Queries and Selections

Ad-hoc and smart queries can be associated with all sites or a single, specific site. Users with access to site A for a system role can only work with queries for site A. Users with access to all sites for a system role will be able to work with all queries. If a query is created by someone with no site permissions, all users regardless of site permissions will be able to access the query.

Data in query results is limited to those records the user has rights to access. Saved queries run with the site access of the user who runs the query, not the user who created the query.

Note: Access to Query must be established based on task and feature permissions for the user’s system role. Query type and smart query definitions available are based on the query view feature permissions for the user’s system role. The user must also have rights to the top level record type for the query view or smart query definition.

Selections are created from queries or by business processes. Selections inherit the site from the business processes or queries which created them. If the query from which the selection was created is accessible to only one site, the selection will be available to just that site. If a selection accessible by all sites is used by a user with access to only one site, the output will be based on the site the user can access.