When adding a Summary field to a query in The Raiser's Edge, users may receive a prompt "Do you wish to apply applicable criteria to this summary field" with options of Yes, No or Cancel. What does this do? What does "Do you wish to apply applicable criteria" mean? How do you turn off the prompt "Do you wish to apply applicable criteria" in query?
If the query contains applicable criteria, it will be added to the corresponding Summary field automatically if Yes is selected.
For example, if a Constituent query has criteria Gift Date between 1/1/2005 and 12/31/2007
Then a Summary Field is selected for Total Amount of Gifts. Set the operator to greater than or equal to 1 Switch to the Filter tab and the Gift Date between 1/1/2005 and 12/31/2007 will be added as a filter already.
This ONLY applies to criteria that would be applicable for the Summary field. So gift criteria would be added to a Summary for Gift, but Actions criteria would apply to Summary for Actions.
This option is an individual user option. It can be turned off by doing the following: 1. Go to Tools>User Options 2. Select the Query tab 3. Select Advanced on the left 4. Change the selection to "Do not automatically apply all query criteria" from Ask me each time I select a summary field