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 Lesson Overview
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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.
Queries example - You have a $5,000 budget and 12 employees have charged time to this work order and we are currently at $5,800.
Create a query that will tell you - All the jobs that are over budget or I wanna see all the jobs that are 25% of going over budget.
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.
👉 There is no limit. If the data is in the system, you can query it!
Examples of some common Queries
👉 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.
<AJ - From the dashboard, you can click on any main topic in the left menu called Menu.
In the next screen, you will find additional left menu options, some of which have a magnify glass icon next to them.
Click on a magnify glass icon next to your menu choice for which you would like to create a query for.>
These three buttons can be found at the top-left of a query screen:
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.
Query Screens Inside the AiM Platform
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Query Screens Descriptions
Below are detailed descriptions for navigating the screens found when creating a Personal Query.
Search Menu in AiM <How to get to this screen?>
The Magnify Glass - Takes you to the search screen.
The + Sign - Starts a New Record. <Can’t find + sign. Has this changed to new document icon?>--> <<Jude - This looks like the updated work desk that we don’t use. It looks similar to new hire work desks, and LeAnna always asks Pedro to change them over to classic view.>>
The Record Name - Takes you to a new AiM screen.
Open a Record
Image found after opening with “The Name” → <If you choose to click on the magnifying glass icon, you will have access to the following options:>
Basic Search/Advanced Search options
Create a New Query (under Actions in the left menu)
Record Name can be found at the top: In this example, Personal Query is the record name. <Personal query is for any search, not record name?>
Next you would complete a search to dive deeper into this screen. Click on New Query. This will bring you to a new Personal Query screen.
Button on the Screen
Execute - This will run the query.
Basic Search/Advanced Search - Toggling between the two will show which option you will go to, NOT which option you are on.
Reset - Resets the entire query screen.
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On this screen: Complete the Title Field - A description is optional.
Query Listing and Query Count set to Yes, allows for the Query to display on the Dashboard.
Setting the yellow flag <What do you enter in the fields by yellow or red to set the status?> will make the query flag turn yellow on the WorkDesk or dashboard when it reaches the set number. This and the Red Flag are optional.
Chart Types will identify the different charting options to display a visual representation of the data you are about to build a query for.
After selecting DONE, the search will open in build mode.
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After all criteria is entered, click the SAVE button to save the query.
Selecting Execute will take you to the results of the query.
This will redirect to the “Browse” view of the results.
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Select a Record link to display details of that record.
Hit the blue Search button to return to the Query Screen.
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On this screen you will find Action and View Menus.
The Action Menu link will open a New Query or allow you to Edit a Query.
The View will have a list of created Personal Queries.
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A query screen might have multiple tables involved.
The primary table is listed first.
After that each additional table will have its own heading bar.
If the header is indented, the table is subordinate to the table above it.
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Special operators will be used with new WorkDesk queries to make them easier to share across the units.
These operators (=, <, >, null, …) work with dates and allow the query to use the characteristics of dates to pull records in a more focused manner.
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