Bill of Materials Wizard

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Custom Query - Download Form

 
Use the Download form to select a pre-defined query to run where you want to use additional filters that do not exist in the query definition.
 
1.    Select the ‘Download Form’ icon from the ‘Custom Query’ ribbon.
 
 
2.    Choose the Query Set from the dropdown list.
 
 
3.    Indicate on the ‘Settings’ tab if you will be using existing Column Headers and in what row they are held.  If using your existing worksheet, they will be in Row 9.
 
 
4.    Add a filter first and then complete the appropriate details in the filter fields for each query and click the ‘Add’ button to create the run-time filter.
 
 
The filter will be added to the filter box and you can add more filters as required.
 
 
5.    Click the ‘Download’ button to retrieve the records based on your selected Query Set.
 
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.
 
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