Related Topics:

Report Templates

Import/Export Templates

Query Templates

Query templates allow you to save a great deal of time if you have particular queries that you run repeatedly. Saved query templates are also listed in the Available Reports area of the Reports window and can be included in generated reports.

If a standard database (*.rsr9) is open when you save a query, it will be stored in the standard templates file (*.xrt8) that is active for your computer, and it will be available for use in other standard databases that you open from this computer. If an enterprise database (SQL Server or Oracle) is open, then the query will be stored within the enterprise database itself.

This topic explains how to manage query templates, including:

Using a Saved Template in the Query Utility

To use a saved template in the Query window, click the Open Saved Query icon.

The Select Existing Query window will display all saved templates for the type of query that was selected in the Query window (items, FMEA causes, etc.). If you want to search for a different record type, use the drop-down list to update the table.

To select a template, double-click the row or select it and click OK.

The settings on the Criteria and Headers Customization tabs of the Query utility will change to reflect the settings used in the saved query. It is important to understand the following:

Saving New Templates from the Query Utility

To create a template from within the Query utility, configure all of the desired options on the Criteria and Headers Customization tabs and then click the Save Query icon.

In the Save Query window, provide a name for the query and, if desired, a description and then click OK.

The saved template includes all of the settings specified on the Criteria and Headers Customization tabs. It can then be applied to any data source.

Adding and Editing Templates via the Query Template Window

You can also create or edit query templates from the Templates Manager. To open the manager, choose File > Manage Repository > Templates Manager.

 

Then click either the Add button or the Edit button on the Query Templates tab. The Query Template window works in the same way as the Query utility, with the following exceptions:

 

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