Add an Inquiry to a Work Center

Adding inquiries to any Work Center can help you increase your work efficiency.

  • The inquiry must exist in the VA Inquiries form, with these settings:
    • the Assignable in Work Center checkbox must be selected
    • in the Associations tab, the Work Center template must be set up as an association with the Active checkbox selected.
    For information, see About Creating Queries.
  • You must have access to the inquiry. For more information, see Set Security for Inquiries.
  1. From the main menu, click on the desired Work Center.
  2. In the Items panel, right click on the folder to which you are adding the inquiry and select Add Inquiry.
    The Inquiry Settings form appears.
  3. From the Base Inquiry drop-down, select the query you want to add.
  4. In the Name field, name the inquiry as you want it to appear on the Work Center menu.
  5. (Optional) In the Maximum Rows field, enter the maximum number of rows to display in the Work Center grid.
  6. (Optional) Use the Parameters tab to filter the list of items displayed in the grid.
    For example, you might change the @Company parameter value from %C to a specific company value so that the grid shows only records for the specified company.
    Note: When entering parameter values, make sure that you do not include the spaces, apostrophes, or <>'s that display in the format description. For more information, see Parameter Values.
  7. Click OK.
The inquiry is added to the Work Center, under the folder you specified.
If you want this or another inquiry to support full-text search, see Create a Full-text Search in a Work Center, a downloadable PDF in the Viewpoint Customer Portal.