Query

Queries are used to group records that meet a set of criteria you define. There are two types of query:

  • Ad-hoc queries can include numerous output fields and enable you to browse through a specific set of records.

  • Smart queries perform complex calculations that would be difficult to achieve using ad-hoc queries.

You can also group records with selections. Selections are created from either type of query and include only record IDs. In many cases, you create an ad-hoc query solely to create a selection. Although selections do not include information about the records other than their IDs, you can select output fields in the query. This enables you to view a sampling of records so you can verify that the criteria you selected are accurate and the process will work on the records you intend. Selections are designed for use in Altru in various features and are optimized for processing speed.