Custom Query Tab - Download Form

Use the Download form to select a pre-defined query to run where you want to use additional filters that don't exist in the query definition.

1. Select ‘Download Form’ option from the Custom Query ribbon.

2. Choose the Query Set from the dropdown list provided.

3. On the ‘Settings’ tab indicate if you will be using existing Column Headers and if so in what row they are held. If using your existing worksheet, they will be in row 9.

4. In the filters section you can add as many filters as you need:

Select the field to filter by

Select the Operator

Select the filter value

Click on the ‘Add’ button.

The filter has been added to the filter box.

You can add more filters if needed.

5. In the filters section you can also add Lookup filters if required.

If a look up has been set up using the previous instructions in section ‘Create Query Sets, the following steps are needed to use the functionality.

Originally the filter value will be a free text box. When the column that has had a lookup assigned to it is selected, the free type textbox will change to a list of values. This list of values can then be used to filter the download.

6. Click the ‘Download’ button to retrieve the records based on your selected Query Set.

If you are not entering any filters leave all the above fields blank.

Click ‘OK’.

Note - To ensure data is downloaded into the appropriate columns in the sheet, ensure your System Administrator uses column aliases in the select statement that map exactly to Wizard columns.

For example, this Wizard column can be aliased using either of these formats: