Query example: Upcoming tasks display
This example shows how to define a query to display upcoming tasks for a specific Opportunity Owner on their home page.
- From IFC, select Query Architect.
- Select Opportunity Management> Default System> Queries.
- Click New.
- Select the sources for the query:
- Select the desired business objects:
- TaskItem
- GroupMemberSummary
- User
- OpportunitySales
- Opportunity
- Define the relationships between the business objects:
- TaskItem.AssignedToKey = GroupMemberSummary.GroupKey
- GroupMemberSummary.UserKey = User.UniformKey
- GroupMemberSummary.GroupKey = OpportunitySales.OwnerGroupKey
- OpportunitySales.OpportunityId = Opportunity.Opportunity.Id
- Define the filtering rules:
- Select Filters.
- Select Mode: Advanced.
- Select Property: User.Login.
- Select Comparison: Equal.
- Enter "Marc Risse" for the Value.
- Add the first filter.
- Select Property: TaskItem.Completed On.
- Select Comparison: Empty.
- Add the second filter.
- Select Property: Opportunity.Status.
- Select Comparison: Not Equal.
- Select Value: Closed.
- Define the columns to display in the output:
- Click the Display tab.
- Select the following columns and order:
Opportunity.Uniform_Key
Alias: key_Uniformkey (Order 1)
OpportunitySales.Opportunity Id (Order 2)
OpportunitySales.Description (Order 3)
TaskItem.StartDate (Order 4)
TaskItem.Category (Order 5)
TaskItem.Due Date (Order 6)
TaskItem.Subject (Order 7)
TaskItem.Priority (Order 8)
OpportunitySales.Quality (Order 9)
OpportunitySales.WinProbability (Order 10)
- Click Save As and save the query in the Task List folder. (Tasks> Default System> Queries> TaskList)