The Search page is the section where reports can be generated. You can generate ad-hoc reports, create and run saved reports, create report layouts to choose which fields will be displayed in report results as well as print, export and edit the report results.

The Search page has several sections with each section operating independently of the others (except for the Preview button in the Saved Queries bar which can be used on both saved and advanced saved queries):

• Saved Queries bar - Create, edit and run saved reports.
• Report Layouts bar - Add and edit saved report layouts to set which fields will be displayed in the report results.
• Query for Records section - Create and run ad-hoc reports.
• Advanced Query section - Add, edit and run more complex saved reports.

Topics Covered In This Section

• Query for Records - create and run ad-hoc reports.
• Selecting Query Criteria by Field Type - explains how to use each type of field as part of the query criteria.
• Full Text Search - search for key word(s) within a set of fields.
• Dependent Pulldowns - describes how pulldowns involved in a dependency behave when running queries.
• Obsolete Items - how to include obsolete pulldown items in query criteria.
• Examples of Queries - samples to demonstrate selections to make to yield specific results.
• Query Results - information about the operations that can be done on the results of a query.
• Search Within a Set of Query Results - how to use key word(s) to search within the results of a query.
• Apply a Range Filter to a Set of Query Results - how to narrow down the results further using filters.
• Editing or Deleting a Set of Query Results - make changes to the set of records that matched your query criteria.

To run an ad-hoc query:

1. Click on the Search icon in the top button bar
2. Click on the Clear button in Query for Records section to clear out any previously selected query criteria

3. If you have access to multiple projects and/or forms, the Project and Form fields will be displayed. By default, "*" will be selected to match any project or form. To select multiple values, hold down the Ctrl button on your keyboard while clicking on each desired value. If specific forms are selected, a Get Fields button will appear. Click on it to update the list of available fields for selecting query criteria.
4. You can perform a full text search by entering a key word(s) or phrase in the Search section "for" box. Then, select a search method in "using". By default, the search will be done using "All Words" across "<All Fields>". Or, you can expand the "in" option to select specific fields to be included in the search. For more detail about the fields included or the search methods used, please review the Full Text Search section.
5. Choose how the results will be sorted in the Sort By section. Select a field to sort by, then choose Ascending or Descending as the sort order. Link and TextArea type fields are not available as sort options. To add another level of sorting, click on the Add More link. Up to 4 fields can be selected for sorting. Or, click the Remove to remove a sort option.

   Please note:

   • When the preference Exclude Time From Reports is enabled and a Date field is selected in the Sort By section, the query results will be sorted by the time in each record even though the results will not include the time information.
   • When PRN (Record ID) is selected for one of the Sort By fields, the records will be ordered according to the numeric component of the PRN (Record ID) field. The short name of the form will not be used as part of the sorting when PRN (Record ID) is selected. For example, let's say you have PRNs "REC1" and "REC2". The sorting will be done using "1" and "2", ignoring the "REC".
6. Select a value in the Report Layout pulldown. The report layout determines which fields will be displayed in the columns of the query results.
7. If you wish to have a title displayed for this report on the Query Results Page, enter a title in the Report Title field.
8. If you are only using the full text search option, click on the Run Query button to run the query. Or, you can continue to the next section and select criteria using the list of fields. You can combine any or all of the fields displayed to define a query. Each value is applied to the query as an AND clause, that is, the query will return all records that match all of the specified criteria. Review the Selecting Query Criteria by Field Type section for details about how to select criteria in the different field types. After making selections to specific fields, click on the Run Query button to run the query.
9. The records that matched the query criteria will be displayed. More detail on the results can be found in the Query Results section.

The Clear button in the Query for Records section can also be used to set the criteria such that the query will return all records. To run a query that returns all records:

1. Click on the Search icon in the top button bar
2. Click on the Clear button
3. Click on the Run Query button
4. The results page will display all records

A Reset button is available in the Query for Records section, allowing you to restore each query field to the values which were used in the last query that was run. This function is useful if you wish to use a previously executed query as a baseline for further queries.

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Query criteria is entered or selected differently for the various field types available in Tracker.

• Project (explained in Query for Records section)
• Form (explained in Query for Records section)
• Assigned To
• Clone
• Date
• Deleted
• Discussion Subscription
• Float (Floating Point Number)
• Integer
• Link
• PRN
• Pulldown
• Release Number
• Reported By
• Status
• Text or TextArea
• URL
• YesNo

Assigned To

You can select any active user or user group within the system or select * to match any user. User groups are denoted as [user group] within the pulldown.  To select multiple users or user groups, click on the "" to expand the pulldown for multiple selection, hold down the Ctrl button on your keyboard while clicking on the users or users groups to select them. You can also search for a key word or phrase in the Assignee field by using the Full Text Search option.

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Clone

You can select "Yes" to match only records that are clones of other records, or select "No" to match only records that are not clones of other records, or select * to match any records irrespective of whether it is a clone.

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Date

Select a start date in the On or After field and, if desired, an end date in the AND Before field for the date period you wish to match. To match any value, leave the field blank. You can either type in the date(s) or click on the calendar icon to select a date. In the calendar, click on the < or > to move backward or forward one month. Click on the << or >> to move backward or forward one year. Click Now to set the date field to be the current date and time. Click on Exclude Time if you want to exclude the time information from being saved in the date field. For a field where the time information has previously been excluded, click Set Time if you wish to include the current time information in the field. Click OK to choose the highlighted date to be entered into the date field. Date will be selected and calendar dismissed when a date is clicked when the time is excluded. Dates displayed in red are non-business days according to the Business Days option in the Preferences section. Click Cancel to dismiss the calendar without saving changes.

Another option is to search within a relative date range (e.g. all records reported within the last 2 weeks or all records with a Due Date in the next 3 days). Select the radio button to the left of the option called within the, select "previous" or "next", enter an integer to specify how many increments of time to include in the range and select the time increment desired (days, weeks, months or years). The results will be returned using the current date and time as the reference point. For example, if you run a query on June 15, 2006 12:20:00 PM that will return all records reported in the previous 2 days, the results will include all records that have a Date Reported between June 13, 2006 12:20:00 PM and June 15, 2006 12:20:00 PM.

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Deleted

You can select "No" to include only records that are not marked as deleted, or select "Yes" to match only records that are marked as deleted, or select * to match any records irrespective of whether it is marked deleted.

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Discussion Subscription

You can select "Yes" to return records that contain a discussion thread to which you are subscribed, or select "No" to return records that do not contain a discussion thread to which you are subscribed, or select * to return any records irrespective of whether it contains a discussion thread to which you are subscribed.

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Float (Floating Point Number)

You can specify a value and one of the following conditions: <, <=, >, >= and =. To match any value, select the condition * and leave the value blank. You can also search for a numeric value or phrase in multiple Float fields by using the Full Text Search option.

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Integer

You can specify a value and one of the following conditions: <, <=, >, >= and =. To match any value, select the condition * and leave the value blank. You can also search for a numeric value or phrase in multiple Integer fields by using the Full Text Search option.

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Link

You can specify one of the following conditions and its associated search criteria:

• Select the * condition to match any value.
• contains: This will return any record where the key fields of the linked item contains the string that is typed into blank field.
• is one of: This will return any record that is linked to the selected item(s).  To select the linked item criteria, click the Set button. A list of items that can be added will be displayed (if you are using a browser other than Internet Explorer, the list will not be displayed until you click on the Find button). To search for items using a text or numeric string, type the string into the Search Criteria field and click on the Find button. Any items that matched your string will be displayed. The string is searched within the key fields for the forms you are searching. When a Release Number field (a field that contains 4 connected values, e.g. "1.2.1.Beta 1") is a key field, only basic searches for the sub-components of the field (for example, entering "1" to find records with "1.2.1.Beta 1") can be done. Searching for a whole value, like say "1.2.1.Beta 1" is not available.

  To select an item in the list, click on the item. To select multiple items, hold down the Ctrl button on your keyboard while clicking on the items to be added. Click on the Add button to add the selected items to the search criteria. To remove an item, click on the item, then click on the Remove button.

• matches: This will return any record that is linked to any of the items in the selected saved query.

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PRN

You can specify a value and one of the following conditions: <, <=, >, >= and =. To match any value, select the condition * and leave the value blank. When entering criteria into the PRN field, enter only an integer (don't include the short name of the PRN). For example, if you are trying to locate the record "SUP205", enter "205" into the PRN field. However, unless you make specific selections in the Project and Form fields, this will return any records from other forms that have 205 as part of the PRN (e.g. BUG205, CUS205, etc.). You can also search for a numeric value or phrase in the PRN field by using the Full Text Search option. In in the Full Text Search box, you must enter the short name (if applicable) to return a specific PRN.

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Pulldown

You can pick any particular value, or select * to match any value. To select multiple values within the pulldown, click on the "" to expand the pulldown for multiple selection, hold down the Ctrl button on your keyboard while clicking on the values to select them.

When a pulldown is configured as a "Search Pulldown", a Set button will be available to the right of the field. Select * to match any value. Or, to search for values to be included in the criteria, click on the Set button. Type in key word(s) and click on the Find button. Any option menu items that matched your key word(s) will be displayed. To add one of the items in the search results to the pulldown, click on the item, then click on the Add button. To add multiple items, hold down the Ctrl button on your keyboard as you click on the items, then click on the Add button. Any of the items you add can be used as part of the search criteria for an ad-hoc or saved query. Additional items can be added at any time by clicking on the Set button. To remove items, click on the item (or hold down the Ctrl button on your keyboard and select multiple items), then click on the Remove button.

You can also search for a key word or phrase in multiple Pulldown fields, use the Full Text Search option.

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Release Number

You can pick any particular value, or select * to match any value in each of the 4 values for Release Number type fields.

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Reported By

You can select any user or user group within the system or select * to match any user. User groups are denoted as [user group] within the pulldown. To select multiple users or user groups, click on the "" to expand the pulldown for multiple selection, hold down the Ctrl button on your keyboard while clicking on the users or user groups to select them. If you wish to search for a key word or phrase in the Reported By field, use the Full Text Search option.

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Status

You can select any currently defined workflow state, or a State Group or select * to match any value. To select multiple states, click on the "" to expand the pulldown for multiple selection, hold down the Ctrl button on your keyboard while clicking on the states to select them.  State Groups allow you to define collections of states to query against. State Groups are denoted as [state group] within the pulldown. For example, your Administrator could define a State Group named "Active" that includes all the states except for "Closed". Check with your Tracker Administrator for information about state groups that have been created in your workgroup. If you wish to search for a key word or phrase in the Status field, use the Full Text Search option.

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Text or TextArea

You can enter a key word or phrase you wish to match in a Text or TextArea type field or leave blank to match any value. If you wish to search for a key word or phrase in multiple Text or TextArea fields, use the Full Text Search option.

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URL

You can enter a key word or string you wish to match in a URL type field or leave blank to match any value. If you wish to search for a key word or phrase in multiple URL fields, use the Full Text Search option.

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YesNo

You can pick "Yes" or "No" or select * to match any value.

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A Full Text Search option is available in the sub-section called Search when running ad-hoc queries. To include a full text search as part of your query criteria, enter a key word(s) or phrase into the for text box. Date, Link and Release Number type fields are not available for selection. If you wish to find a subset of query results based on a Date field, you can use the range filtering option. By default, the search will use "All Words" as the search method and include "<All Fields>". Or, you can select specific fields in the "in" list to be included in the search for your key word(s) or phrase. Select the search method you wish to use in the using field.

Search Methods

• All Words: The search will return all records which contain all of the words typed into the "Search Words" field.
• Any Word: The search will return all records which contain any of the words typed into the "Search Words" field.
• Exact Phrase: The search will return all records which contain the exact match for the string typed into the "Search Words" field.
• Boolean Expression: You can allow the use of Boolean operators such as "AND", "OR" and "NOT". A + sign can be used as "AND". You can also use quotes to distinguish a string of words as one part of the Boolean expression.

Search Method Examples

Key Word(s) or Phrase entered in Search For field Search Method Results access denied Any Word The search will return all records which contain the word "access" OR the word "denied". access denied All Words The search will return all records which contain both "access" AND "denied". access denied Exact Phrase The search will return all records which contain the string "access denied". access OR denied Boolean Expression The search will return all records which contain the word "access" OR the word "denied". access AND denied Boolean Expression The search will return all records which contain the word "access" AND the word "denied". access + denied Boolean Expression The search will return all records which contain the word "access" AND the word "denied". access NOT denied Boolean Expression The search will return all records which contain the word "access" but NOT the word "denied".

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Dependent Pulldowns

In some cases, your Tracker Administrator may have configured dependent pulldowns in the system. A set of dependent pulldowns is a pair of pulldown menus where one pulldown is the child pulldown field and the other is the parent pulldown field. The option menu items that are displayed in the child pulldown field are determined by the option menu item that is selected for the parent pulldown field. A simple example to illustrate this functionality:

A system has a pulldown called Product with two option menu items "Our Computer" and "Our Printer". A pulldown called Component has the option menu items "Hard Drive", "Video Card", "Toner", and "Paper Tray". The components "Hard Drive" and "Video Card" correspond to the "Our Computer" option menu item in the Product pulldown field. The components "Toner" and "Paper Tray" correspond to the "Our Printer" option menu item in the Product field. When a user selects "Our Computer" for the Product field, only the options "Hard Drive" and "Video Card" will be displayed in the Component field. The Component pulldown (child) is dependent on the Product pulldown (parent).

By default, these relationships between pulldown fields are not enforced when running queries. If you would like these dependencies between pulldown fields to be enforced when you perform queries (including the queries that display your home page reports), change the setting Enforce Dependency in Query Page to be set to Yes in the Preferences section. To do this,

1. Login to the workgroup
2. On the Home Page, click on the Preferences link
3. Scroll down to the "Query Page Pulldown Settings" section. Check the box for the setting Enforce Dependencies
4. Click OK to save this change.

In some cases, not all of the pulldown fields involved in the dependency chain will be visible on the Search Page. For example, let's say we have the following dependency chain configured:

Pulldown A > Pulldown B > Pulldown C

If Pulldown B is not visible on the Search Page while the "Enforce Dependency in Query Page" option is enabled, Pulldown C will show all possible menu items instead of only those menu items associated with the selection made in Pulldown A.

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Obsolete Items

In some cases, your Tracker Administrator may mark some option menu items as obsolete. An obsolete option menu item is a value in a pulldown field that cannot be selected for new records, but may be contained in existing records. When running queries, you may wish to search using obsolete items. If you would like for obsolete option menu items to be available to be used as part of search criteria on the Search Page:

1. Login to the workgroup
2. On the Home Page, click on the Preferences link
3. Scroll down to the "Query Page Pulldown Settings" section. Check the box for the setting Include Obsolete Items
4. Click OK to save this change.

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Examples of Queries

Goal Procedure Find all records assigned to "Robert Frank". Click on the Clear button. Set the "Assigned To" field to "Robert Frank" and click on the Run Query button. Find all records for the product "Big Widget" that need to be assigned for testing. Click on the Clear button. Set the "Product" field to "Big Widget" and the "Status" field to "Fixed" and click on the Run Query button. Locate a record related to random program crashes. Click on the Clear button. Enter "random crash" in the "Description" field and click on the Run Query button. Locate all records with the word "print" in the Description. Click on the Clear button. Enter "print" in the "Description" field and click on the Run Query button.

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Query Results

Once you have run a query, you can view, task, edit or view discussion threads to which you are subscribed for any of the records listed in the query results. To see detailed information for a record included in the results, double-click on the row to go to the View Page for that record. You can change the sort order of the Query results at any time by clicking on the field name of the column you wish to sort by. The initial sort order is based on the selections made in the Sort By options of the Query for Records section or in the saved query. The field that is being used as the primary sort field will have an arrow to the right of the field name. If the arrow is pointing down, the results are sorted by that field in a descending order. If the arrow is pointing up, the results are sorted by that field in an ascending order. Clicking once on the field with the arrow will reverse the sort order. Clicking once on any field that does not have the arrow will sort the results in ascending order by that field. Any field except Link and TextArea type fields can be clicked to sort the results by that field.

Please note:

• When the preference Exclude Time From Reports is enabled and a Date field is selected in the Sort By section, the report results will be sorted by the time in each record even though the report will not display the time information.
• When PRN (Record ID) is selected for one of the Sort By fields, the records will be ordered according to the numeric component of the PRN (Record ID) field. The short name of the form will not be used as part of the sorting when PRN (Record ID) is selected. For example, let's say you have PRNs "REC1" and "REC2". The sorting will be done using "1" and "2", ignoring the "REC".
• When a Release Number type field is selected for one of the Sort By fields, the records will be ordered by the actual values of the option menu items in the field (not by the order property set for each option menu item by the Tracker Administrator).
• If records from multiple forms are included in the search results and are sorted by a field that is not common to both forms, records that do not have a value for the sort field will be listed first when sorting in ascending order.

The number of query results displayed per page is based on the value of the field Maximum Records in the Report Settings section of your Preferences page. By default, this is set to display 20 records per page.

Use the page pulldown to go directly to a specific page number.

When the "Assigned To" or "Reported By" fields are displayed in the query results and if you have the privilege that allows you to see user profile information, you can click on the user's name to display their profile details as shown below.

If you have the appropriate privilege, you can click on this icon to view a record in the query results.

If you have the appropriate privilege, you can click on this icon to task a record in the query results.

If you have the appropriate privilege, you can click on this icon to edit the fields, attachments or source code list in a record in the query results.

If you have the appropriate privilege, you can click on this icon to view the discussion threads to which you are subscribed within a record in the query results.

If you have the appropriate privilege, you can click on this icon to view the discussion threads to which you are subscribed with new messages posted within a record in the query results.

The query results can be formatted for printing as a table or text (text will display the full contents of all fields, table format may truncate long fields based on the settings in the Report Layout you used). To print the query results, select "Text" or "Table" and click on the Print link in the upper right corner of the Search Page. If you wish to see a preview before printing, select "Text" or "Table", then click on the Print Preview button. Please note that when the preference Exclude Time From Reports is enabled and a Date field is displayed in the report layout, the time information will not be included (only the date) when print previewing or printing the query results. If you have performed a search within the query results or have applied a filter, only the records you see when you click on the Print link will be included.

The query results can be exported to a *.CSV file (comma separated values format) by clicking on the Export link in the upper right corner of the Query Results page. Please note that when the preference Exclude Time From Reports is enabled and a Date field is displayed in the report layout, the time information will not be included (only the date) when exporting the query results. If you have performed a search within the query results or have applied a filter, only the records you see when you click on the Export link will be included.

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Search Within a Set of Query Results

You can do a text search within the fields displayed in a set of query results using the Search Window available above the results. For example, you may wish to search for any records with "print" in the Title as shown in the sample below.

To search within a set of query results:

1. Enter a key word(s) or phrase into the Search... text box above the query results.
2. If desired, click on the dropdown icon to select in which fields you wish to search:
   • Select "<All>" to search all of the fields available to you (including the fields not displayed in the report) for the key word(s) or phrase entered.
   • Or, select "<All in Report>" to search only the fields displayed in the report (this is the default selection).
   • Or, choose specific fields to be searched. You can select multiple fields by holding down the Ctrl button on your keyboard as you make your selections. Date, Link and Release Number type fields are not available for selection. If you wish to find a subset of the query results based on a Date field, you can use the range filtering option.

   When searching for a specific PRN, you must enter the full PRN including the short name, if applicable. For example, if you are trying to find the ticket SUP20, entering only "20" will not return this record. You must enter "SUP20" into the Search text box.

   When choosing a Release Number field to search within, the value you enter into the Search text box will be searched within each individual digit of the Release Number field. For example, you can search using values like "1", "Beta 2", etc. Basically, you can search for the items that are configured as choices in the Release Number field. However, you cannot search for a combination of multiple digits at once. For example, if you enter "1.2" into the Search text box in an attempt to find records that have values like "1.2.0.None", "1.2.0.Beta 1", "1.2.1.-", you will get 0 matches because it will search for the value "1.2" within each individual digit of the Release Number.

   You can choose one of the available search methods: "Any Word", "All Words" (default selection), "Exact Phrase", "Boolean Expression". An explanation of each of these methods is available in the Full Text Search section.

3. Click on the Search icon to run the search. Any matches will be displayed.

You can click on the remove icon to remove the search criteria and reset to the defaults (no key word(s) or phrase in Search text box, "<All in Report>" selected, search method is "All Words"). This will display the original set of query results.

If you choose to run another search while a subset of the query results is displayed, the new search will be done against the entire set of original query results. For example, if a query returns 12 matches and you run a text search that returns 5 matches. If you run another search while those 5 matches are displayed, the new search will search against the original 12 matches (not only within the 5 that matched your last search).

If you have applied any filters, the excluded items will not be included in the results of any searches done within the query results.

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Apply a Range Filter to a Set of Query Results

Range Filters can be applied to show a subset of the query results. Range Filters are available for Date, Floating Point and Integer type fields. For example, you may wish to see records that were reported within the last week or records that fall into a certain date range. Or, you may wish to see records that have a value that is greater than or less than a certain value in Floating Point or Integer fields. In the sample below, a filter is being applied to show only the records which have a value greater than 0.5 and less than or equal to 2.0 in a Floating point field.

To apply a filter:

1. Click on the empty filter icon next to the field name in the column heading.
2. For Date fields, you can specify a date or a date range in the "on or after" and "and before" fields. A date can be typed in or you can click on the calendar icon to select a specific date. Or, you can select a date relative to the current date and time using the "within the" option.

   For Floating point and Integer fields, you can select one of the conditions (<, <=, >, >= and =) and enter a value. You can also specify a range by selecting another condition and entering a value in the "and" option.

3. Click on the Apply Filter button. The query results will be refreshed to display the items that matched the filter conditions.

1. Click on the full filter icon next to the field name in the column heading.
2. Click on the Remove Filter button. The query results will be refreshed to reflect the removal of the filter.

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Editing or Deleting a Set of Query Results

If you have the appropriate privilege, you may also have the option to edit the set of query results displayed using the Edit Records link in the upper right corner of the Query Results page. The Edit Records option allows you to make changes to all of the records that matched your query in a single edit operation. Please note that using the Edit Records options can make large changes to your database and cannot be undone except by restoring to a backup of your database. As such, it is recommended that you make a backup (or ensure a recent backup is available) of your workgroup database and attachments prior to using this operation.

By default, this option is only available to the Admin user. When using this operation, email notifications are not sent based on the changes that were made to avoid overwhelming the mail server being used by Tracker with a large number of email messages.

To use this operation after running a query, on the page where the query results are displayed, click on the Edit Records link in the upper right corner of the page. The Edit Records link will only be available when one Project and one Form are selected in the query criteria (if you only have access to one Project and one Form, these fields won't be displayed in the criteria and the Edit Records link will be available if you have the appropriate user group privilege). The Edit Records page (also known as the Edit Query Result Set page) will display the fields active in the database. Make changes to the fields you desire, then click OK. Click OK once again to confirm that this will change multiple records and cannot be undone. The image below shows the Edit Records page. If you have performed a search within the query results or have applied a filter, only the records you see when you click on the Edit Records link will be included.

The Edit Records page allows you to modify each of the active fields depending on their field type. For each of the different field types that are displayed on the page, you can specify how the field are to be modified by the Edit Query Results Set action.

For the Assigned To field, you have option of selecting the following choices below

• <Reporter>: This will assign the record to the original user who reported the issue according to the value of the Reported By field.
• <State Manager>: The records of the result set will be assigned to the State Manager based on the current State of the record or the new State Manager if a new State is also selected. State Managers can be set in the Form State Managers section.
• <Last Assignee for New State>: When selecting this option, Tracker will examine the record history to find the last user who was assigned to each record, when the record was in the state specified in the Status Field. For instance, if the New State is "Scheduled", Tracker will look in the record history for each record and find the last entry where this record was in the Scheduled state. The assignee listed in this entry will become the new assignee for this record. If a record in the results set has not passed through the state selected as the New State, the Edit Query Results action will stop and report how many records have been changed.  A another edit action will have to be used to change the record since there is not a user who was the Last Assignee.
• <Last Assignee for State>: When selecting this option, please select a state in the second pulldown next to the Assigned To. With this pption selected, Tracker will examine the record history to find the last user who was assigned to each record. when the record was in the state specified in the second pulldown. For instance, if the state selected is "Scheduled", Tracker will look in the record history for the record and find the last entry where this record was in the Scheduled state. The assignee listed in this entry will become the new assignee for this record. If the record has not passed through the state selected for this option, the Edit Query Results action will stop and report how many records have been changed. Another edit action will have to be used to change the record since there is not a user who was the Last Assignee.
• A specific user: Any active user with that has proper access to the form or the record.

For Date Fields, you can select either of the following

• Set to Blank: This will set the specified Date field to a blank value for all the records in the query result set.
• Overwrite Current Value With: When selecting this option, please enter a new date and time value in the field next to the pulldown. With this option selected, the chosen date field in all records of the result set will be set to the specified value.

For Float fields, the change entered must include a decimal point (for example, "0.0") and it can be positive or negative.

For Integer fields, the change entered must be an integer and can be positive or negative.

For Pulldowns and Release Number fields on the Edit Results page, any non-obsolete option menu item can be selected.

For the Status field, you have the option of selecting one of the following choices.

• A specific state: Any state in the workflow can be selected as the new state for set of records.
• <Previous State>: This option will send each record to the most recent state each record was in prior to its current state. Tracker will examine the record history to determine the previous state.

For Text, you can select either of the following

• Set to Blank: The selected field will be set to a blank value for all the records in the query result set.
• Overwrite Current Value With: When selecting this option, please enter a new value for the selected Text field in the corresponding field that appears next to the pulldown. The existing value in these fields will be overwritten with the new value specified.

For TextArea or URL fields, you have option of selecting one of the following choices:

• Set to Blank: The selected field will be set to a blank value for all the records in the query result set.
• Overwrite Current Value With: When selecting this option, please enter a new value(s) in the corresponding field that appears below the pulldown. With this option selected for a TextArea or URL, the existing value in these fields will be overwritten with the new value(s) specified.
• Append to Current Value With: When selecting this option, please enter a new value(s) in the corresponding field that appears below the pulldown. With this option selected for a TextArea or URL, the new value(s) specified will added to the existing value.

For YesNo fields, you can choose to change the value to "Yes" or "No".

Alerts: The Edit Records operation can also be used to set the Alerts settings for multiple records that matched your query in a single edit operation. If you wish to delete the alerts settings for all records in the query results, select Delete in the Alerts field at the bottom of the page. If you wish to modify the alerts settings for all records in the query results, select Modify... in the Alerts field at the bottom of the page. Please note when selecting Modify..., you will need to click OK to save any other changes you wish to apply to this set of query results before you make changes to the alerts settings. Then, click OK on the confirmation prompt and another page will be displayed where the alerts settings can be changed. To change a particular setting, click on the check box next to the setting. More information on the available settings can be found in the Editing Alerts Settings section. Modify the alerts settings you wish to change, then click OK to save the changes for all records in the query results.

Record Visibility: You can change the record visibility for a set of records using the Edit Records operation. A list of user groups will be displayed in the field Make Visible to These User Groups. If a user group(s) is selected during the Edit Records operation, the records in the query results will be set such that they are visible only to the user group(s) selected. To make a set of records visible to only the Admins user group, click on the blank space at the bottom of the list in the Make Visible to These User Groups field. Changing the visibility for a set of records will eliminate the visibility settings previously in effect for these records.

Permanently Deleting Records: If you have the appropriate privileges and your system has been configured to use "hard" deletes (deletes which permanently purge records from the database), then you may see a Delete Records link in the upper right corner of the query results page. Clicking this link will (after asking for a final confirmation), permanently delete all records that matched the query you just ran. However, entries will be made to record history for all records deleted in this manner. By default, Tracker is configured to perform only "soft" (recoverable) deletes and only the Administrator is able to perform the Delete Records operation (it requires the same privilege as Edit Records). If you have performed a search within the query results or have applied a filter, only the records you see when you click on the Delete Records link will be included.

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