Query Base Settings
  • 21 Nov 2023
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Query Base Settings

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Article Summary

Insert / Edit Query Bases

Setting

Description

Status 

Mark the query base as Active to make it available in Slate tools that might require the selection of a query population, e.g. Query Builder, Report Builder, Deliver mailing recipients, Rules Editor, etc.

Order 

Enter a number to specify the order in which the query base appears in the list of bases/populations. Local query bases are listed first in the order designated, followed by query bases available from the Slate Template Library.

Name

Provide a name for the query base.

Key

Identifies the primary ID to be used for tracking queries.

Enable Lookup

Yes enables the query base as a searchable option on the Lookup Records page. If the query base is added locally from the Slate Template Library, do not change this setting.

Enable Query

Yes enables the query base as an option on the 'Populations' dropdown when creating a new query.

Enable Reader

Special use only: set to Yes to customize the Reader based on departmental query bases.

Enable Folio

Yes enables an additional 'Folio' view in the Reader.

Related Bases

By including the ID of another query base, this base can inherit exports and filters from the related base. This is how the Prospects exports and filters, for example, can be included in an Applications query.

From Clause

Defines the primary table and alias for the query base.

Join Clause

(Optional) Defines additional tables and aliases for the query base which are required globally.

For maximum efficiency, joins can also be added (via the Query Exports/Filters tool) to specific exports/filters, which will only include the join if the export/filter is added to a query.

Where Clause

(Optional) Refines the available records in the query base by limiting results to records meeting the conditions.

Read Permission

Restrict access to the query base according to user permissions.

Create Record URL

(Optional) When populated, this setting creates the 'New Record' button available on the Lookup page. Creating a form for this purpose is recommended as a best practice. Read more about this in the Customizing the New Record Link article; additional examples are available in the Creating Custom Datasets article.

Dataset

If the query base is for use with a Dataset, select the Dataset from the list.

Scope

Describes the entity to which the query base is related.


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