Creating or editing a query
If you have been granted sufficient authority for an IQA folder, you can also create or edit queries in that folder.
Note: If your query is for a merge output process, and you want your query to be accessible to users via Home> Generate Reports, you must create your query in the Central Object Repository > Common > Reports View folder. You can navigate to that folder from IFC > Query Architect, or from Home > Generate Reports.
To create or edit a query
- Browse to any IQA folder list as follows:
- Administrators - From IFC, select Query Architect.
- Users:
- From Home, Customers, Events, or Orders, choose Advanced Query.
- From Marketing or Opportunity, choose Generate Reports.
- Locate the query that you want to edit or the folder in which you want to create a new query.
- Open the query definition window as follows:
- Creating a new query - From the drop-down list near the top of the window, choose Query and click New.
- Editing a query - At the right of the query description, click the query's edit icon.
- If you are creating a new query, you are prompted to select a source for the query. Navigate the folder list to find a business object or query to use as a source for the query. (Most business objects are located in the Common folder.)
Note: When using multiple sources, use the up and down arrows to reorder the data sources.
- (optional) Click Add Source to select additional sources and define relationships among the sources.
- Select the Summary tab and enter a Name, and optionally a Description, for the query.
- (optional) Select the Filters tab and define the filtering rules for any column in the drop-down list of columns.
Advanced mode:
- You can limit the number of rows returned by the query.
- You can require the user to provide at least one valid filter value before the query can be run.
- If you have selected multiple sources, you can select Add Filter to define additional filter rules using the And, And Not, Or, and Or Not connectors.
- Select the Display tab and select the columns you want to display in your output, and specify the order in which you want them to display.
Advanced mode: You can add a Custom query and specify an Alias for the column name.
Note:
- You can specify the columns that show in the Display tab by selecting a value from the View drop-down list. Select Defaults to display the default columns defined for the business objects. Select All to display all of the available columns for the business objects. Select Selected to display only the columns you have selected.
- If you are defining a query for any kind of merge output process, you must make sure that any fields you want to include in your merge are checked on the Display tab.
- (optional) Select the Sorting tab and specify the sort order for a particular column.
- Select Run to test the query and select Define to further edit the query until it performs as desired.
- Select Security and modify the security settings for the query.
- Click Save.
A document saver window appears.
- Confirm that you are saving the query to the desired folder, then click Save.
Note:
- You may be able to use the document saver window to save the query in a different folder.
- Access to folders in the CORE depends on your IQA folder authorities and which iMIS module you started when defining this query
- Administrators starting from the iFC module can save a query to any folder in the CORE.
- No validation of the query name's uniqueness occurs, so save the query with a unique identifier.