If you use Query Lists PLEASE read this

Lauren Schler CFRE bCREPro · June 2017

Hello all,

Just realized that when you use a Dynamic Query in a new Query List, the Dynamic Query will not be renewed (if will produce the results from the last time you ran that query). When you use a Dynamic Query in a Reports, Exports, or one of the Mail modules, the Dynamic Query will be refreshed automatically. This is not the case in Query List. You must open the Dynamic query and run it before adding it to the query list. I thought you'd want to know this if you are reusing Dynamic Queries in Query lists.

I confirmed this with tech support and asked them to add to the Knowledgebase article on Dynamic Queries.

Daniel Noga 2 · June 2017

Lauren Schler, CFRE, bCRE-Pro:

Hello all,

Just realized that when you use a Dynamic Query in a new Query List, the Dynamic Query will not be renewed (if will produce the results from the last time you ran that query). When you use a Dynamic Query in a Reports, Exports, or one of the Mail modules, the Dynamic Query will be refreshed automatically. This is not the case in Query List. You must open the Dynamic query and run it before adding it to the query list. I thought you'd want to know this if you are reusing Dynamic Queries in Query lists.

I confirmed this with tech support and asked them to add to the Knowledgebase article on Dynamic Queries.

I never thought about it and would have assumed the dynamic query would run normally, had I not read this--but it totally makes sense. I noticed recently that I can't open the Properties window of a Query List, for example, and see which query it was based on. Now I see it's because it's not meant to. It generates its static keys the first time it runs and then totally "forgets" where it came from.

Lauren Schler CFRE bCREPro · June 2017

The Query List itself is a static query but I
assumed it would handle Dynamic Queries in the same way other areas
in RE handle them (Dynamic queries are automatically refreshed it
you use them in Report, Export or one of the Mail parameter files).
This is not the case in Query List. I thought I share this with
others so that you won’t be caught off guard!

P.S. Please update your adddress book
with my new email address:Lauren@LaurenSchlerConsulting.com

Lauren Schler Consulting LLC, CFRE,
Raiser's Edge bCRE-Pro

p. (607) 294-0055

c. (607) 592-1450

e. Lauren@LaurenSchlerConsulting.com

Website: LaurenSchlerConsulting.com

Joan Perry · June 2017

Thanks Lauren,

We've recently begun to use Query Lists more in our organization...and like what we can do with them.

What you, Daniel, and support say all makes sense when you "slow down" and think about it...unfortunately we are often rushing to get tasks done.

Thanks for the reminder!

Melissa S Graves · June 2017

Yes - you have to consider a query list to be similar to a merged query of 2 dynamic queries where it becomes static.

Karen Stuhlfeier · June 2017

They're really helpful to use for email lists in Online Express. After I build my dynamic query i can save it as a query list and add or remove anyone I want from the list.

Joel Raasch · July 2020

The fact that existing dynamic queries from the database view cannot somehow be used (dynamically) in the NXT web view is a major hindrance to us. If you're in the same boat and haven't already done so, you may wish to vote for the following "idea":

RENXT-I-166 Allow lists to run off of dynamic queries

I put "idea" in quotes because, to me as the DBA and Donor Relations Coordinator for my organization, dynamic queries should have been planned for and built into NXT very early on (i.e. many years ago) and should not need to be raised now and voted for as some kind of novel "idea". Our organization is a long-time user of RE (since 2004) and other integrated Blackbaud products. Over they years, I/we have built hundreds of dynamic queries in the RE database view. We strategically use these on a regular, often daily, basis to identify and qualify donors/prospect, to track and coordinate nurture efforts, to audit gift, action constituent, and other records so as to correct data entry errors which can harm donor relations, skew reports and analysis, etc, ....and for MANY other uses that support our efforts in critical ways.

Todd Feltner · July 2020

I agree.

Karissa Eggers · July 2020

I would use these, too.

If you use Query Lists PLEASE read this

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