You can design and write queries that create member workgroups. The workgroups you create are then immediately available in ParishSOFT Family Directory where you can perform workgroup-related tasks, such as creating labels and reports and sending email to members in the workgroup. This topic shows you how to create a member workgroup query.
IMPORTANT: Unlike other types of queries, the workgroups you create are not dynamically updated. Therefore, if you need to change the information for a query-created workgroup, you must edit the query, run it again, and then save the newly created workgroup with a different name. You can remove the obsolete workgroup from your system using the delete feature on the Member Workgroups page.
- Build the query the way you typically do by choosing Results Columns and Query Conditions.
- A family workgroup query must include the Member DUID column. Add this column using either of the following methods:
- In the Column Picker panel, click
to open the Members group. Scroll down and select the Member DUID column. Then, click
to add the column to your query. OR
- In the Result Columns panel, select this link: [Add new column]. From the displayed menu, select Members > Member DUID.
- In the Column Picker panel, click
- Click Execute Query to run the query. The results are displayed in the Query Results panel.
- You can now create a workgroup using the results of your query. To do this, complete the following:
a. At the top of the Query Results panel, click Query Results.
b. From the menu, select the Create Member Workgroup option.
The Create Member Workgroup window opens.
c. (Required) Type a name for the workgroup and then select the name of the owner organization.
For example:
Only those organizations tied to your login credentials are available for selection in the Owner Organization list.
d. Click Create. A message displays to inform you that the workgroup was successfully created.
The member workgroup you created is now available in ParishSOFT Family Directory anywhere you use or see member workgroups.
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