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 appear in the Fields list. Key fields automatically appear 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 a number of available fields to query, click Select All Fields. A prompt window will appear showing total fields found and an input field to enter the number of fields to select, otherwise, the selection will default to first 100.
      Note: Entering a number less than the displayed total fields found will only select the first x number of fields, e.g. first 50. No selection will be 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, you will be prompted with a message box with the message "You are trying to remove a required field <FIELD NAME>. Continue?" with Yes/No/Cancel options. The Yes option will confirm the removal of the field, and the No and Cancel options will retain the field on the list.
    • When you remove all fields from the Selected Fields list, you will receive the same message box mentioned above, but for every required field found in the list. The Yes option will confirm the removal of that field, the No option will retain that field on the list, and the Cancel option will retain all required fields on the list, as well as cancel any other message prompts for the other required fields.

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

  6. If you want 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, you will see a message that tells you which selections you must make.
  7. Click Next to proceed to the Column Headings tab.