed first.
    2. Public Queries: Listed second.
  3. Click a Query to run that Query.

 

Open Query Builder by clicking the filter-shaped button on the following pages: 

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