Query in Web View

As Financial Edge NXT shifts to a total web solution, we're adding the following query features from database view to web view over the next several months. To track details and timelines, bookmark this page and What's New.

To combine records from two queries into a third static query, you can now merge queries in web view.

Note: Queries must have the same query type to merge them.

From Query, select New merge query. Select a primary and secondary query to merge and choose merge operators to determine how to combine them. For more information, see Merge Operators.

You can now view the criteria, sort, and output fields applied to your query from the query editor. For more information, see View a query’s applied fields.

To reduce the amount of time you search for fields in the query editor, you can now select the fields you use most often and include them in a list of favorite fields. Each query type supports its own list of favorite fields.

For more information, see Favorite Fields.

As we move query to web view, we will introduce support for more query features and fields over the upcoming months, including:

  • Include queries in web view features

  • Access more fields on new queries, including:

    • Summary fields

    • Ask fields

    • Address processing fields

  • Search for available fields

  • Select more fields, filters, and sort options in the list of queries

The following query features will not be moved to web view:

  • Query control report

  • Giving score queries

  • Visual Basic Application (VBA) fields