Query Tool Payments Changes

Below are recent changes to the way Payment criteria is added to a query.

Form Layout

When adding new payment criteria the form layout has changed as below.  All of the original criteria are still available and some new criteria have been added. 

Output Only

If you select output only = yes then the results from the selection will display the output columns selected in the results but the criteria added will not affect the results being selected.

Other Criteria

Where as before you could only add one Campaign, Pay Type etc to your payment selection, the Add Criteria drop down button will allow you to add multiple criteria of the same type to a payment selection. 

Note: Different types of criteria (e.g. Campaign, Campaign Action, Payment Attribute Type) are combined using AND. However, if multiple values of the same type are selected, they are grouped using OR.
For example:

WHERE Campaign = 'Quick Raffle'
AND (Campaign Action = 'Quick Raffle 1' OR Campaign Action = 'Quick Raffle 2')
AND (Payment Attribute Type = 'Contact Branch' OR Payment Attribute Type = 'Payment Workflows')

Other Criteria Additions

New criteria have been added to the Other Criteria section.

1. Payment Attribute Type
2. Payment Attribute
3. Product Status

Outputs

The output columns are now displayed under the Outputs tab on the payment selection form.

Output Additions

New output columns have been added for Recurring Payments and Payments.

Recurring

1. Status Reason
2. Reference

Payments

1. Payment Status
2. Payment Attribute Name

Count Payment Selection Comparative Option

When using the Count option you can now use the comparative drop down to filter on the count result.