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Create document queries

Perform this procedure to create document queries.

The Documents and Library applications allow you to create document queries. Queries are used to quickly locate documents based on their properties. Queries can be run from the Documents and Library tree and grid. They can be run ad hoc or saved for future use.

  1. Open the Document Query Tool using one of the following methods.
    • In the Documents or Library tree, right-click one of the document query folders and click New Query. The new query will be created under the selected folder.
    • Right-click in the grid and click Queries > Create New Query
    • In the grid, click the queries button (Q) below the grid. If a query is currently applied to the grid, the query statements will be listed.
  2. To create a query statement, click the + button next to the AND operator. To select the column, click the column name link in the condition and select the appropriate column from the list.
    All available columns will display in the list.
  3. Click the operator link in the condition and select the appropriate comparison operator from the list.
    The comparison operator list displays only the operators supported by the current column's data type. For example, the Priority column is of the numeric type so the operator list doesn't display the 'Begins with' operator and other operators that are related to the string type.
  4. Click the <enter a value> link and enter a value in the box.
  5. To add additional conditions, click the + button next to the group's AND operator. This will create new conditions below the current one. Complete each condition statement using the steps above.
  6. Click OK to query data using the created query statement.
    You can create more advanced queries containing multiple logical (Boolean) operators. To change the root logical operator, click the current AND operator and select the appropriate operator from the list. You can then add a new query statement group by clicking the operator and selecting Add Group. You can add multiple groups containing multiple conditions. Complete each group using the steps above.
  7. If you created the query from the grid, you can save the query by right-clicking in the grid and clicking Queries > Save Current Query.
    • You will select the query folder and enter a query Name.
  8. You can load saved queries by right-clicking in the grid and clicking Queries > Load Query.
    • From the dialog box, select the query you want to open and click OK.
  9. To refresh the query, click the Refresh Query button below the grid.
  10. To cancel the query, click the Cancel Query Mode button below the grid.