{"type":"doc","content":[{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"excerpt-include","parameters":{"macroParams":{"":{"value":"Reusable Excerpts - Master"},"name":{"value":"Contact - CPFM"},"nopanel":{"value":"true"}},"macroMetadata":{"macroId":{"value":"799af1fc-8725-4546-9ec8-6570313ea9fb"},"schemaVersion":{"value":"1"},"title":"Insert excerpt"}},"localId":"a1845220-f795-4773-962a-af9c562f49fa"}}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"excerpt-include","parameters":{"macroParams":{"":{"value":"Reusable Excerpts - Master"},"name":{"value":"Let us know if you find any errors"},"nopanel":{"value":"true"}},"macroMetadata":{"macroId":{"value":"80633764-9ac3-4950-8bcf-7057528e3402"},"schemaVersion":{"value":"1"},"title":"Insert excerpt"}},"localId":"fb79f2f1-8916-4078-b819-ef1c8f69a3ef"}}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Table of Contents","type":"text"}]},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{"minLevel":{"value":"1"},"maxLevel":{"value":"6"},"outline":{"value":"false"},"style":{"value":"none"},"type":{"value":"list"},"printable":{"value":"true"}},"macroMetadata":{"macroId":{"value":"bd909821-3eef-489f-90ee-2a32245e63eb"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"5d71dfe1-a835-41a1-885c-63ebd448b1fd"}},{"type":"heading","attrs":{"level":2},"content":[{"text":"⬜ Intro","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"paragraph","content":[{"text":"Queries allow for users to search 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”.","type":"text"}]},{"type":"paragraph","content":[{"text":"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. ","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"🔵 What is a Query?","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"expand","attrs":{"title":"Click here for 👉 What is a Query?"},"content":[{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"What is a Query?","type":"text","marks":[{"type":"textColor","attrs":{"color":"#0747a6"}},{"type":"strong"}]},{"type":"hardBreak"},{"text":"Throughout the AiM system, you can create a New Query. ","type":"text"},{"text":"Queries","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" are built inside of a search screen. You can access a ","type":"text"},{"text":"Query/Search screen","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" in a couple of ways:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Clicking on a ","type":"text"},{"text":"magnifying glass icon","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" at any level within the AiM platform.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Inside any Record","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" that you have open, click on the blue ","type":"text"},{"text":"Search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" button. This will take you to the Query/Search screen for that specific ","type":"text"},{"text":"Record","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" and the ","type":"text"},{"text":"Module","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" it’s in. ","type":"text"}]}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":351,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":351,"alt":"image-20240329-211550.png","id":"ae6193a4-5e62-4062-84c6-715fdc9014ce","collection":"contentId-487260226","type":"file","height":269}},{"type":"caption","content":[{"text":"Accessing a query screen - Clicking on a magnifying glass icon at any level within the AiM platform","type":"text"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":450,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":351,"alt":"image-20240329-211835.png","id":"5f0239af-ccbf-4823-979b-986e370f57d5","collection":"contentId-487260226","type":"file","height":248}},{"type":"caption","content":[{"text":"Accessing a query screen - Inside any record that you have open, click Search to open the query screen for that specific record","type":"text"}]}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"A search/query exists for every single record in AiM","type":"text","marks":[{"type":"textColor","attrs":{"color":"#403294"}},{"type":"strong"}]},{"type":"hardBreak"},{"text":"Query example","type":"text","marks":[{"type":"textColor","attrs":{"color":"#6554c0"}},{"type":"strong"}]},{"text":" - You have a $5,000 budget and 12 employees have charged time to this work order and we are currently at $5,800. ","type":"text"},{"type":"hardBreak"},{"text":"Create a query that will tell you","type":"text","marks":[{"type":"textColor","attrs":{"color":"#6554c0"}},{"type":"strong"}]},{"text":" - All the jobs that are over budget or I wanna see all the jobs that are 25% of going over budget. ","type":"text"}]}]},{"type":"paragraph","content":[{"text":"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.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"A query is a ","type":"text"},{"text":"custom search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" for details about records in AiM.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"After executing a query it will display a \"Browse\" list of all the records that match the different search elements. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Queries can be built for a ","type":"text"},{"text":"single search or saved for future use","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Queries can be shared with other people or groups of people.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Saved Queries can be made into a ","type":"text"},{"text":"Dashboard Widget","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" and shared with a group.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Saved Queries can be used for ","type":"text"},{"text":"Highcharts","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". These are visual displays of the results in the form of a chart or graph. These charts can be added to Dashboard Widgets.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"emoji","attrs":{"id":"1f449","text":"👉","shortName":":point_right:"}},{"text":" ","type":"text"},{"text":"There is no limit","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". If the data is in the system, you can query it!","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"A ","type":"text"},{"text":"personal query","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" is a custom search for desired information based specifically on the user creating it. ","type":"text"},{"type":"hardBreak"},{"text":"Optionally, it may be associated to a role for more ","type":"text"},{"text":"global usage","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". ","type":"text"}]}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Examples of some common Queries","type":"text","marks":[{"type":"textColor","attrs":{"color":"#403294"}},{"type":"strong"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Show all Work Orders for a specific building.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Show all Work Orders assigned to a specific person.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Show all Purchase Orders to a specific vendor.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"List all active properties.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Find my \"Employee Profile\".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Display all emergency or high priority Work Orders.","type":"text"}]}]}]}]},{"type":"paragraph"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"🟩 Anatomy of a Query Screen","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"🔵 Basic Overview","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"expand","attrs":{"title":"Click here for 👉 Basic Overview"},"content":[{"type":"paragraph","content":[{"text":"To navigate to a query screen, from the ","type":"text"},{"text":"WorkDesk","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", click on any module in the left hamburger icon ","type":"text"},{"text":"Menu","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". You will find additional left menu options, some of which have a ","type":"text"},{"text":"magnify glass icon","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" next to them. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":390,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":534,"alt":"image-20250320-202729.png","id":"d8024a9a-1638-49ba-9101-6f9cae5995be","collection":"contentId-487260226","type":"file","height":480},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"Click on a ","type":"text"},{"text":"magnify glass icon","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" next to your menu choice for which you would like to create a query for.","type":"text"}]},{"type":"paragraph","content":[{"text":"These three buttons can be found at the top-left of a query screen:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":419,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":419,"alt":"image-20241120-193506.png","id":"017ed141-1f04-4892-ab44-dfddcaf4ec60","collection":"contentId-487260226","type":"file","height":112}}]},{"type":"mediaSingle","attrs":{"layout":"center","width":618,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1158,"alt":"image-20250320-203140.png","id":"2fd25e3d-d593-4b09-8e42-d3e24b77dd23","collection":"contentId-487260226","type":"file","height":490},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Execute","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" - Runs the query","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Basic Search/Advanced Search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" - This is a toggle. The button will show which option you WILL switch to by clicking it, NOT which option you are currently on.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Reset","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" - 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.","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Basic vs Advanced Search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#403294"}},{"type":"strong"}]},{"type":"hardBreak"},{"text":"Basic Search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#6554c0"}},{"type":"strong"}]},{"text":" - Gives the user a limited number of options for searching. This is often sufficient for more users.","type":"text"},{"type":"hardBreak"},{"text":"Advanced Search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#6554c0"}},{"type":"strong"}]},{"text":" - Gives the user access to more query options to do more complex queries.","type":"text"}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"By default, all users start with Basic Search. Your System Administrator can change your default for you.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Below is a screenshot of the search page for Asset Package, under the Asset Management module. Under","type":"text"},{"text":" Action","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" in the left menu, you will find the link to open and begin creating a ","type":"text"},{"text":"New Query","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Below Action,","type":"text"},{"text":" View","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" will be empty until the Query has been saved. ","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Queries you have already created can also be edited and either replace the original query or saved as a completely new query.","type":"text"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":839,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1332,"alt":"screenshot-search-query-screen_aj.jpg","id":"c556277f-654e-40fa-a473-7a31951d028c","collection":"contentId-487260226","type":"file","height":632},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"🔵 Subordinate Tables (aka Supplemental Tables)","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"⚫ Query Screens with Multiple Tables","type":"text"}]},{"type":"expand","attrs":{"title":"Click here for 👉 Query Screens with Multiple Tables"},"content":[{"type":"paragraph","content":[{"text":"A query screen can include multiple tables. The ","type":"text"},{"text":"Primary Table","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" is listed first. After that, each additional table will have its own ","type":"text"},{"text":"Heading Bar","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". If the header is ","type":"text"},{"text":"indented","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", the table is ","type":"text"},{"text":"subordinate","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" to the table above it. ","type":"text"}]},{"type":"paragraph","content":[{"text":"In the screenshot below, the Notes Log table is a ","type":"text"},{"text":"Subordinate Table","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" to the ","type":"text"},{"text":"Primary Table","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" (which is always the top-most table of a query screen). ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":725,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":725,"alt":"image-20250320-203630.png","id":"b36978e5-ae8d-4d5f-bb84-f4f9e1da7f39","collection":"contentId-487260226","type":"file","height":602}}]},{"type":"paragraph"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"⚫ Display Order & Header Operations","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"expand","attrs":{"title":"Click here for 👉 Display Order & Header Operations"},"content":[{"type":"paragraph","content":[{"text":"Subordinate Tables","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" will either have the ","type":"text"},{"text":"Display Order","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" ","type":"text"},{"text":"column","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" and its sort options, ","type":"text"},{"text":"or","type":"text","marks":[{"type":"strong"},{"type":"em"}]},{"text":" the ","type":"text"},{"text":"Header Operations","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}}]},{"text":"(Operator dropdown list next to the header). ","type":"text"},{"text":"It cannot have both","type":"text","marks":[{"type":"underline"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"The Subordinate Tables without the Display Order column options cannot be displayed in the final query results","type":"text","marks":[{"type":"underline"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"In the screenshot below, the ","type":"text"},{"text":"red boxes","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" highlight the display order column fields. The ","type":"text"},{"text":"green boxes","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" highlight where the display order column fields are missing, and there is an operator dropdown list next to the header for those tables, instead.","type":"text"}]},{"type":"paragraph","content":[{"text":"Both ","type":"text"},{"text":"display order","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"header operations","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" are described later in this tutorial. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":512,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":512,"alt":"image-20250320-174101.png","id":"69263cb3-7084-4938-834a-9f03138e90f6","collection":"contentId-487260226","type":"file","height":557},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"🟩 Query Screens Overview","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"paragraph","content":[{"text":"Below are detailed descriptions for navigating the screens found when creating a Query.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"🔵 Starting a Search","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"expand","attrs":{"title":"Click here for 👉 Starting a Search"},"marks":[{"type":"breakout","attrs":{"mode":"full-width"}}],"content":[{"type":"paragraph","content":[{"text":"From your ","type":"text"},{"text":"WorkDesk","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", click on the ","type":"text"},{"text":"hamburger icon","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" on the left to expand your ","type":"text"},{"text":"top-most search options","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":"/how you want to start your search.","type":"text"}]},{"type":"paragraph","content":[{"text":"Summary of the screenshot, below:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The Module ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":"- The top level category of records","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The + Sign","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" - Starts a New Record","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The Magnify Glass","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" - Takes you to the ","type":"text"},{"text":"Query screen ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":"where you can create a new query or edit existing ones ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The Record Name","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" (under the ","type":"text"},{"text":"Module","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":") - Takes you to a new blank screen on that record level. (From there, you can also access the ","type":"text"},{"text":"Query screen","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" by clicking on the ","type":"text"},{"text":"Search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" button in the record screen). ","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":388,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":807,"alt":"QueryOverview1-cropped.jpg","id":"4d2d27f0-330c-4cfb-9e3a-8bc14a396d7c","collection":"contentId-487260226","type":"file","height":1070},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"🔵 Starting a New Query from a Record","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"⚫ Opening a Record","type":"text"}]},{"type":"expand","attrs":{"title":"Click here for 👉 Opening a Record"},"content":[{"type":"paragraph","content":[{"text":"This is what the screen looks like when you click on the ","type":"text"},{"text":"Record Name","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" (under the module). The ","type":"text"},{"text":"Record Name","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" can be found at the top: In this example, ","type":"text"},{"text":"Personal Query","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" is the record name. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" to dive deeper into this screen. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":567,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":961,"alt":"QueryOverview2-cropped.jpg","id":"402b3f00-2c18-422e-ab9f-440ba32bf553","collection":"contentId-487260226","type":"file","height":729},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"⚫ The Query Screen (for the Record Name Selected: E.g., Personal Query)","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"expand","attrs":{"title":"Click here for 👉 The Query Screen"},"content":[{"type":"paragraph","content":[{"text":"Below is the ","type":"text"},{"text":"Query screen","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", after clicking ","type":"text"},{"text":"Search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" on a ","type":"text"},{"text":"Record","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". 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","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Reset","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" - Resets the entire query screen to defaults","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Action > New Query","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" - Under the ","type":"text"},{"text":"Action","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" menu on the left, click on ","type":"text"},{"text":"New Query","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" to start a new query. ","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":863,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1145,"alt":"QueryOverview3 - cropped.jpg","id":"578975f2-ba58-426d-89e5-b55250ae90aa","collection":"contentId-487260226","type":"file","height":541},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"🔵 The New Query Screen","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"expand","attrs":{"title":"Click here for 👉 The New Query Screen"},"content":[{"type":"paragraph","content":[{"text":"This is the query screen of a record. 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","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"When you are finished and click on ","type":"text"},{"text":"Done","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", the search will open in build mode.","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":1033,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1516,"alt":"image-20241120-231120.png","id":"d971cfef-8823-4ab8-b989-e0c289f076c1","collection":"contentId-487260226","type":"file","height":497},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"After all criteria are entered, click ","type":"text"},{"text":"Save","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" to save the query.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":714,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":866,"alt":"image-20241120-231514.png","id":"c589476a-d542-49a5-8635-a707ceb53aa3","collection":"contentId-487260226","type":"file","height":535},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"Selecting ","type":"text"},{"text":"Execute","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" in the following screen will take you to the ","type":"text"},{"text":"Query Results","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":"/","type":"text"},{"text":"Browse View","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" of the query.","type":"text"},{"type":"hardBreak"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"🔵 Query Results (aka Browse View)","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"expand","attrs":{"title":"Click here for 👉 Query Results"},"content":[{"type":"paragraph","content":[{"text":"In your query search results, click on a ","type":"text"},{"text":"Record link","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" to display the details of that record. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Or, you can click the blue ","type":"text"},{"text":"Search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" button to return to the ","type":"text"},{"text":"Query screen","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" (second screenshot, below) on the record level under the module you chose (in this example, Personal Query). 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","type":"text"},{"type":"hardBreak"},{"text":"You can also view ","type":"text"},{"text":"All","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"},{"type":"em"}]},{"text":" Personal Queries","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" created under ","type":"text"},{"text":"All","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"},{"type":"em"}]},{"text":" Modules","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" via the ","type":"text"},{"text":"System Administration Module","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]}]}]},{"type":"paragraph","content":[{"text":"From the ","type":"text"},{"text":"WorkDesk","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", click on the ","type":"text"},{"text":"hamburger icon","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" on the left and click on the ","type":"text"},{"text":"System Administration Module","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Click on the ","type":"text"},{"text":"Magnify Glass icon","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" next to ","type":"text"},{"text":"Personal Query","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":193,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":193,"alt":"image-20250103-232040.png","id":"6e668c0d-c5df-4974-9297-1e2ce73d1f38","collection":"contentId-487260226","type":"file","height":220},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"In the next screen, click ","type":"text"},{"text":"Execute","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" to view all your ","type":"text"},{"text":"Personal Queries","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", across ","type":"text"},{"text":"all modules","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":802,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1114,"alt":"image-20250320-205457.png","id":"3c4a20b0-d62f-4f73-8cf7-3cb2f69c571e","collection":"contentId-487260226","type":"file","height":242},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"You will see a list of your personal queries (example screenshot, below).","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":818,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1022,"alt":"image-20250103-230206.png","id":"ba11f8bd-5710-4c1f-b73e-63d179685838","collection":"contentId-487260226","type":"file","height":362},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]},{"type":"caption","content":[{"text":"List of a user’s personal queries","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Click on one of the ","type":"text"},{"text":"Query links","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" to open that page. Here, you can ","type":"text"},{"text":"Edit","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" the chosen query and ","type":"text"},{"text":"share the query to group(s)","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". ","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"By default, Personal Queries are “personal” to the user that created them, and are not visible to other logins, until shared with other groups.","type":"text"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":681,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":681,"alt":"image-20250313-200127.png","id":"38ca4ea4-6682-4565-b5dd-610eefe1fa5b","collection":"contentId-487260226","type":"file","height":404},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]},{"type":"caption","content":[{"text":"Top-left screen - Click on one of the saved query links | Bottom-right - Click Edit at the top of that screen | Bottom-right (yellow-highlighted) - You can add/share the query with other groups in Edit mode","type":"text"}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"🟩 Query Screen Options","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"🔵 Display Order","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"⚫ Search Result Columns","type":"text"}]},{"type":"expand","attrs":{"title":"Click here for 👉 Search Result Columns"},"content":[{"type":"paragraph","content":[{"text":"Display Order","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" is a functionality of the ","type":"text"},{"text":"Query screen","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" that allows you to ","type":"text"},{"text":"set the order of the columns","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" of information that will show up in the ","type":"text"},{"text":"search results screen","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"By default, each query will display a set of predetermined fields. These can be overridden by placing numbers in this box. Once a number is entered, only numbers with values entered will be displayed. ","type":"text"}]},{"type":"paragraph","content":[{"text":"It’s best to start with numbers like 10, 20, 30, etc. to allow other elements to be added in between without having to renumber other fields. Consecutive numbers are not required. All of this is explained in more detail later in this section. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":566,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":676,"alt":"image-20250106-174915.png","id":"17956443-f5c4-481b-853d-36b5e6cd9598","collection":"contentId-487260226","type":"file","height":483},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"Here, we’ll start with a ","type":"text"},{"text":"basic search query","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" to walk through the details of using the ","type":"text"},{"text":"Display Order feature","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"From your ","type":"text"},{"text":"WorkDesk","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", select the ","type":"text"},{"text":"Module","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" under the ","type":"text"},{"text":"Menu","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" to perform a search. In this example, Work Management is selected. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":500,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":351,"alt":"image-20240329-211415.png","id":"78c67a82-6392-4e91-bf6f-a08dee536636","collection":"contentId-487260226","type":"file","height":249},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"In the screen for the ","type":"text"},{"text":"Module","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" you selected (in this example, Work Management), under ","type":"text"},{"text":"Menu","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", select Phase by selecting the ","type":"text"},{"text":"magnify icon","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". ","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"The Phase search has the most options.","type":"text"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":351,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":351,"alt":"image-20240329-211550.png","id":"ae6193a4-5e62-4062-84c6-715fdc9014ce","collection":"contentId-487260226","type":"file","height":269},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"Or","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" if you clicked on the word Phase instead of the magnify icon, in the next screen, click on ","type":"text"},{"text":"Search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":".","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":351,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":351,"alt":"image-20240329-211835.png","id":"5f0239af-ccbf-4823-979b-986e370f57d5","collection":"contentId-487260226","type":"file","height":248},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"You can toggle between ","type":"text"},{"text":"Basic Search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" ","type":"text","marks":[{"type":"strong"},{"type":"em"}]},{"text":"and ","type":"text"},{"text":"Advanced Search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". Basic Search will not allow you to sequence the way the phase search results are displayed (explained in Step 5, ","type":"text"},{"text":"Display Order","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":"). ","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"AiM often remembers information from your last search. Whenever creating a ","type":"text"},{"text":"new search","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", click on ","type":"text"},{"text":"Reset","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". ","type":"text"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":550,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":351,"alt":"image-20240329-212037.png","id":"c610c17e-c0cc-44f7-b8f2-3a26fb495eb1","collection":"contentId-487260226","type":"file","height":287},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"Display Order","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" column allows you to sequence the search results, displaying the columns of data in a specific order.","type":"text"}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"When sequencing numbers for the display order don't enter 1, 2, 3, 4, 5, etc. It is better to ","type":"text"},{"text":"allow space between your numbers","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff991f"}},{"type":"strong"}]},{"text":" 10, 20, 30, 40, etc. in case you want to go back and modify the search by displaying another field. ","type":"text"}]}]},{"type":"paragraph","content":[{"text":"In this example, we want the columns of data in our search results to be presented in this order: ","type":"text"},{"text":"Work Orders","type":"text","marks":[{"type":"underline"}]},{"text":", ","type":"text"},{"text":"Phase","type":"text","marks":[{"type":"underline"}]},{"text":", ","type":"text"},{"text":"Phase Description","type":"text","marks":[{"type":"underline"}]},{"text":", ","type":"text"},{"text":"Status","type":"text","marks":[{"type":"underline"}]},{"text":", and ","type":"text"},{"text":"Shop","type":"text","marks":[{"type":"underline"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"[Display Order - 5] Displays the ","type":"text"},{"text":"Work Order","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" number first/in the 1st column of our search results because 5 is the smallest number we enter in a Display Order field for this search. Typically all that is needed in a search at the work order level is the work order number. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":600,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":351,"alt":"image-20240329-214545.png","id":"731cfc80-f25a-4728-a40b-deffc5d04d8d","collection":"contentId-487260226","type":"file","height":69},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"[Display Order - 10] Display the ","type":"text"},{"text":"Phase","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" number next/in the 2nd column of our search results because 10 is the 2nd smallest number we enter in a Display Order field.","type":"text"}]},{"type":"paragraph","content":[{"text":"[Display Order - 20] Display the phase ","type":"text"},{"text":"Description","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". The phase Description will show up in the 3rd column of our search results because 20 is the 3rd smallest number entered in a Display Order field for this search.","type":"text"}]},{"type":"paragraph","content":[{"text":"[Display Order - 30] Displays the ","type":"text"},{"text":"Status","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" in the 4th column. Select the operator to make the search more meaningful. In this example (below) ","type":"text"},{"text":"Closed","type":"text","marks":[{"type":"underline"}]},{"text":", ","type":"text"},{"text":"Closing","type":"text","marks":[{"type":"underline"}]},{"text":", ","type":"text"},{"text":"Incomplete","type":"text","marks":[{"type":"underline"}]},{"text":", ","type":"text"},{"text":"Deferred","type":"text","marks":[{"type":"underline"}]},{"text":", and ","type":"text"},{"text":"Complete - Pending R","type":"text","marks":[{"type":"underline"}]},{"text":" are ","type":"text"},{"text":"excluded","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" by changing the ","type":"text"},{"text":"Operator","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" to ","type":"text"},{"text":"not in","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":".","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}}]}]},{"type":"paragraph","content":[{"text":"[Display Order - 40] Displays the ","type":"text"},{"text":"Shop","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" in the 5th column. Select the shop desired for the search. In this example, ","type":"text"},{"text":"Electrical","type":"text","marks":[{"type":"underline"}]},{"text":" is the shop search.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":700,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":650,"alt":"image-20250313-173528.png","id":"c05c4e36-72c7-401e-b069-2eeb04a0f930","collection":"contentId-487260226","type":"file","height":218},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]},{"type":"caption","content":[{"text":"Display Order #s - (5) Work Order, (10) Phase, (20) Description, (30) Status, (40) Shop | Operator (Not In) Closed, Closing, Incomplete, Deferred, Complete - Pending R | Operator ( = ) Electrical","type":"text"}]}]},{"type":"paragraph","content":[{"text":"When done select ","type":"text"},{"text":"Execute","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":".","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":300,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":179,"alt":"image-20240329-214855.png","id":"2c8efe33-05e2-41bc-b9b9-f6ca6c79f161","collection":"contentId-487260226","type":"file","height":68},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"Notice the ","type":"text"},{"text":"display order of the columns","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" follows the sequencing that was added to the","type":"text"},{"text":" ","type":"text","marks":[{"type":"strong"},{"type":"em"}]},{"text":"Display Order","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" ","type":"text","marks":[{"type":"strong"},{"type":"em"}]},{"text":"fields.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":737,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":585,"alt":"image-20250320-210420.png","id":"a8cad07e-4ec0-49a5-81da-81ef3af650e6","collection":"contentId-487260226","type":"file","height":378},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]},{"type":"caption","content":[{"text":"Display Order of Columns - (5) Work Order, (10) Phase, (20) Description, (30) Status, (40) Shop","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Under the ","type":"text"},{"text":"Action","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" menu, the search can be exported to Excel by clicking on ","type":"text"},{"text":"Export","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":600,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":351,"alt":"image-20240329-215007.png","id":"7e32b771-92f3-448e-a8a1-d4afc7ac9ba8","collection":"contentId-487260226","type":"file","height":209},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"⚫ Ascending/Descending","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"expand","attrs":{"title":"Click here for 👉 Ascending/Descending"},"content":[{"type":"paragraph","content":[{"text":"In addition to the ability to set the column Display Order using numbers in the designated fields, another part of the ","type":"text"},{"text":"Display Order","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" feature includes the ability to select between Ascending (","type":"text"},{"text":"Asc","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":") or Descending (","type":"text"},{"text":"Dsc","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":"). This will determine the order of the rows of data included in a column. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":584,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":584,"alt":"image-20250106-175824.png","id":"6bec637a-d59f-459a-855c-9df2dad94b0b","collection":"contentId-487260226","type":"file","height":343},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"In the example below, the Status is set to be sorted in descending order, starting with “New.”","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":590,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":590,"alt":"image-20250108-223822.png","id":"2b89b129-2679-46e9-9f9b-2e1b18449cda","collection":"contentId-487260226","type":"file","height":288},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"🔵 Value & Operator","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"⚫ Value","type":"text"}]},{"type":"expand","attrs":{"title":"Click here for 👉 Value"},"content":[{"type":"paragraph","content":[{"text":"Searching for a ","type":"text"},{"text":"Work Order","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" with the ","type":"text"},{"text":"Value","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", 12345, this is the value used by the operator to determine if a record will be included in the query results or not. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":819,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":825,"alt":"image-20250106-175542.png","id":"f3873061-f528-471b-af65-e14b877163a2","collection":"contentId-487260226","type":"file","height":82}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"⚫ Operators","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"⚪ Intro","type":"text"}]},{"type":"expand","attrs":{"title":"Click here for 👉 Intro"},"content":[{"type":"paragraph","content":[{"text":"Here (screenshot) is a standard list of ","type":"text"},{"text":"Operators","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" that can be applied to most rows of your search criteria. The selected operator applies to the value entered in the column after it.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":108,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":108,"alt":"image-20250106-175958.png","id":"3bc1bde8-d695-40da-8dce-845dc4b4d9c7","collection":"contentId-487260226","type":"file","height":320}}]},{"type":"paragraph","content":[{"text":"The logical operators (=, >, <, >=, <=, <>) work as expected. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Starts with","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"Ends with","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" work by looking for the value at the beginning or end of a value entry. ","type":"text"},{"text":"Contains","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" looks for the value anywhere in the data element. ","type":"text"},{"text":"In","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"not in","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" asks for records where a specified data element is either in or not in them. ","type":"text"}]},{"type":"paragraph"}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"⚪ Dates","type":"text"}]},{"type":"expand","attrs":{"title":"Click here for 👉 Dates"},"content":[{"type":"paragraph","content":[{"text":"The operators for ","type":"text"},{"text":"Edit Date","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" (screenshot below) ask the query to pull records that meet the specified date criteria. Operators unique to date criteria include: ","type":"text"},{"text":"Between","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", ","type":"text"},{"text":"Older than","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", ","type":"text"},{"text":"Last","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", ","type":"text"},{"text":"Within","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", ","type":"text"},{"text":"Next","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"Newer than","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":756,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1090,"alt":"image-20250317-232952.png","id":"184b403c-c94a-44b7-be0f-4fed782474ba","collection":"contentId-487260226","type":"file","height":748}},{"type":"caption","content":[{"text":"Search options for Edit Date - =, >, <, >=, <=, <>, null, not null, between, older than, last, within, next, newer than, >= today","type":"text"}]}]},{"type":"paragraph"}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"⚪ Null & Not Null","type":"text"}]},{"type":"expand","attrs":{"title":"Click here for 👉 Null & Not Null"},"content":[{"type":"paragraph","content":[{"text":"With some data elements, you can look to see if the element is empty (","type":"text"},{"text":"Null","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":") or has something/anything in it (","type":"text"},{"text":"Not Null","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":"). ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":469,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":469,"alt":"image-20250109-003518.png","id":"009b9771-9bf0-4703-b39f-db5ade63b06a","collection":"contentId-487260226","type":"file","height":62}}]},{"type":"paragraph","content":[{"text":"Referencing the screenshot above,","type":"text"}]},{"type":"paragraph","content":[{"text":"Null","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" would return all projects in a Phase that ","type":"text"},{"text":"does not have the Project filled in","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". Do not type in the search field, it must be blank. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Not null","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" only returns records with populated Problem Codes. The search field can be left blank to return all records that have anything entered for the Problem Code, or when specified in the field, ","type":"text"},{"text":"returns only records that have been entered.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"type":"hardBreak"}]}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"⚪ Columns","type":"text"}]},{"type":"expand","attrs":{"title":"Click here for 👉 Columns"},"content":[{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"column","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" search qualifier is one of the more powerful operators that compares two different databases.","type":"text"}]},{"type":"paragraph","content":[{"text":"A ","type":"text"},{"text":"column operator","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" could be set to a column search qualifier (e.g., = column, > column, < column, >= column). When that happens, the compare to column options become available. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":662,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":662,"alt":"image-20250320-170019.png","id":"7220acfd-15ef-4673-a559-611518403207","collection":"contentId-487260226","type":"file","height":450}}]},{"type":"paragraph","content":[{"text":"Examples:","type":"text"}]},{"type":"paragraph","content":[{"text":"My Total Estimate is = to my actual total (the = populated an additional column with selection choices) as a comparison.","type":"text"}]},{"type":"paragraph","content":[{"text":"Show me all Work Orders when my Estimated Total is less than My Actual (You are looking for an overrun estimate). ","type":"text"}]},{"type":"paragraph","content":[{"text":"In the example below, from the ","type":"text"},{"text":"work order","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" search screen, ","type":"text"},{"text":"phase costs section","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", selecting the ","type":"text"},{"text":">column","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" operator for ","type":"text"},{"text":"Actual Total ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":"searches for all phases where the Actual Cost has exceeded the Estimated cost","type":"text","marks":[{"type":"underline"}]},{"text":" opens a list of other common fields for comparison. In this case, ","type":"text"},{"text":"Estimated Total","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":522,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":522,"alt":"image-20250317-215725.png","id":"42c0528f-5d2f-47ba-b1d3-cb6a9bb76483","collection":"contentId-487260226","type":"file","height":468}}]},{"type":"paragraph","content":[{"text":"Below, you will see the ","type":"text"},{"text":"Cost Analysis","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" for the ","type":"text"},{"text":"Phase","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". If you had multiple ","type":"text"},{"text":"Work Orders","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":", the cost analysis of this would level up on this phase.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":602,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":602,"alt":"cost analysis search.jpg","id":"5e85b6f0-b1d6-4262-906b-01d3d1716b57","collection":"contentId-487260226","type":"file","height":786}}]},{"type":"mediaSingle","attrs":{"layout":"center","width":737,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":737,"alt":"cost analysis view.jpg","id":"9abe148d-1625-485c-a026-dd5e9a231a40","collection":"contentId-487260226","type":"file","height":317}}]},{"type":"paragraph"}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"⚪ Users","type":"text"}]},{"type":"expand","attrs":{"title":"Click here for 👉 Users"},"content":[{"type":"paragraph","content":[{"text":"Below, the ","type":"text"},{"text":"user","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" operator returns all records ","type":"text"},{"text":"created by","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" whoever is logged in at the time. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":381,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":381,"alt":"image-20250108-232726.png","id":"28bcaa0f-bc51-4185-9357-eb28a27425bb","collection":"contentId-487260226","type":"file","height":368},"marks":[{"type":"border","attrs":{"size":3,"color":"#758195"}}]}]},{"type":"paragraph","content":[{"text":"User defined fields create additional customized reporting and management capabilities. ","type":"text"}]},{"type":"paragraph"}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"⚪ Other Examples of Operators","type":"text"}]},{"type":"expand","attrs":{"title":"Click here for 👉 Other Examples of Operators"},"content":[{"type":"paragraph","content":[{"text":"The ","type":"text"},{"text":"in","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"not in","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" operators allow you to specify one or more values to include or exclude.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" - The Facility in the admin building and Property in Gardens","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Not in","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" - The Project not in the lobby and Problem Code not in Too Hot-Zone 1","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":697,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":909,"alt":"image-20250317-234444.png","id":"7fa20830-d1dc-4853-934b-4230fbe45f8d","collection":"contentId-487260226","type":"file","height":106},"marks":[{"type":"border","attrs":{"size":2,"color":"#758195"}}]},{"type":"caption","content":[{"text":"“In” & “not in” operators in use","type":"text"}]}]},{"type":"paragraph","content":[{"text":"The search qualifier, ","type":"text"},{"text":"between","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". The fields must be within the listed range (date and numeric fields only). ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":624,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":624,"alt":"image-20250317-234538.png","id":"40c61191-829e-467f-a79a-09a3e562fbdc","collection":"contentId-487260226","type":"file","height":54}},{"type":"caption","content":[{"text":"The “between” operator in use | Date and numeric fields only","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Below are two example settings for search qualifiers ","type":"text"},{"text":"newer than","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" or ","type":"text"},{"text":"older than","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". ","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Record returned must be ","type":"text"},{"text":"more recent than","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" 1 ","type":"text"},{"text":"day","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" ago. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Record returned must be ","type":"text"},{"text":"older than","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" 1 ","type":"text"},{"text":"week","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" ago.","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":616,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":616,"alt":"image-20250317-234616.png","id":"6075c9ef-6453-4948-ac35-2627f5ebdd73","collection":"contentId-487260226","type":"file","height":314},"marks":[{"type":"border","attrs":{"size":2,"color":"#758195"}}]},{"type":"caption","content":[{"text":"“Newer than” & “older than” operators in use for the Edit Date field","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Below are two example settings for search qualifiers ","type":"text"},{"text":"last","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" or ","type":"text"},{"text":"next","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Return records for within the ","type":"text"},{"text":"last","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" 1 ","type":"text"},{"text":"month","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" (from today’s date)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Return records with desired completion date in the ","type":"text"},{"text":"next","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" 5 ","type":"text"},{"text":"days","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" (from today’s date)","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":608,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":608,"alt":"image-20250318-002614.png","id":"e1a31c17-1d5a-44a1-9eb5-3d572e78f2eb","collection":"contentId-487260226","type":"file","height":317},"marks":[{"type":"border","attrs":{"size":2,"color":"#758195"}}]},{"type":"caption","content":[{"text":"“Last” and “next” operators in use","type":"text"}]}]},{"type":"paragraph","content":[{"text":"The field must be within the listed time frame, ","type":"text"},{"text":"within","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" 1 ","type":"text"},{"text":"day","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" from the current date.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":613,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":613,"alt":"image-20250317-234724.png","id":"00935451-aa96-4b20-86fc-aeb852a8d7ae","collection":"contentId-487260226","type":"file","height":162},"marks":[{"type":"border","attrs":{"size":2,"color":"#758195"}}]},{"type":"caption","content":[{"text":"“Within” operator in use | Date fields only - year/month/week/day/hour","type":"text"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":470,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":470,"alt":"image-20250108-215736.png","id":"42770869-651f-4169-9158-c209e5362b0b","collection":"contentId-487260226","type":"file","height":338},"marks":[{"type":"border","attrs":{"size":2,"color":"#758195"}}]},{"type":"caption","content":[{"text":"In this example, the “Status” equals “Open”","type":"text"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":466,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":466,"alt":"image-20250108-215924.png","id":"1f9d8363-0cf7-4800-af91-6fb2561ebf35","collection":"contentId-487260226","type":"file","height":482},"marks":[{"type":"border","attrs":{"size":2,"color":"#758195"}}]},{"type":"caption","content":[{"text":"In this example, the “Date Created” must be “later than” July 11, 2023","type":"text"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":464,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":464,"alt":"image-20250108-220146.png","id":"e820f505-f07f-4ef6-a668-ac0f015c0d5d","collection":"contentId-487260226","type":"file","height":314},"marks":[{"type":"border","attrs":{"size":2,"color":"#758195"}}]},{"type":"caption","content":[{"text":"In this example, the “Work Order” number must be “less than” 15-223345","type":"text"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":606,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":606,"alt":"image-20250108-220250.png","id":"2dc05abe-66b0-4884-a4e5-a2b73ed32da2","collection":"contentId-487260226","type":"file","height":133},"marks":[{"type":"border","attrs":{"size":2,"color":"#758195"}}]},{"type":"caption","content":[{"text":"In this example, the “Description” field must “start with” the word “Broke.”","type":"text"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":354,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":354,"alt":"image-20250108-220542.png","id":"eca38eab-efe7-4fae-8fee-393cf6417b81","collection":"contentId-487260226","type":"file","height":278},"marks":[{"type":"border","attrs":{"size":2,"color":"#758195"}}]},{"type":"caption","content":[{"text":"This field must start with the data typed. If you’re searching for a “Contact,” with the “ends with” operator is selected, some example results could include:","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"},{"text":"John Smith, Phil Goldsmith, or Mary Jenkins-Smith","type":"text"}]}]},{"type":"paragraph"}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"⚪ Operators in Table Headers","type":"text"}]},{"type":"expand","attrs":{"title":"Click here for 👉 Operators in Table Headers"},"content":[{"type":"paragraph","content":[{"text":"Table Headers (other than the Primary/top Table) can also have a drop down menu of operators. The example below shows the Notes Log header operators. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":200,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":353,"alt":"image-20250106-182142.png","id":"0766474a-08b9-4eab-9463-99659d71fbfe","collection":"contentId-487260226","type":"file","height":300}}]},{"type":"paragraph","content":[{"text":"Select","type":"text","marks":[{"type":"textColor","attrs":{"color":"#0747a6"}},{"type":"strong"}]},{"text":" - This is the default value. With Select, any criteria selected from this section acts just like the criteria in the ","type":"text"},{"text":"Primary Table","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"Not Exists","type":"text","marks":[{"type":"textColor","attrs":{"color":"#0747a6"}},{"type":"strong"}]},{"text":" - The only records returned will be those where there is no record from this subordinate table. For example, when searching for Work Orders and you select Not Exists for the Notes Log, you will get Work Orders that ","type":"text"},{"text":"don’t have","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" any notes. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Exists","type":"text","marks":[{"type":"textColor","attrs":{"color":"#0747a6"}},{"type":"strong"}]},{"text":" - This is the opposite of Not Exists. So, for the example above, the search will return any Work Orders that ","type":"text"},{"text":"have","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" a Notes Log record. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Match All","type":"text","marks":[{"type":"textColor","attrs":{"color":"#0747a6"}},{"type":"strong"}]},{"text":" - With Match All selected, only records where all the records on this subordinate table are selected will be returned. An example of this would be for a Work Order query where the Phase is set to Match All and a Shop is selected. The only Work Orders returned will be ones where ALL the Phases have a specific shop.","type":"text"}]},{"type":"paragraph"}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"⚪ Comprehensive List of Operators","type":"text"}]},{"type":"expand","attrs":{"title":"Click here for 👉 Comprehensive List of 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ago","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#e1e4e6","rowspan":1,"colwidth":[475.0]},"content":[{"type":"paragraph"},{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"center","width":492,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":700,"alt":"image-20240329-223205.png","id":"b224ac79-b992-4a40-83f5-30abb9f1b720","collection":"contentId-487260226","type":"file","height":92}}]},{"type":"paragraph"}]}]},{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"background":"#edf0f1","rowspan":1,"colwidth":[151.0]},"content":[{"type":"paragraph","content":[{"text":"Last","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#edf0f1","rowspan":1,"colwidth":[338.0]},"content":[{"type":"paragraph","content":[{"text":"The field must be within the listed timeframe (date fields only)","type":"text"}]},{"type":"paragraph","content":[{"text":"Options: year, month, week, day, hour","type":"text"}]},{"type":"paragraph","content":[{"text":"Record returned within last the month","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#edf0f1","rowspan":1,"colwidth":[475.0]},"content":[{"type":"paragraph"},{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"center","width":470,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":694,"alt":"image-20240329-223321.png","id":"9d7061cd-4028-45e6-a552-36e46de00813","collection":"contentId-487260226","type":"file","height":96}}]},{"type":"paragraph"}]}]},{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"background":"#e1e4e6","rowspan":1,"colwidth":[151.0]},"content":[{"type":"paragraph","content":[{"text":"Next","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#e1e4e6","rowspan":1,"colwidth":[338.0]},"content":[{"type":"paragraph","content":[{"text":"The field must be within the listed timeframe (date fields only)","type":"text"}]},{"type":"paragraph","content":[{"text":"Options: year, month, week, day, hour","type":"text"}]},{"type":"paragraph","content":[{"text":"Returns records with desired completion date in the next 5 days","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#e1e4e6","rowspan":1,"colwidth":[475.0]},"content":[{"type":"paragraph"},{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"center","width":472,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":686,"alt":"image-20240329-223517.png","id":"cbf71113-1ca5-47e2-861d-e08e1c49a7cf","collection":"contentId-487260226","type":"file","height":95}}]},{"type":"paragraph"}]}]},{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"background":"#edf0f1","rowspan":1,"colwidth":[151.0]},"content":[{"type":"paragraph","content":[{"text":"Column","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#edf0f1","rowspan":1,"colwidth":[338.0]},"content":[{"type":"paragraph","content":[{"text":"One of the more powerful operators that compares two different database columns","type":"text"}]},{"type":"paragraph","content":[{"text":"Returns phases where the actual cost has exceeded the estimated cost. Find this in the phases costs:","type":"text"}]},{"type":"paragraph","content":[{"text":"Options: =Column, >Column, >=Column, =%Column, <=%Column","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#edf0f1","rowspan":1,"colwidth":[475.0]},"content":[{"type":"paragraph"},{"type":"paragraph"},{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"center","width":460,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":643,"alt":"image-20240329-223745.png","id":"a5d17b32-9770-44f9-8a4e-287e47387c2f","collection":"contentId-487260226","type":"file","height":92}}]},{"type":"paragraph"},{"type":"paragraph"}]}]},{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"background":"#e1e4e6","rowspan":1,"colwidth":[151.0]},"content":[{"type":"paragraph","content":[{"text":"User","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#e1e4e6","rowspan":1,"colwidth":[338.0]},"content":[{"type":"paragraph","content":[{"text":"Returns all records created by whoever is logged in at the time","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"background":"#e1e4e6","rowspan":1,"colwidth":[475.0]},"content":[{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"center","width":466,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":642,"alt":"image-20240329-224338.png","id":"c1a92ead-54aa-423f-bfb8-e86322520aa3","collection":"contentId-487260226","type":"file","height":221}}]},{"type":"paragraph"}]}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"🟩 Extra Credit","type":"text"}]},{"type":"paragraph","content":[{"text":"Back to top","type":"text","marks":[{"type":"link","attrs":{"href":"https://uoadminservices.atlassian.net/wiki/spaces/WCC/pages/487260226/Queries+101+-+Basics#Table-of-Contents"}}]}]},{"type":"paragraph","content":[{"text":"Now that you have studied all of the materials above, here is a video by AssetWorks to help you tie everything together. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":944,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1130,"alt":"AiM IQ - 100 - What is a Query - 4.mp4","id":"a68a4b58-dcc9-4d49-b47f-22a02b5c6261","collection":"contentId-487260226","type":"file","height":950}}]},{"type":"paragraph"}],"version":1}

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