4.5.2.1 Saving Queries
You can save query criteria and advanced search query criteria in the summary screen based on the user and function id combination.
To save a query do the following:
- Enter the query criteria in the summary screen and on click of ‘Search’, the ‘Save’ option is enabled.
- On click of Save, the criteria searched can be saved by entering:
- Query Criteria Name
- Remarks
- The saved query is then displayed on click of ‘Saved Queries’ with the following details:
- Query Name - Displays the name of the query as you have saved on click of which the system populates the saved criterion and search results in the summary screen.
- Query Type - Displays whether the query is normal or advanced.
- Action - You can edit or delete the saved query.
- On click of Edit, the system populates the query criteria on summary screen. You can modify the criteria search and on click of Save, the criteria name and remarks are displayed. On click of OK, the system will prompt for confirmation of modifying the criteria and on click of OK, the system saves the modified query.
Parent topic: Viewing the Summary of a Contract