Documentation Index

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Query Settings - New / Edit Query

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When you create a query or select Edit on an existing query’s overview page, you’ll find the following settings:  

Name

Give the query a name.  This name will only be visible administratively.  The name may be changed at any time if necessary.

User

This will default to the user's name but may be changed to another user.

Realm

Control access (who can build, run, and edit) to the query using a realm, if necessary.

Sharing

Check this setting if the query should be shared with other users who have the query and query base permissions.

Folder

Select an existing folder for the query or select 'other' to create a new one.

Type

Specify whether the query should use. We strongly encourage Configurable Joins.

Category

Configurable joins query bases are organized by category.

  • Records: returns one row per record of the specified type.

  • Related: returns one row per instance of the specified object.

  • System: returns one row per system object (lookup/metadata).

  • Views: returns one row per custom query base

Base

Base determines what each row of the query should represent. For example, one row per person record, one row per application, or one row per form response.

📖 If you select Edit Query → Edit Properties, you’ll find additional settings.

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