Set up WordFly–Altru queries

In order for our services to interact with queries in Altru, a query category and ad-hoc query will need to be created in Altru.

#1 // Set up a query category in Altru

This query category will be used in the Ad-hoc query below to indicate which queries you would like to view inside WordFly.

1. In Altru, go to Administration > Code Tables
2. Find Query
3. Click Query Category
4. To add a category, click Add
5. On the New Table Entry screen, enter a description of the new category and click Save

We recommend “WordFly List Query”

#2 // Set up an “Ad-hoc query name” in Altru

This name will be entered in the Ad-hoc query name field on the Altru Integration page in WordFly. The name cannot contain spaces.

1. In Altru, go to Analysis > Information Library

2. Click Add an ad-hoc query

3. The query should include records where Query Category is equal to (the query category from step 1 above)

4. Set save options and click Save

We recommend “WordFly_Lists”

#3 // Enter “Ad-hoc query name” in WordFly

WordFly will use this ad-hoc query name when displaying constituent ad-hoc queries. The name should not include any spaces.

1. After logging into WordFly, browse to Account > Altru from the Account landing page
   
   

   

2. Enter the Ad-hoc query name you set up above

3. Click Save