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Retrieval Documentation

Retrieval

A retrieval is an on-screen lookup. Retreivals are best used when working with large data sets. Retrievals are also incredibly flexible and customizable, so they are an excellent choice when building dashboards and smartlinks.

Popular Retrieval Templates
 

Multiple

Single

Option List

Address List

Retrievals are often used to utilize the following features:

  • Large Files - Retrievals function by loading a large file very quickly, but only showing a small subset of data per page. This makes your data load extremely quick
  • On-Screen Lookups - Retrievals come with, pre-loaded, the handy features of Advanced Sort and Advanced Search. This capability allows your users to navigate through records very quickly and very efficiently
  • Smartlinks - While it is possible to pass parameters in a report, the ability within a retrieval is very straightforward. If you are building multiple applications that will pass values to one another, consider using a retrieval
  • Dashboards - Due to their flexibility and customizability, consider utilizing retrievals when creating dashboard applications
  • Header/Detail Applications - With the help of Smartlinks, Multi Record Retrievals, and Single Record Retrievals, making header/detail applications are a snap with Retrievals
  • Displaying Data in a Calendar Format - Within the Retrievals Section, there is actually a Calendar Template that will automatically display your data in a calendar format

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Additional Documentation

Documentation Videos

Multiple Record Retrievals
Web Services Query
Exporting Retrieval Data to Excel
Row Level Security
Address Distribution List
Merge Data to PDF