Choosing Fields for an Application Form Query

When the information source is an Infor Lawson application form, you must select a form and form fields to add to the application query.

To choose fields for an application form query

  1. Select Application on the Welcome tab and click Next

    A list of product lines appears in the Product Lines/System Codes/Files column.

  2. Double-click a product line to display the available system codes.
  3. Double-click a system code to display the available forms.
  4. Double-click the form you want to query.

    The fields associated with that form display in the Fields list. Key fields automatically display in the Selected Fields column.

  5. Selecting fields for the query can be done in several ways:
    • To select one field, double-click it or drag it to the Selected Fields column.
    • To select multiple fields, click the fields you prefer, then drag one of the fields to the Selected Fields column. All selected fields move as you drag.
    • To select all fields or specify several available fields to query, click Select All Fields. A prompt window is displayed showing total fields found and an input field to enter the number of fields to select, otherwise, the default selection is first 100.
      Note: When a number less than the displayed total fields found is entered, only the first x number of fields is selected, e.g. first 50. No selection is made for any invalid inputs.
    • To remove a field from the Selected Fields column, select it and click Remove Selected Field.
    • To remove all fields from the Selected Fields column, click Remove All Selected Fields. The message “Are you sure you want to remove all of the selected fields from the list?” is displayed. Click Yes. Selected Fields column is now empty.
    • When you remove a required field from the Selected Fields list, a message box is prompted with the message "You are trying to remove a required field <FIELD NAME>. Continue?" with Yes/No/Cancel options. The Yes option confirms the removal of the field, and the No and Cancel options retains the field on the list.
    • When you remove all fields from the Selected Fields list, the same message box mentioned above is received, but for every required field found in the list. The Yes option confirms the removal of that field, the No option retains that field on the list, and the Cancel option retains all required fields on the list, and cancel any other message prompts for the other required fields.

    To change the order in which fields display, select a field name and then click the position in the list where you want the field to display.

  6. To preview the worksheet, you can click Finish to verify whether you are getting the data you want. You can also click Finish on any other tab as you build the query. If you have skipped any required fields on previous screens, a message is displayed that tells you which selections you must make.
  7. Click Next to proceed to the Column Headings tab.