Create Query Sets

Query Sets are Pre-determined sub-sets of Queries.
They are used to restrict the queries that a given user might affect in AMS Manager.

For Example:

You might have users that will only ever need to see the non-technical queries in AMS Manager. By creating a Query Set (that might be called
Non-Technical) and applying that Query Set to the User you are restricting that user to see only those queries selected when the Query Set was created.
Query sets can be assigned to any number of Users

Queries are selected

Once you have filtered Queries you must use an action button to make them available.
It is only those listed in the right column that are in the Query Set.
New Queries are not available until they are manually added later, even if they fit the filter.

Create Query Setsh3.

After creating Roles, and before grouping Query Sets into Teams.

User Accounts and Query Sets

If a Query Set has been assigned to a user, the user may only act on the records that are included in that set.
If no Query Set has been assigned the user may act on any Query in your database.

Deleting a Query Set

Always ensure that the Query set has not been assigned to a user. If a users account points to a deleted Query set that user will not be able to see any Queries.

Creating a Query Set

1. Use the Security menu and expand Security
2. Double-Click Query Sets
 The Query Sets window displays
3. Use the Add menu
4. Type a Query Sets Name
5. Use the Copy menu if you wish to copy the settings from an existing Query Set
6. Click Update
 Edit the Query Set as appropriate

Deleting a Query Set

1. Use the Security menu and expand Security
2. Double-Click Query Sets
 The Query Sets window displays
3. Use the Delete menu
4. You are asked to Confirm. Click Yes

Editing Query Sets
1. Use the Security menu and choose Query Sets
2. Select from the Query Sets column
3. Click the Query Sets tab
 Use an action button to populate the right column
 The Queries in the right column will be the only Queries available in the Query Set
4. When complete click the Save button
5. Click Close to Exit