Queries

A query is a question users ask the data.

Queries help users find the right records by filtering a module based on field values, relationships, dates, statuses, or other criteria.

What Queries Are For

Queries are useful when users need to narrow a large set of records down to the records that matter right now.

For example, a query might find active projects, overdue tasks, people in a specific role, records updated this month, or submissions with a certain status.

How Project Managers Should Think About Queries

Project managers should identify the recurring questions users ask in their daily work.

Those questions often reveal which fields need to be searchable, which statuses matter, which dates should be stored clearly, and which relationships between records are important.

Query Results

The result of a query is a filtered set of records.

Users may simply inspect those records, or they may turn them into a list for reuse, export, or further action.