Create or Edit a SQL Query

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Follow the steps below to create or edit a SQL Query

  1. Navigate to the App Designer (Settings > Applications > App Designer) then select SQL Queries. The Create SQL queries that can be used in your forms and reports screen appears

  2. Click New to create a new query, or select a query from the list and click Edit to edit an existing query. The Edit a SQL Query… screen appears

  1. Fill in (or edit) the fields to create your query. These are described below

Field

Description

Name

A Name for the query

Description

Brief description of the query

Query

SQL query

Validate Query and Refresh Parameters

Click this to check to ensure the entered query is valid; parameters within the query are listed in a table at the bottom of the page for configuration.

Check Permissions

If this option is checked, the system will check the user’s permissions to confirm that the user has the proper permissions to view the data.

(!!) Note: for this function to work properly, the query must include ‘SELECT ID …’, where ID is the internal folder ID

Active

When checked, the query will be active and functional

Available in Reports

When checked, the query will be available to use when creating a query report

  1. Click Save to save the new query. The query appears on the SQL Queries list screen