Creating a Cross App Query

Creating a cross app query allows you to query and return a list of documentswhich are located (or stored) within multiple applications provide you have rights to the desired applications.

Right click on the desired application and select “New Cross App Query”.

The Cross App Query Configuration box is displayed. Select the desired applications that need to be linked together.

Select the first application to be linked and click the “Add” button to move the app to the Query Application box on the right. In this case: PH_StuRecs

Select the second application to be linked and click the “Add” button to move the app to the Query Application box on the right. In this case: StuRecs

Currently, all the fields are marked with a . Pressing the Legend button in the middle will display the Symbol definitions.

Notice that themeans that the field is not being used in the cross application.

The next step is to identify the fields that you want to see returned in the query results. Change the symbol to a check box () so that the desired fields will appear in the query results. This is accomplished by clicking on the desired fields till the symbol to the left becomes a check box ().

Next, you need to identify the matching fields in both applications that will join the two applications together. In this case, the fields to link together will be STUDENT ID and STUDENT NAME. This will ensure we are getting the same student from both applications (unique key).

In order to accomplish this task, click on these linked fields till the symbol changes to the Question Mark box (). This needs to be done for EACH of the linked fields.

NOTE: Because the fields are named identical in both applications, when you change the first linked field, the matching field in the second application will change automatically.

Click the OK button and the SEARCH window (below) will open to allow you to either insert search criteria or SAVE the newly created query.

Click on the SAVE button near the bottom of the window to save the query.

The SAVE query box pops up to enter a Query Name. Enter a query name and be sure to check the box “Available to all users” to allow other users of the application to run this new query. Click OK button.

The query shows in the list under the Application within Document Manager.

C. AnteauPage 1Create Date: 11/02/2018