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Each major module has at least one search window. You can add queries of your own design to any of these designated search windows. Keep in mind that the custom queries you develop are only available to you and not to any other user. There is an exception to this if you have been given define public query privileges.
The following lists the basic steps required to create a query. Additional topics contain detailed information about each step.
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From the TabWare Power Panel, click on the module containing information you want to retrieve. A search window displays. |
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Click the Wizard button. The Query Wizard opens, asking the question What do you want to do? (See Setting Up the Query) |
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Click on the New button, enter a name and description, and select a type. (See Setting Up the Query) |
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When you click the Next button, a window displays asking the question What information do you want to see in this query? (See Choosing Information You Want to See) |
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Click on the elements you want displayed, then click the Next button. |
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The next window displayed asks the question How do you want to group the information? Drag and drop elements from left to right and then assign to numbered groups. Click the Next button. (See Deciding How You Want to Group the Columns) |
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The next window asks How do you want to sort the information? Drag and drop elements from left to right and then click the Next button. (See Deciding How You Want the Information Sorted) |
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The final window appears asking the question What is the criteria for selecting the information? Enter your selection criteria and then click the Finish button. (See Defining Selection Criteria) |
Use the following procedure to modify public queries, if you are authorized to do so, or to modify custom queries that already exist in the system.
To Modify a Query:
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From the search window, click on the dropdown arrow beside the Query field and select the custom query to modify. |
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Click Wizard. |
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From the first query window, you can click on the Columns, Group, Sort, or Criteria button to jump directly to the query element you want to change. |
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When you have finished your modifications to the query, click Finish. TabWare returns you to the Search window. |
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Click on the Search button to execute the modified query. |