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Query Results view
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Query Results view

Note:

  1. You can only query for your 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.

Query Actions

The below operations can be performed on the query using the "Actions" button:

  1. Edit

  2. Save

  3. Columns

  4. Rerun

  5. Export

Can I Rearrange Columns?

The sequence of the fields to be displayed on the query results page can be configured.

Steps:

  1. Click on the 'Actions' button. 

  2. Select option ‘Columns'

  3. Click the +/- beside the object (CP/Participant/Visits/Specimen) to expand or collapse its fields.
    (Add or remove 'Columns' needed in the results.)

  4. Reorder columns by clicking, holding, and dragging to the desired position.

  5. Save your ‘Query’.

Note: Columns can be rearranged, but each field must stay inside its own parent group.

For example, Visit fields can only be moved within the Visit group, or Specimen fields can only move inside the Specimen group

column-reorder-1762769213772.mp4



Wide Rows

Wide Rows are related to 1:many associations, such as one Participant with many MRNs, multi-record forms, etc. In such cases, the Wide Row checkbox determines whether to display all the values in one row (i.e., Wide Row) or one row per value.

Associations across different biospecimen levels are not considered. For example, if one participant has multiple specimens, you cannot use 'Wide Rows' to display one row for the participant alongside their specimen details.

For example, Participant P1 has 2 MRNs (Site1/MRN1, Site2/MRN2). By default, these are displayed in 4 columns with 1 row per participant. If "wide rows" is disabled, they will be displayed in 2 rows, with the rest of the columns duplicated. 

This can also be used for multi-record forms.

 

Example - On Disabling Wide Rows



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

On enabling 'Display Field Names'

Default: Disabled 'Display Field Names'

 

Case Sensitive Search

From v6.3, there is an option to choose whether the search should be case-sensitive. By default, all queries are run in case-sensitive mode.

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

Example - Case Sensitive Search disabled on the first name

Can I Rename Columns?

Yes, you can configure the column names in the query results page and the same is applied to Exported CSV.

This feature can also be used in conjunction with the "Scheduled Query" feature. Once renamed and saved, the automated exported CSVs will contain the custom header names. This can be used to import into external databases. E.g. importing into a data warehouse.

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

Column headers before configuration:

Column headers after configuration:

Save query

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

  1. Click on the 'Actions' button

  2. Select option 'Save'.

  3. Enter the query title and click on the '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.

Export Query Results

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

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 below.

Specimen Operations

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

  1. Edit 

  2. Print 

  3. Delete

  4. Close 

  5. Distribute

  6. Reserve

  7. Ship

  8. Create Aliquots

  9. Create Derivatives

  10. Add/ Edit event

  11. Transfer

  12. Retrieve

To perform specimen operations, follow the below steps:

The checkbox to select the specimen is visible only when 'Specimen Label' is added to the query result view.

  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 the 'Specimens' button and select any desired operations from the list

  3. Enter valid details and perform the selected operations

image-20250814-095705.png

 

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

 

Add Specimens to Cart

A Cart is a picklist of specimens. For more details: Specimen Cart.

You can add specimens from the results view to a new cart or existing cart.

Got feedback or spotted a mistake?

Leave a comment at the end of this page or email contact@krishagni.com