When setting output type, filter and filter operator options on the Set save options of a user-defined smart query, these options disappear after when you click edit to open the smart query after having initially saved and closed.
This is an issue where the Application Detail options don't hold their static Output Type, Filter, or Filter Operation settings. The smart field will work and continue to work as setup as long as it's never edited. If this occurs the workaround is to create it and leave it alone or if the smart query is edited re-enter the options/values again and save the query.
Steps to Duplicate
1. Go to Administration\Application\Shell Design\User-defined Smart Queries 2. Click Add to create a new user-defined smart query 3. Select Revenue as the source view 4. In the results to display, select the following fields: a. System Record ID b. Constituent\Lookup ID c. Constituent\Name d. Date e. Application Details\Designation\Alternate Lookup Ids\Lookup ID f . Application Details\Designation system record ID g. Application Details\Designation name h. Application Details\Designation\Purpose\Site\System record ID i. Application Details\Designation Purpose\Site\Name j. Application Details\Designation\Report Code 1 k. Application Details\Application l. Application Details\Amount m. Receipt amount n. Revenue ID o. Payment method p. Pledge/Grant award balance
5. Go to the Set save options tab, and set the following options:
Field Output type Filter Filter operator System record ID Visible not checked no filter Constituent\Lookup ID Visible checked One of Constituent\Name Visible not checked no filter Date Visible Checked Between Application Details\Designation\Alternate Lookup Ids\Lookup ID Visible not checked none Application Details\Designation system record ID Hidden checked one of Application Details\Designation name Visible checked one of Application Details\Designation\Purpose\Site\System record ID Visible not checked none Application Details\Designation Purpose\Site\Name Visible not checked none Application Details\Designation\Report Code 1 Visible checked one of Application Details\Application Visible checked one of Application Details\Amount Visible not checked none Receipt amount Visible not checked none Revenue ID Visible checked one of Payment method Visible checked one of Pledge/Grant award balance Visible not checked one of
6. Click save and close 7. Go back to the query and click edit to open it 8. Go to the set save options tab, notice all options are now gone, except the following: