Modifying a Query Block for a Master Index Query (Repository)

Once block definitions are created for a blocking query, you can modify those definitions if needed. You can add, modify, and remove block fields. When adding or removing fields from a query block, verify that the query will still include all the needed fields.

To Modify a Query Block (Configuration Editor)

1. In the Projects window, right-click the master index application you want to modify, and then click Open.
2. If the Configuration Editor dialog box appears, click Edit to check out the listed files.

   The Configuration Editor appears.

3. Click the Query tab.

   The Query page appears.

4. In the Blocking Queries section, select the query you want to modify and then click Edit.

   The Blocking Query Builder dialog box appears.

5. In the Block Definitions section, select the block to modify and then click Edit.

   The Block Definition dialog box appears.

6. Do any of the following:
   • To add a new field, click Add, enter the fields described in Master Index Query Block Fields and XML Elements (Repository), and then click OK.
   • To edit an existing field, select the field you want to modify, click Edit, modify any of the fields described in Master Index Query Block Fields and XML Elements (Repository), and then click OK.
   • To delete an existing field, select the field you want to delete, click Remove, and then click Yes on the dialog box that appears.
7. When you are done modifying the query block, click OK.
8. On the Blocking Query Builder dialog box, click OK.
9. On the Configuration Editor toolbar, click Save.

To Modify a Query Block (XML Editor)

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Candidate Select file.

   The file opens in the NetBeans XML editor.

2. Scroll to the block-rule element containing the query block you want to modify.
3. To add a new blocking field, add and populate the elements described in Master Index Query Block Fields and XML Elements (Repository).

   For example:

   <block-rule>
     <equals>
      <field>Enterprise.SystemSBR.Person.DOB</field>
      <source>Person.DOB</source>
     </equals>
     ...

4. To edit an existing field, modify any of the elements described in Master Index Query Block Fields and XML Elements (Repository).
5. To delete an existing field, delete all text between and including the search type elements that define the field (such as equals, range, not-equals, and so on).

   For example, to delete the DOB field defined above, you would delete the text between and including the equals elements.

6. Save and close the file.