Set query properties

1. To specify the properties of the query, select the Set save options tab.

2. Enter a unique name and description to help identify the query. For example, in the Description field, explain the criteria used to create the query.

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

4. To restrict use of the query to a specific site at your organization, in the Site field, select the site to use the query. For information about sites, refer to Sites and Site Security.

5. 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.

6. Select whether to add the query to your Favorites folder. We recommend you add queries you access often to your Favorites folder.

7. To enable users to access the query through a mobile device, select Make this query available in Mobile Query.

8. To exclude duplicate rows from the results of an ad-hoc query, select Suppress duplicate rows. When you select this checkbox, rows that contain identical data do not appear in the query results. However, duplicate rows may still appear for one-to-many fields. For example, if you include Phone number in the output, and a constituent has multiple phone numbers, each number appears on a separate row in the query results. For more information about the suppression of duplicate rows, refer to Suppress Duplicates in Ad-hoc Query Results.

9. To make ad-hoc query results available from the Blackbaud Internet Solutions REST API, select Enable query for CMS REST API.

   Warning: This checkbox provides access to the query’s results when you use Blackbaud Internet Solutions REST API. When you edit a query with the checkbox selected, any change to it affects your website. For example, the website reflects the security rights of the last user to save the query. If that user has rights to view A and C in query results but not B, website users can only view A and C. If that user has rights to view A, B, and C in query results, website users can also view all three. For more information about Blackbaud Internet Solutions REST API, see the SDK / API Guide.

10. Select whether to create a selection from the query results. A selection is a named set of IDs of the same record type. It has a name and description and is often used as input into a process or report as a means to specify which set of records should be acted on by that process. For information about how to create a selection from the query, refer to Create Selections from Queries.

11. Select whether other users can generate and edit the query. To assign permissions by system role, select Advanced permissions. For information about how to assign advanced permissions, refer to Assign System Role Permissions to a Query.

12. Select Save. The results page appears.