Finding Records Using a Query Form

Most multiview forms have a query form associated with them. You can use these query forms to select a collection of records and return the collection to the multiview form.

Caution: Records retrieved by a query form replace the current collection of records in the multiview form. Be sure to save any changes you want to retain in the multiview form before you retrieve records with a query form.

To perform a typical query using a query form and return the results to the associated multiview form:

With a multiview form open, perform one of these actions:
- Press CTRL+Q.
- Select Actions > Filter > By Query.
- Right-click on the form somewhere other than on a field, and then select Filter > By Query.
Note: On a form that is not associated with a query form, the By Query menu option is not available.
Optionally, use one or both fields on the Primary Criteria tab to set the primary search criteria.

For more information about setting primary search criteria, see Primary Criteria in Query Forms.
Optionally, use the fields and buttons on the Additional Criteria tab to refine the search criteria further.

For more information about setting addition search criteria, see Additional Criteria in Query Forms.
Click Refresh. The system returns all records that meet your search criteria.
Optionally, repeat Steps 2 - 4 as desired to get the return results you need.
To return the results of your query to the parent multiview form, click OK.
When asked if you want to return the result to the mutliview form, click Yes.

For examples of queries, see Sample Queries.