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Saved Queries are a Next Generation feature only |
What are Saved Queries
Saved Queries allow users to save
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search criteria and additional formatting options to
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keep your data just the way you like it.
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What are Saved Queries
Saved Queries are capable of saving the following information so you can quickly return to, or even set default, views for tables.
Search Filters
Sort Directions
Visible/Hidden columns
Column Order
Column Sizes
When adding a new Saved Query you will be prompted to give it a nickname to help you remember it.
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Once a query is created the name cannot be changed. You can however copy an existing query and delete the original. @since 5.6.0.1 Saved Queries can now be renamed via the query options menu |
When first created, the query will capture the current “state” of the view and keep that information in the query.
An Example
Lets say we are looking at the default view of the Environment History Report.
At this point we add and modify a few things:
Add a few search criteria by clicking on the filter icons by the column names
Add a sort by clicking on the column name itself.
At this point, we are ready to save our query. Just click For example in the below screenshot we have a saved query applied for the Environment History Report called Production. This Saved Query applies a filter on Environment for “Prod“ and sorts on the Requested On column.
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By default, the last Saved Query we were viewing on a page will be restored when coming back. Meaning this Production query will be applied to this page indefinitely. |
Creating a Saved Query
In order to create a Saved Query perform the following:
1️⃣ Apply any filters, sorts, or column altering you would like to be saved.
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2️⃣ Click on the Select a saved query dropdown and hit click the Add Query. You will be prompted for a nickname at this point, after which the query will be saved with our filters and sort criteria! button.
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3️⃣ Give your Saved Query a meaningful name. This is how you will identify it later.
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At any point, we can now return to this table and easily apply this Saved Query.
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Your previously selected Saved Query will also be remembered so if you were to log out of the application and come back the same Saved Query will be selected. |
Modifying a Saved Query
Once a Saved Query is selected, any changes made to filters, sorts or columns will mark the Saved Query as dirty. Below I have removed a handful of columns by clicking on the columns (|||) button near the top right.
After the column changes two buttons become enabled:
Undo - This will undo the column modifications since they were not there when I first saved the query.
Save - This will apply/save the column changes to the Joel Success Saved Query.
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Modifying a Saved Query
1️⃣ In order to modify a Saved Query it must first be selected.
2️⃣ With the Query selected, modify the filters, sorts, and columns as you normally would.
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Notice the query name is now italic For Docs. This indicates changes have been made to the query.
3️⃣ Click on the Save Icon to the right of the Saved Query dropdownto save your changes.
Alternatively you can also undo the changes by clicking the Undo Icon to the left. This will reset the Saved Query to its original state.
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Pro TipYou can easily duplicate queries by simply selecting the one you wish to copy and then clicking the Add Query button again and providing a new name. |
Changing the Query Name
1️⃣ To change the name of a Saved Query click the Select a saved query dropdown
2️⃣ Click the menu options on the right side of the Query you want to rename
3️⃣ Select the rename option and provide a new name
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Recommended ReadingTake a look at the Data Table documentation to learn how to get the most out of Saved Queries. |
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FAQ
Can you share Saved Queries?
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