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1. Prompts and Sub queries
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2. In the Query Explorer, drag the field that will require
a criteria prompt into the filter.
Place ‘?’ around a statement that you want to appear
when the user is prompted.
Prompt page is not necessary unless you want to
display the prompt options in a more user friendly
fashion or add text to explain the prompt.

5. Go to the page explorer.
Drag a new page.
Double click on the page and use the toolbox to drag
text boxes and formatting items over to the page. Add
text to explain the prompt.

7. Decide on the type of prompt and drag it into your prompt
page. Most often you will use one of these…
 Text box prompt
 Value prompt
 Date prompt
 Interval prompt
Within each prompt type there are options to fine tune the
prompt for specific purposes. These options can be chosen in
the properties pane to on the left of your screen.
 Value prompts can be multi-select select so that users may enter
more than one value. For example, a list of Medicaid IDs or a list of
provider IDs.

8. If you have already created a prompt in your query
filter using ‘?’ you must link that parameter to the
prompt you dragged into the prompt page.
When you drag the prompt into the page, a prompt
wizard will pop up.
or
Select an associated prompt in the properties pane.

11. If you have several queries that will use the same
prompt criteria, you can use one prompt to pass
that data to each query. For example…
Dates. Three queries pull different datasets but all data
will need to be State Fiscal Year.
List of client or provider identification numbers.
In the query filter, pull in the field that will
require a prompt. Choose the parameters tab and
drag the prompt parameter that you would like to
pass

13. Create a subquery in the same way you would pass
a parameter.
 First create a query which the second query will
reference. Example, list of clients who are currently
eligible for BCCP.
 Second create the main query pulling the data you need.
Pull in the field that will reference the first query.
Example – client ID.
 In the filter options, click the queries tab.
Find your first query and pull the correlating field. For
example – [HDR Client ID] in ([Entitlement Verification].
[Client ID])