Query Records Tab
The Query Records tab will show whether query records have been configured for a form, and whether they are in sync with the current Form Type configuration.
Before trying to build any query records, review the access level authorized on the Form Installation table. Options include:
- Build Record(s)
- Generate Script(s) only
- Both building records and generating scripts
- No authority to build records or generate scripts.
Building records through the Query Records tab is only available if using an Oracle database.
Clients using a non-Oracle database must use App Designer to build Query Records.
Navigation: Main Menu > Manage GT eForms 3.x > Form Setup – Query Records tab
Standard form transaction data is stored as XML and Helium form transaction data is stored as JSON. However, you can query against either data type by setting up query records.
Features
| Field | Value/Use |
|---|---|
| Form Type | Displays the form type name for reference |
| Description | Displays the form type description set on the General Tab. |
| Query Record Structure Status | Status message to advise if query records are not yet created, need to be built, are in sync or out of sync. |
| Action Button | Depending on the status, the action button will be one of the following: Create Records Check for Built/Structure Structure Sync |
| Generate Script(s) (Link) | Link to modal window displaying script(s) for query records to be built. |
| Query Record Name | User-defined record name. The character limit for this field is 15 and the format of the automatically generated names follows this convention: " GQ + Form Type Name (up to 6 characters) + Segment Record Tag (up to 7 characters)" If the form type name or segment record tag is greater than the character limit for its pertinent section, the first characters for the name up to the limit will be included. |
| Segment Record Tag | Segment used to populate the query record |
| Record Occurs Level | Level 1 records indicate grids |
| Enable Form Action Data Population | Check this box to keep form data synced with query records every time a form action is taken |
| Query Record Data Status | Status messages that tell if data is out of sync. |
| <Sync All Form Data> (Button) | Manually sync form data. |
| <Sync All Form Data> (Button) | Shows if Data Status is Out of Sync. Click this button to manually run a form data sync. |
| Use Process Scheduler (Checkbox) | Click this checkbox to schedule the form data sync process to run in the background. If checked, a link to the Process Monitor will appear to check the status. |
| Drop All Data and Structure | Deletes data and structure |
Before clicking Sync Structure, Check Structure, Sync Data, or Verify Data Sync, users must be sure to save any form type changes and build the form type. This will ensure that the changes are reflected in the Query Records.
If the Query Record Data Status shows Out of Sync, it might be because the Form Type has transactions in Standard format and in Helium format. This can be resolved by running the Standard Form Data Conversion Utility. Read the documentation for more information.
Generate Script(s) Modal Window
A note about Query Record Data Status
As of 3.58.04, the Query Record Data Status will be automatically refreshed when a user opens the Query Record Tab. This enables users to check it by refreshing the page or switching between tabs of Form Setup.
Troubleshooting issues with Status Sync
If the data status ever appears 'Out of sync', we recommend checking the IB Log and looking for G3QRY_RECS to see if there are any issues there. Then, check the query records themselves to verify that all appropriate transactions are present. This will help you determine whether the status is incorrect or the records themselves have missing data.