Query section find actions

A query section's Find action pops up a panel to find records that are not in the query section because they do not have the required association with the record that contains the query section. For the contents of the Find pop-up to be consistent with the contents of the query section you need to provide a query specifically for this purpose.

When a user reviews the query results popped up by a Find action, the user can select the check boxes next to records to be added to the query section. The Find action does not add the records to the query section but does something else that should accomplish the same thing if all is properly configured.

When a user clicks the Accept action at the top of the popped up panel, an association is created from the record associated with the form to the selected records. The name of the association is the name specified as the value of the query section's Association Type property.

The Find action returns records only from the business object that the query section is defined against, unless multiple business objects are used in the query.

To edit the properties of the Find action, click the Find hyperlink that is its name. The most important property is the URL property. The value of this property identifies the query used to find records. The details of how to select a query with the Select Items panel are discussed in "Query section properties".