Adding an advanced query group

Use Query Builder to create a group. Advanced queries are used to set the conditions for the group. Each time you access the group, the query evaluates the database to determine which records to display. If you require to ensure the group do not change, create an ad hoc group instead. See Adding an Ad Hoc group

To create an advanced query group:

Access a list or detail view.
Click Add Group. The Infor CRM SLX Query Builder is displayed.
Use the Conditions tab to define the conditional statements used to select records.
Use these Query Builder tabs if required:
- Properties tab: Use to define the name and description of the group.
- Layout tab: Use to define which data displays in the list view.
  Note: The default layout is determined by the group you selected as the Default Group in the Group options.
- Sorting tab: Use to define how the data is sorted.
Click OK.

Note: This group is automatically marked as a Favorite. Favorites display as tabs in alphabetical order up to the limit allowed by the administrator. Use the Groups list to manage your Favorites.