Set Up and Save a SQL Search

You can set up a SQL search and save it to be used later by authorized users in Leap and in the Polaris staff client.

You can save a SQL search if you have the Find Tool: Create or modify named SQL searches: Allow permission enabled in Polaris Administration (staff client). You can use a saved SQL search if you have the Find Tool: Access SQL mode: Allow permission. For more information about these permissions, search for "Permission Strategies" in the Polaris staff client help.

To set up and save a SQL search

  1. Open the Find Tool.

  2. Select the type of record to find.

  3. Select SQL Search.

  4. Enter the search query in the search box. The query must return only one column, and that column must be a numeric record ID.

  5. If the query has multiple lines, select the button to expand the box, and type the rest of the query.

    Tip:
    You can save a SQL search as your user default.

  6. If you have permission to save SQL searches and you want to save this search query, select Save.

    Leap saves the SQL search and it appears in the dropdown list.