Editing Queries
To edit an existing query:
- Highlight the query you want to edit in the Query List Manager window.
- Click the Edit button.
- The Query screen opens for you to make changes to the query elements.
- To edit a query element, click the Edit button on the Query screen.
- Click the element you want to edit. Note: if there is only one element in your query, the system will skip this step and take you to step 6.
- The Query Editing Instructions window opens. After reading the instructions, click OK to close the window.
- When editing query elements, the system starts with Step 3 of the Adding Query Element routine and works backwards through the steps.
- If you need to edit Step 3: Enter Value only - make the necessary change and click the OK button. This will return you to the Query window.
- If you need to edit Step 2: Pick Operator - click the Cancel button. This returns you to Step 2. If the change you need to make is on Step 2 (i.e. change from 'Begins with' to 'Exactly Matches') you can make it now. The system will then move you forward to Step 3.
- If you need to edit Step 1: Select a Field - click the Cancel button on Step 3 then click 'Step Back' on Step 2. This will return you to step 1 where you can select a different field. Since you selected a new field, you must complete Steps 2 (pick the operator) and 3 (enter a comparison value) again.
- After completing the steps, you'll be returned to the Query screen. Click the OK button to save your query changes.
- You'll be returned to the Query List Manager window.
Note: if you edit a query, you may need to rename it.