What is Queries & Letters?
The Queries & Letters feature is designed to help you query, organize and present information from within your database.
How to Access Queries & Letters
1. Select Queries & Letters from your FormLink Home page.
2. The Queries & Letters page is displayed.
How to Use Queries
Use the following options to manage your queries:
- Load Query: Displays a list of your saved queries to pick from.
- Save Query: Saves your current query as a template for later use.
- Delete Query: Removes a saved query template from your list.
- Clear Query: Resets the query page so you can start over.
When building or reviewing a query, you will work with two main sections:
- Columns: The fields you want to see in your query results — think of these as the column headers in a spreadsheet. Note: if your letter template contains auto-fill fields, those fields must be included as columns in the query.
- Conditions: The filters applied to narrow down your data, such as a specific date range or keyword search.