How to create a query on a User Defined Field

User Defined Fields are custom fields created to track information in eTapestry. These fields can also be used as criteria in a query to find accounts or journal entries with specific values.
When querying on a UDF it is important to remember where this field is (Persona page, Defined Fields page, in a Transaction, etc.). This is controlled by the Field Application on that UDF.
  1. Click Queries
  2. Click Manage Queries
  3. Select a category that you want to store this query in (Ex: Base)
  4. Click New Query under the tasks menu
  5. Name the query
  6. Set the Starting Query to Base/All Constituents
  7. Under Results, select the Data Return Type you'd like to use; for more information about Data Return Types, please see Which Data Return Type should I use?
  8. Under Criteria Options mark Match Each Criteria if you'd like the results to match all of the User Defined Field values or Match At Least One criteria if you'd like the results to match one of the User Defined Field values
  9. Under Browse Fields select UDFs – (the Field Application of the UDF) from the drop down menu and click on the name of the field
    • For example, if your User Defined Field is stored on the Defined Fields page of a Constituent's account, you'll select UDFs- Constituent
  10. Select the value(s) of interest
  11. Click Save and Preview

Environment

 eTapestry

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