Set Query Save Options

Enter a unique name to help identify the query.

To help further identify the query, enter a description. For example, explain the criteria used to create the query.

To group the query with other similar queries, select its category. Query categories are code table entries that your organization defines in Administration. For information about code tables, refer to the Administration Guide.

If you use folders to organize your queries, select the folder in which to save the query.

When you select a folder, the default query permissions from the folder apply to the query. If you select a folder but then edit the selection to “none” before you save the query, the default permissions from the original folder no longer apply to the query. With a selection of “none,” all system roles can modify the query.

To add the query to your Favorites folder, select this checkbox. We recommend you add queries you access often to your Favorites folder.

To access the query and its results from a mobile device, select this checkbox.

To access the query results as a selection throughout the program, select this checkbox. For information about how to create a selection from a query, refer to Create Selections from Queries.

If you select Create a selection, this option is enabled. To create a selection that automatically refreshes each time you use it, select Create a dynamic selection. When you use a dynamic selection in a function, the program searches the database for any new records that meet the criteria of the selection and adds them to the results. For example, if a record does not meet the selection criteria when you first create it because of a data entry error, the selection includes the record the next time you use it if the error is corrected.

If you select Create a selection, this option is enabled. To create a fixed set of IDs that does not change, select Create a static selection. For example, if a record that originally met the criteria of the query on which the selection is based changes so that it does not currently meet the criteria, the record ID is still included in the selection each time you use it. The selection contains the same records until you refresh it manually or with an automated process.

If you select Create a selection, this checkbox is enabled. Select whether users can use the selection outside of the program in the Microsoft SQL Server Reporting Services Query Designer. If you select the checkbox, the selection appears in the Selections folder of the Field Explorer in Query Designer.

To allow all users to run and edit the query, select this checkbox.

To assign query permissions by system role, click this button. For information about how to assign query permissions, refer to Assign System Role Permissions to a Query.

To allow all users to run the query, select this checkbox.

To allow all users to edit the query, select this checkbox.