How do I permanently change or save an inquiry?
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Considerations before changing an inquiry:

  • Permanent inquiry changes affect all operators.
  • To change an inquiry, you must have the Inquiry Designer (ID) application.
  • When you upgrade, you will lose changes to a default inquiry unless you change the name of the inquiry.
  • You currently cannot change or modify an inquiry in the Address Book Application. For further considerations, see Can I add a report or inquiry to the Address Book menu?
  1. In Inquiry Designer, from the Inquiry menu, select Inquiry Manager.
  2. Select the application containing the inquiry to change and click OK.
  3. In the Inquiry Manager window, select the inquiry to modify.
  4. Click Change to modify the current inquiry or click Copy to create a copy that you can customize without affecting the original. If you click Copy, type a name, and specify a menu group for the new inquiry and click OK. Select the new inquiry and click Change.
  5. The Change Inquiry window opens with the Inquiry name, Menu group, and Start level prefilled for the selected inquiry.
    Note: You cannot change the Start level.
  6. Click Options, Applications, or Define Levels as needed.
    1. To change any of the inquiry options, click Options. Make any additional selections, and click OK.
      Note: To get more information about a specific option, right-click and select What's This?.
    2. To add records from another application, click Applications. Select the application, and click OK.
    3. To change the inquiry, click Define Levels to open the table view of the inquiry at the starting level of detail. You may be asked to make additional selections, depending on the records involved in the inquiry. The buttons on the inquiry window allow you to make specific changes. For example, click Select to add or remove a column.
  7. After completing all changes to the inquiry, click Close.
  8. Click Yes when prompted to save the inquiry.
  9. In the Save Shared View window, accept the default name, or specify a custom name, and click OK.
    Note: If you save your changes to the default name, then any other inquiry that shares that table view also reflects your changes. Changes to a default view overwrite when you upgrade. If you don’t want to lose changes when you upgrade, change the name of the view, and click OK. If you change the name of the view, only the inquiry modified reflects the changes you made.
  10. Click Close.

For additional information on changing an inquiry, refer to Inquiry Designer Help.

DocLink: Why is my report or inquiry missing from my Reports or Inquiry menu?
DocLink: How to see where information on an inquiry comes from?

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