Inquiry Preferences

Inquiry preferences allow you to share saved inquiry views and restrictions with specific users and user groups.

Inquiry Views

Once you have a defined inquiry, you can save and share it. Both existing and user defined inquiries can be saved.

Save an inquiry

Any inquiry can be updated and then saved by the user that created it. An administrator has the additional option to overwrite any inquiry view available to them. Once you have completed your changes, the Save As option becomes enabled. To use this option:

  • Click the View button and select Save As from the drop-down.
  • In the Save View As dialog box, enter a unique name for a new inquiry or enter an existing name in the Name box.
  • Click Save to overwrite an entry.

Apply an Inquiry

Once an inquiry is saved, that inquiry can be applied by the user that created it.

  • Click the View button and then select a saved inquiry from the drop-down list. When a previously saved inquiry is loaded, it clears any entered inquiry criteria.

Share a Saved Inquiry

After an inquiry is saved, that inquiry view can be shared with specific users and user groups. To share the current inquiry view:

  • Click the View button and select Share from the drop-down.
  • In the Shared Preference dialog box, select an available user or user group.
  • Select Add to share with the user or group and then OK to share the inquiry view. For more information on how to refine the list of users, see User Group.

Rename a Saved Inquiry

An inquiry view can be renamed by the user that created it. An administrator has the additional option to rename any inquiry view available to them. To use this option:

  • Click the View button and select the inquiry view from the drop-down.
  • In the Rename View dialog box, click Rename and enter a new name for the inquiry view.
  • Click OK to rename the inquiry view.

Remove a Saved Inquiry

Saved inquiry views can be removed by the user that created it. An administrator has the additional option to remove any inquiry view available to them. Once you have completed your changes, the Remove option becomes enabled. To use this option:

  • Click the View button and then Remove from the drop-down.
  • In the Remove View dialog box, select each inquiry to be removed. 
  • Click Remove and then OK to remove the inquiry.
  • If a removed inquiry is currently being shared, a confirmation dialog will appear. Click OK to confirm removal, or Cancel to close the dialog without removing the inquiry.

Inquiry Restrictions

Once you have defined restrictions, you can save and share them as a restriction set. Both existing and user defined restrictions are saved, as well as any values entered in the restrictions fields.

Save a Restriction Set

Any restriction set can be updated and then saved by the user that created it. An administrator has the additional option to overwrite any restriction set available to them. Once you have completed your changes, the Save As option becomes enabled. To use this option:

  • Click the Restrictions button and select Save As from the drop-down.
  • In the Save As dialog box, enter a unique name for a new inquiry or enter an existing name in the Name box.
  • Click Save to overwrite an entry.

Apply a Restriction Set

Once a restriction set is saved, that restriction set can be applied by the user that created it.

  • Click the Restrictions button and then select a saved restriction set from the drop-down list. When a previously saved restriction is loaded, it clears any entered restriction criteria.

Share a Restriction Set

Once a restriction set is saved, that restriction set can be shared with specific users and user groups. To share the current restriction set:

  • Click the Restrictions button and then select Share from the drop-down list.
  • In the Shared Restriction dialog box, select an available user or user group, select Add to share with the user or group.
  • Click OK to share the restriction set. For more information on how to refine the list of users, see User Group.

Rename a Restriction Set

A restriction set can be renamed by the user that created it. An administrator has the additional option to rename any the restriction set. available to them. To use this option:

  • Click the Restrictions button and select the restriction set from the drop-down.
  • In the Rename View dialog box, click Rename and enter a new name for the restriction set.
  • Click OK to rename the restriction set.

Remove a Restriction Set

Saved restriction sets can be removed by the user that created it. An administrator has the additional option to remove any restriction set available to them. Once you have completed your changes, the Remove option becomes enabled. To use this option:

  • Click the Restrictions button and then Remove from the drop-down.
  • In the Remove View dialog box, select each inquiry to be removed. 
  • Click Remove and then OK to remove the restriction set.
  • If a removed restriction set is currently being shared, a confirmation dialog will appear. Click OK to confirm removal, or Cancel to close the dialog without removing the restriction set.