Define Query Conditions

The second step in building the query is to define the query conditions.  Defining conditions give users the ability to filter the data based on a criterion or set of criteria based on data stored in the submissions or on data stored in participant records.  The submissions must meet the conditions in order to be included in the results. Conditions are defined in the Conditions section of the New Query page.

  1. Click the + Conditions list button to add the first condition.

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  1. Select a condition type from the Type drop down.

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  • Variable:  An activity variable.
  • Field:  A participant field.
  1. Select from the Variable drop down. The options in this drop down will either be variables contained in the activity or participant fields configured for the population, depending on the selection in the first column.

When the Variable type is selected

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When the Field type is selected

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  1. Select an operator from the Is drop down. The list of available operators will change depending on the data type of the chosen variable or field from the previous drop down.

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  • Equals
  • Not Equals
  • Greater Than
  • Less Than
  • Greater than or equal to
  • Less than or equal to
  • Is Set (meaning that the variable has a value)
  • Not Set (meaning that the variable does not have a value)
  • Is Any Of (applicable to check all that apply items)
  • Is None Of (applicable to check all that apply items)
  • Is All Of (applicable to check all that apply items)
  1. Specify a value in the Value field.

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  1. Click the + Another Condition list button to a second row to the Conditions table and repeat the steps above to configure the new condition. A letter will appear next to each condition added to the conditions table. These letters are short hand representations of the individual conditions.

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  1. If multiple conditions have been configured, an expression to compare the conditions must also be configured using the letters that represent each condition.
  • And:  All conditions must be met in order for the submission to be included in the results.
  • Or: Any of the conditions must be met.
  • Custom:  Utilized when there is a combination of And and Or.  Use Boolean operators to indicate the appropriate grouping, such as (A and B) or (C and D).