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Editing query result displays

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 Opportunity Management 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

Set Up Module> Action Plans

 

ActivityList

Select an opportunity> Activities Menu view

 

AllOppTaskList

Opportunity Management > Tasks menu

Overdue tasks
Upcoming task due dates
Comment field on task display

HistoryList

Open an opportunity > History menu

 

OpportunityList

Main Opportunity Management window

Opportunities with overdue tasks
Opportunity task due dates

OpportunityTypeList

Set Up Module > Types

 

RelatedOpportunityList

Select an opportunity> Summary> Related Opportunities

Related opportunities in the prospect's organization

Related opportunities in the Relationships tab in Customer Portfolio

To edit a query results display

  1. From IFC, select Query Architect.
  2. Select Opportunity Management> 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 checkboxes 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 IFC, select Query Architect.
  2. Select Opportunity Management> Default System> Queries.
  3. Click New.
  4. Select the sources for the query:
    1. Select the desired business objects.
    2. Define the relationships between the business objects.
  5. Define the filtering rules.
  6. Define the columns to be displayed in the output:
    1. Click the Display tab.
    2. From the View drop-down list, select the desired view.
    3. Select the checkboxes of the properties to be displayed.
    4. 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

Primary Joins for Opportunities

In This Section

Query example: Upcoming tasks display

See Also

Tailoring Opportunity Management

The iMIS Framework Console

Modifying Security Settings

Customizing Opportunity Classes


ASI logo 10.6 Production Release. Updated 1/17/2006 4:17:58 PM
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