Editing Queries

To edit an existing query:

  1. Highlight the query you want to edit in the Query List Manager window.
  2. Click the Edit button.
  3. The Query screen opens for you to make changes to the query elements.
  4. To edit a query element, click the Edit button on the Query screen.  
  5. 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.
  6. The Query Editing Instructions window opens.  After reading the instructions, click OK to close the window.
  7. 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.  
  1. After completing the steps, you'll be returned to the Query screen.  Click the OK button to save your query changes.  
  2. You'll be returned to the Query List Manager window.    

Note:  if you edit a query, you may need to rename it.

 

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