Use IQA to create and edit queries that filter and sort data from the iMIS database. Then, edit the results displays to best meet the needs of your users.
Query results displays are identified by a green background color for headings. The following folders contain queries used by Process Manager that are appropriate for editing. Folders not listed contain system files and we recommend that you do not edit those queries.
|
Folder |
Path to Display |
Possible Additions to Displays |
|
ActionPlanList |
Tools > Intelligent query architect > Default System > ActionPlanList |
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|
ActivityList |
Select a project > Activities Menu view |
|
|
AllOppTaskList |
Process Mgr > Tasks menu |
Overdue tasks |
|
OpportunityTaskList |
Process Mgr > Tasks menu |
Opportunities with upcoming tasks Opportunities with overdue tasks Contains the same queries as AllOppTaskList, but OpportunityTaskList involves tasks for a particular Opportunity rather than all Opportunities |
|
HistoryList |
Open a project > History menu |
|
|
OpportunityList |
Main Process Manager window |
Projects with overdue tasks |
|
OpportunityTypeList |
Set Up Module > Process Types |
|
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RelatedOpportunityList |
Select a project > Summary> Related Projects |
Related opportunities in the primary contact's organization Related opportunities in the Relationships tab in Customers |
To edit a query results display
1. From Tools, select Intelligent query architect.
2. Select OpportunityManagement > Default System > Queries.
3. Select the query.
4. Click the Display tab.
5. From the View drop-down list, select the desired view.
6. Select the check boxes of the properties to be displayed.
7. From the Order drop-down list, select the order the properties are to be displayed (left-to-right).
8. (optional) Assign an alias (label name) to any property.
9. Click Save.
To create a query results display
1. From Tools, select Intelligent query architect.
2. Select OpportunityManagement > Default System > Queries.
3. Click New.
4. Select the sources for the query:
□ Select the desired business objects. See the lists below for reference.
□ Define the relationships between the business objects.
5. Define the filtering rules.
6. Define the columns to be displayed in the output:
□ Click the Display tab.
□ From the View drop-down list, select the desired view.
□ Select the check boxes of the properties to be displayed.
□ From the Order drop-down list, select the order the properties are to be displayed (left-to-right).
7. Save the query in the appropriate folder.
Business Objects for Opportunities
■ Opportunity.OpportunityDonor by Opportunity.ID
■ Opportunity.OpportunityMember by Opportunity.ID
■ Opportunity.OpportunitySales by Opportunity.ID
Primary Joins for Opportunities
■ OpportunityType by Opportunity.OpportunityType = OpportunityType.UniformKey
■ Contact by Opportunity.ProspectKey = Contact.UniformKey
■ TaskItem.UniformKey = Opportunity.ParentUniformKey