Query Properties: Execution Options

Option Description
Retrieve all records each time query is run

All records that meet the query criteria will be included in the query results each time the query runs.

Important!

The execution history is not saved for queries that are set to Retrieve all records each time query is run. This includes queries that use the Update queue settings (as they require that particular execution option).

Retrieve all records and save recent result history

All records that meet the query criteria will be included in the query results each time the query runs. Additionally, the history of the query results are saved for one year, so records that met the query criteria for previous query executions are visible.

  • Set Interaction will display when this option is selected.
Retrieve only the new records since the query was last run

When the query runs, only records that were not included in the previous query results will appear. The history of the query results are saved.

  • Set Interaction will display when this option is selected.

Note: Set Interaction does not work with Form Response Bases. When aiming to utilize this feature, you will want to use the base related to the interaction (Person/Prospect) or Activity (Application/Applications). When using Configurable Joins, you can filter for the existence of a specific form response if necessary.

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