Who is this article for?

Users who want to understand how to build Combined Queries.

Access_Queryor higher permissions are required

Queries are a request for information that use specific parameters or search terms to retrieve relevant data or records that match the criteria. This article will walk you through how to generate Queries to retrieve items from modules on your site.

In this article:

1. Creating a Query
2. Adding filters to a Query
3. Running a Query
4. Further reading

1. Creating a Query

Queries are available for the following modules:

• Actions
• Assessments
• Feedback
• PIs
• Policies
• Risks
• Reports

To create a Query:

1. Open the Go To... menu.
2. Hover over the module you want to query.
3. Select 'Queries'.
4. Click 'Queries▼'.
5. Choose 'New Query'.
   You will be asked to name your Query. To make it easy to identify what the Query is fetching, we recommend you give it a title which represents that.
6. Click 'Save & Close'.

You will be taken to the overview of your Query.

2. Adding filters to a Query

Before your Query can generate results, you need to add filters to it.

To add filters:

1. Open your Query.
2. Switch to the 'Filters' tab.
3. Click 'Add Filters'.
   You will see a pop-up with all available filters for the item type you're working with. These will differ from module to module.
4. Highlight the filter type on the left.
5. Click the filter on the right to add it.
   Some filters will generate a pop-up modal where you will be asked to specify additional details to setup your filter.

You can add more than one filter to a Query, depending on how granular you need your results to be.

3. Running a Query

Once you've set up a Query, you need to 'Run' it to generate a list of items that match the selected filters.

To run a Query, click the 'Run' button in the 'Filters' tab.

You will be taken to the 'Results' tab where the items found through the Query are displayed.

4. Further reading

• Creating a Combined Query for items in a module