Managing User Defined QuickQueries

If you allow your agency Civic Platform users to create their own personal QuickQueries, known as My QuickQueries, you can manage them through the Administration portlet. You can search for user defined QuickQueries, edit them (if permitted), and delete them as needed.

Multiple daily users can assign a QuickQuery the same name. Civic Platform differentiates these QuickQueries by the user’s login name. For example, John Q. Smith and Ann Jensen can both create a query called “Projects Due Today.” A user or administrator who wants to create two QuickQueries with the same name on the same login account must differentiate the two. For example, “Opened Today with Balance (Global)” and “Opened Today with Balance (My QQ).”

For more information about defining user QuickQueries, see “Understanding QuickQueries” in the Accela Civic Platform User Guide.

Topics

Searching for User Defined QuickQueries

Depending on the size of your agency, you might have hundreds of user defined QuickQueries that agency users create. Civic Platform enables you to search for QuickQueries created by users so you can manage them as needed.

To search for user defined QuickQueries

  1. Access the My QuickQueries portlet (Accessing the My QuickQueries Portlet).

  2. Select the view for which you are creating the query.

  3. Click Submit.

    Civic Platform displays a list of the queries defined for that view.



  4. Click Search.

    Civic Platform displays a search form.

  5. Complete any fields that display to search for a QuickQuery.

  6. Click Submit.

    Civic Platform displays a list of queries that match your search criteria.

Editing User Defined QuickQueries

Civic Platform enables you to edit QuickQueries created by users so you can manage them as needed.

To edit user defined QuickQueries

  1. Access the My QuickQueries portlet (Accessing the My QuickQueries Portlet).

  2. Select Record List from the Portlet drop-down list, then click Submit.

    Civic Platform displays the list of User Created QuickQueires.

  3. Locate and select the QuickQuery you want to modify.

    Civic Platform displays the Query with all fields editable.



  4. Modify any of the fields as necessary

  5. Click Submit.

Deleting User Defined QuickQueries

You can delete user defined QuickQueries as needed. You might need to delete a user defined QuickQuery, for example, if an employee changes departments and you no longer want them to have access to data they for which they created a QuickQuery. You might also want to delete QuickQueries for employees who are no longer at your agency, to help keep unnecessary data out of your database.

To delete user defined QuickQueries

  1. Access the My QuickQueries portlet (Accessing the My QuickQueries Portlet).

  2. Select the view for which you are creating the query.

  3. Click Submit.

    Civic Platform displays a list of the queries defined for that view.

  4. From the list of queries, select each query you want to delete.

    If you do not see the QuickQuery you want, you can search for it by clicking the Search button located in the toolbar.

  5. Click Delete.

    Civic Platform updates the Global QuickQueries list.