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Table of Contents

Note
titleNote:
  1. You can only query for your own sites.
  2. If you do not have access to a CP, the data (specimen/ visits/ participants) related to that CP, will not be visible to you - even in the query results.

Introduction

The query results display fields along with the options to perform various operations like Save, Export, Define Columns, Specimen Operations, etc.

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Wide Rows is related to 1:many fields like. E.g. one Participant with many Race, Ethnicity or MRNs OR Visit with multiple Clinical Diagnosis. In such cases, the Wide Row checkbox determines where to display all the values in one row (i.e. Wide Row) or display one row per value.

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Example - On Enabling Wide Rows
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Example - On Disabling Wide Rows
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Display Field Names

If you need to display the internal "field name" as column headers instead of the "display name", the 'Display Field Names' option from 'Query' > 'Columns' can be used. This is especially useful for Forms where the display name can be a long question.

By default, the fields use display names

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titleTo show the field names as column headers


On enabling 'Display Field Names'

Default: Disabled 'Display Field Names'


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titleTo configure case sensitive search...


Example - Case Sensitive Search enabled (default) on first name

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Example - Case Sensitive Search disabled on first name

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Configure display names for column headers

From v5.1, you You can configure the header names for the columns in the query results page and the Exported CSV.

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Once the query is created, select the columns to be displayed in the query results page and click on 'Next' button. From 'Field Labels' section, specify the labels to be displayed and click on 'Done'
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Column headers before configuration:

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Column headers after configuration:
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Save query

A query can be saved for future reuse OR sharing with other users.

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titleTo save query...
  1. Click on 'Actions' button
  2. Select option 'Save'.
  3. Enter the query title and click on 'Save' button. If you want to copy an existing query, click on the 'Save a copy'.

This will save the query along with the results view.
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Export Query Results

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You can export the query results as a CSV file, click on the 'Actions' button, and select option 'Export' to export query results.

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Select rows in query for operations

Users can select the rows from the query result and perform the action specified in below 'Specimen Operation' section.

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Display the count of row selected feature is implemented in v7.1. Check the highlighted in the below screenshot.

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Specimen Operations

You can perform any specimens operation listed by selecting specimens in bulk.

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titleTo perform specimen operations...

To perform specimen operations, follow the below steps:

  1. Select desired specimens from the results by clicking on the respective rows or click on 'Select All' to select all the specimens
  2. Click on 'Specimens' button and select any desired operations from the list
  3. Enter valid details and perform the selected operations

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Note

Once all the specimen are selected by clicking 'Select All', the 'Unselect All' option appears, click on that option to unselect all the selected specimens


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titleTo add specimens to a cart...
  1. Click on 'Add to Cart' to add specimens to the default cart
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  1. To create new cart/add to existing carts click on the dropdown arrow beside Add to Cart → Create New

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Creating New Dashlets

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