Create an Adhoc Query |
See Sample Searches for examples
The 2021 Badger TraCS User Conference hosted a breakout on AdHocs. Here is the video for this walkthrough (hosted agencies might see a slightly different interface): https://www.youtube.com/watch?v=IV87kMWLxgo |
2024 User conference presentation and video: Advanced and Ad Hoc Search: Make Your Life Easier with Automation
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Adhoc Queries can be created by users with the required access level using the TraCS Forms Manager.
Log in to the TraCS Forms Manager.
Select the Advanced tab in the Search box.
Select the AdHoc Queries radio button.
Click the New button.
Criteria determine which forms will be included in the analysis report. Selecting criteria here works similarly to selecting criteria in a standard search within TraCS. The difference is that you have access to every field on the form as well as the product header information that is not visible on the form but is stored in the database.
Each criterion is a condition that applies to a single form field. For example, you might enter a criterion that the value of a date field on a form must be within the last month.
Select the form name.
Select the group name.
Select the field name.
Select a condition for the field. Only valid conditions for the field type will be displayed. For example, you cannot use "greater than" with a text field.
Click the New button to enter or select the value for the condition.
In the example above, all ELCI forms that were created by users at would be returned.
Click the Add button to add the condition to your query.
NOTE: Additional criteria can be added to narrow the results. Be sure to select the correct radio button (AND/OR) when adding additional conditions to control how they will compound. |
Click the Next button to proceed to the next window when you are finished adding conditions.
The criteria you selected in the last step determined which forms will be returned, and now you will select what data from those forms will be available to be displayed in the Data tab and on the printed version of the report if you choose to print it.
NOTE: You can skip to the Map Query Results topic in this section if your intention is to map the query results and nothing else. |
Select the fields that you want to be able to display the values of on the report using the tree on the left.
Click the Refresh button to finalize your choices. Doing this also refreshes the Data tab. The Data tab shows the results of your query when it is run against your current TraCS database.
NOTE: It is recommended to have at least a few forms in your database when configuring an analysis report so that you can visualize the results. |
The results returned by the query that you configured will not likely be ordered in the meaningful way that you want them to be by default.
You can order the results by one or more columns so that they can be displayed the way that you want them to be in the Data tab and on the printed report.
When grouping by columns, an additional band is added to the report for each column that you grouped by. This column will be displayed on the report once for each unique value in the specified column.
Click-and-drag a column from the Data tab to the area directly above where the columns are displayed.
