Use Query Configuration with 2 how-to topics; both are available without membership, and you can jump from the index to the matching steps directly.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add query conditions | Free |
| 2 | 2. Manage existing query conditions | Free |
How-to Guide
1. Add query conditions
Entry: Query view top toolbar → Query Configuration
- Select Query View in the left navigation area.
- Click Query Configuration on the top toolbar.
- In the Set Query Conditions panel, click + Query Condition.
- Choose the field type you want to add from the drop-down menu.
- After selecting a field, set the query parameters in the dialog box, including the field, matching method, custom prompt text, and required status.
- Click Confirm to save the settings.
Success Criteria
- Interface result: The new query condition appears in the Set Query Conditions panel.
- What you can do next: You can continue adding more conditions or return to the query view to run a query.
Tips While Using
- The Query Configuration entry appears only in Query View.
- If you enable Required, users must fill in that condition before running the query.
- Custom prompt text is useful for explaining input format or query scope.
2. Manage existing query conditions
Entry: Query view top toolbar → Query Configuration
- Click Query Configuration on the top toolbar.
- Review the conditions already listed in the Set Query Conditions panel.
- Click the Settings icon next to the target condition to open the configuration dialog box.
- Change the matching method or other parameters, then click Confirm to save.
- If you want to delete the condition, click Remove in the configuration dialog box.
Success Criteria
- Interface result: The updated condition settings are saved, or the selected condition is removed from the list.
- What you can do next: You can continue adjusting other conditions or return to the query view and use the updated query rules.
Tips While Using
- After a query condition is removed, you need to add it again if you want to restore it.
- Before changing the matching method, confirm that the field type still matches your query goal.