How To Share Queries: Difference between revisions

Revision as of 14:59, 10 May 2024

Overview

Advanced Searches, Favorite Searches, and AdHoc queries may be shared between users.

Advanced Searches & Favorite Searches may be shared via the Configuration Manager.

AdHoc Queries may be shared via the Configuration Manager or by exporting the file and giving it to other users to import.

In order to share queries via the Configuration Manager, the person receiving the query must be logged out of TraCS. If they are logged in, the share will not work.

How to Share

Advanced Search & Favorite Searches

Before you share an Advanced Search or Favorite Search, first make sure that you have tested it to make sure that it works and yields the results that you want.

Configuration Manager

In order to share queries via the Configuration Manager, the person receiving the query must be logged out of TraCS. If they are logged in, the share will not work.

Hosted Agencies

Non-Hosted Agencies

File Export/Import

You cannot share an Advanced Search or Favorite Search via file export.

Ad Hoc Queries

Before you share an ad hoc query, first make sure that you have tested it to make sure that it works and yields the results that you want.

Configuration Manager

Follow the same steps as Advanced Searches & Favorite Searches

File Export/Import

Close out of the query criteria screen.

Highlight the query on your list, right click, and click Export.

Browse for the location where you want to save the file. If you don't choose a folder, the query will save to C:\ProgramData\TraCS\Adhoc Queries.

Give the file to other user(s) via email, shared drive, flash drive, etc.

Have the user(s) receiving the file copy it here - C:\ProgramData\TraCS\Adhoc Queries

Have them log into TraCS, go to the Advanced tab, AdHoc Queries

Right click in the white space and Import

Choose the ad hoc query that you shared and Open

The query will import and open to the criteria screen.

Click Finish and it will be on their AdHoc Queries list

@@ Line 12: / Line 12: @@
 ===Advanced Search & Favorite Searches===
+Before you share an Advanced Search or Favorite Search, first make sure that you have tested it to make sure that it works and yields the results that you want.
+=====Configuration Manager=====
 In order to share queries via the Configuration Manager, the person receiving the query must be logged out of TraCS.  &nbsp; If they are logged in, the share will not work.
@@ Line 28: / Line 32: @@
 [[File:QueryShare3.png]]
+=====File Export/Import=====
+You cannot share an Advanced Search or Favorite Search via file export.
 ====Ad Hoc Queries====
+Before you share an ad hoc query, first make sure that you have tested it to make sure that it works and yields the results that you want.
 =====Configuration Manager=====
@@ Line 36: / Line 45: @@
 =====File Export/Import=====
-In order to share an ad hoc query via file export, first make sure that your query has been finalized and tested to make sure that it works and yields the results that you want.
 :Close out of the query criteria screen.