Queries 101 - Basics

1. To navigate to a query screen, from the WorkDesk, click on any module in the left hamburger icon Menu.

2. In the next screen, you will find additional left menu options, some of which have a magnify glass icon next to them.

3. Click on a magnify glass icon next to your menu choice for which you would like to create a query for.

4. These three buttons can be found at the top-left of a query screen:

   1. Execute - Runs the query

   2. Basic Search/Advanced Search - This is a toggle. The button will show which option you will go to by clicking it. NOT which option you are on.

   3. Reset - Resets the entire query screen to their default settings.

5. On a query screen, under Action (left menu), you will find the link to open and create a New Query.

6. Below the Action menu, under the View menu, you can also find any past queries you have saved.

Open

Display Order is a functionality of the Query screen that allows you to set the order of the columns of information that will show up in the search results screen.

By default, each query will display a set of predetermined fields. Predetermined fields can be overridden by placing numbers in the boxes under the Display Order column. Once a number is entered, only numbers with values entered will be displayed. With this feature, it’s best to start with numbers like 10, 20, 30, etc. to allow other elements to be added in between without having to renumber other fields.

After setting up your Display Order and pressing Execute, the columns in your search results screen will display in the order relative to the numerical values you entered.

Under the Action menu on the left, the search can be exported to Excel by clicking on Export.

In addition to the ability to set the Display Order using numbers in the designated fields, another part of the Display Order feature includes the ability to select between Ascending (Asc) or Descending (Dsc).