Reviewing/Modifying ARs: Listing ARs

Listing Action Requests

Select List from the Query menu (or select the List tool bar icon or type Ctrl+L) to display a one-line description of each AR that matches the query criteria you have defined, as shown in the figure below:

Figure: Query List Window

Your AR System administrator can specify which fields are displayed in the Query List window for each schema and the order in which they are displayed. Also any sorting options that you specify affect your Query List window. So, if you perform a query list on two different schemas, they might not display the same field contents. If your AR System administrator has not specified different fields for display, and you haven't specified any sorting options, you see the contents of the Entry ID and Short Description fields. (The Entry ID is a required field and therefore exist on all schemas. However, it is no longer required that a query return the contents of the Entry ID field.)

Note: If a query operation results in a list of greater than 6000 items, a dialog box appears asking if you want to view the first half of the list or the last half of the list.

The number of matching ARs appears on the status bar below the list of matching entries in the Query List window along with the time at which the list was retrieved.

Selecting List is a convenient way to determine if the query criteria you have specified produces too many ARs. If the number of ARs shown in the list is unmanageable, you can return to the Query window to refine the query criteria and re-display the query list until the list contains only the ARs you want to work with.

You can manually or automatically update the list of ARs in a Query List window to indicate any changes to the ARs that match the query criteria. You can automatically update the list by selecting Polling Interval on the Query menu and specifying after how many minutes you want the Query re-issued and a new Query List displayed. You can manually update the list by selecting Refresh on the Query menu or by pressing the Ctrl+Home key sequence. These are useful if you use the list of matching ARs in a Query List window as your list of things to do. For instance, by updating this list on a regular basis, it always contains all new ARs that are assigned to you. Also, by updating this list, you remove any ARs that have been assigned to someone else and are now no longer your responsibility or that you have already addressed.

Note: Since updating your query list affects the performance of your server, we recommend that under normal circumstances you automatically update your query list at five minutes or greater intervals. If you find that you need to update your query list more frequently, you can manually update it at any time.

You can select specific ARs from the list and perform further Query operations (Display, Modify Individual, Modify All, Report, or Delete) on just those selected.

Like other Windows applications, you can use the up and down arrow keys and the Page Up and Page Down keys to display different portions of the Query list.

Note: You cannot edit information in the Query List window.

This section contains the following procedures:

Using the Query List window
Re-displaying query criteria
Manually updating the query list
Automatically updating the query list

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Using the Query List window

To select an item in the list, click on the item. Selected items are highlighted.
To de-select an item, press Ctrl and click on the item to be de-selected.
To select more than one non-adjacent item, hold down the Ctrl key and click on the items you want to select.
To select adjacent items, you can simply hold down the mouse button and move the highlight from one item to the next.
To select a range of adjacent items, select the first item, then hold down the Shift key as you select the last item in the range.
To perform another operation on selected items, with the items highlighted select the operation you want from the Query menu. You can also open a Display, Modify Individual, or Report window for an item by double-clicking on the item. (Whether the double-click action opens a Display, Modify Individual, or Report window is determined by your Double Click on a Query List Item query preference. See Setting User Preferences.)

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Re-displaying query criteria

To re-display the query criteria for this list, either:

Select Show Query from the Actions menu.

or

Type Ctrl+B.

This reloads the query criteria in to the Query window

You might want to do this to further refine the query criteria, if you found the list included too many irrelevant ARs.

Note: When you select Show Query (or type Ctrl+B), the Query window reappears in front of the Query List displaying the original query criteria.

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Manually updating the query list

To manually update the query list to reflect any changes made to the ARs that match the query criteria, either:

Select Refresh from the Query menu.

or

Press the CtrL+Home key sequence.

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Automatically updating the query list

To automatically update the query list to reflect any changes made to the list of ARs that match the query criteria, do the following:

Select Polling Interval on the Query menu.
On the Set Polling Interval dialog box select the On radio button in the Polling field.
In the Polling Interval field specify the number of minutes after which you want the query re-issued and the list updated. You can specify from 1 to 59 minutes.

The query list is automatically updated at the specified time interval as long as the Query List window is displayed. The figure below illustrates the Set Polling Interval dialog box.

Figure: Set Polling Interval Dialog Box

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