Query Filter

The Query Designer form Filter section is for narrowing the query results to specific records. Adding filters is not required.

An example of using a query filter is available in Hide Staff From Browse List.

  1. From the Tools menu, select the Queries... option.

    The Queries form is displayed.

  2. Select the module and record area, and either create a new query, or modify an existing query.

    Information on creating or modifying a query is available in Create New Query and Modify Query.

  3. Verify that Report is selected for Query Type(s) for the query.

  4. Click the Pivot Table tab.

    The fields listed in Available Cross-Tab Fields are the selected fields from the Fields section.

  5. Set criteria for specifying parameters of data included in the results table of the query.

    1. Press Add.

      The cursor is moved to the Type column, with “Value” selected.

    2. Click the Type column to select a different filter type.

      Select this To do this
      Table Join Include records from two tables that have a field that has the same value. You must have two tables selected in the Table section, and a valid join requires that the two tables share a valid relationship.
      Value Include records when a certain field contains a value that meets certain criteria.
      Var Include records when a certain variable contains a value that meets certain criteria.
      Ask Display a prompt that asks the user to specify a certain value when the report is run.
      Custom Enter a custom expression that will include records when criteria specified in the expression is met.
    3. Click on the Source column to display available fields. Any fields listed in the Fields section are available.
    4. There is an untitled column for nesting join expressions. This advanced feature should not be used unless you are familiar with nesting join expressions.
    5. Check Not if you wish to exclude records where the filter expression is true.

    6. Select the criteria operator you want to use.

      Information on criteria operators is available in Criteria Operators.

    7. Click in the Target column and select the field from the source table.
    8. Check Case if you wish to ignore capitalization as criteria for evaluating data (for example, FH sees “FoxTrot” and “foxtrot” as separate values even though they use the same letters). Typically not necessary since ID fields are all uppercase.
    9. There is an untitled column for nesting filter expressions. This advanced feature should not be used unless you are familiar with nesting join expressions.
    10. Click the Logical column if additional filter expressions are to be added and they are required.
    11. Check Required?  to make information required to perform filter.
    12. Check Allow Addition at the bottom of the form to allow additional criteria to be added when the query is used.
    • Highlight a filter expression then press Remove.