Queries allow for users to search for records in AiM with a defined set of criteria. The search criteria fields contain operators that can be used to search records in different ways, such as "Starts with", "Ends with", or "Contains".
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\uD83D\uDCD8 Query Overview
Why will a Query help me? When using a database full of information you will want to retrieve very specific records. These records can be obtained by utilizing a query. A search exist for every single record in AiM.
What is a query?
A query is a custom search for details about records in AiM.
After executing a query it will display a "Browse" list of all the records that match the different search elements.
Queries can be built for a single search or saved for future use.
Queries can be shared with other people or groups of people.
Saved Queries can be made into a Dashboard Widget and shared with a group.
Saved Queries can be used for "Highcharts". These are visual displays of the results in the form of a chart or graph. These charts can be added to Dashboard Widgets.
Examples of some common Queries
👉 There is no limit. If the data is in the system, you can query it.
A personal query is a custom search for desired information based specifically on the user creating it.
Optionally, it may be associated to a role for more global usage.
Show all Work Orders for a specific building.
Show all Work Orders assigned to a specific person.
Show all Purchase Orders to a specific vendor.
List all active properties.
Find my "Employee Profile".
Display all emergency or high priority Work Orders.
Framework of a Query
Queries do not work like Google, Yahoo, and other search engines where you can use multiple words in a single field and get related results. Though the results will be different, every Query screen will have the same buttons and options for building and saving the search. The part that changes is the data being searched for within the record.
Anatomy of a Search
Action is where you will find the link to open and begin creating a New Query. View will be empty until the Query has been saved.
A query screen has three buttons:
Execute - Runs the query
Basic Search/Advanced Search - This is a toggle. The button will show which option you will go to by clicking it. NOT which option you are on.
Reset - Resets the entire query screen. This is useful when your search results appear to be wrong. You can click Reset and start over knowing all fields have been reset to their default settings.
Queries you have already created can also be edited and either replace the original query or saved as a completely new query.
Screens inside the AiM platform
Query Screens Descriptions
Detailed descriptions for navigating the screens found when creating a Personal Query.
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