Administer > Database administration > Data persistence > Queries > Create a query using a simple query expression

Create a query using a simple query expression

Applies to User Roles:

System Administrator

In this example, a query is performed on a specific assignee for all contracts in Configuration Management. Once stored, operators or groups of operators can access the query and automatically generate a list of records without reentering the detailed search criteria.

Note: You must have the capability word QueryAdmin or query.stored.mod operator record to add or edit stored queries.

To create a query using a simple query expression:

  1. Click Configuration Management > Contracts > Contracts.
  2. Use the Fill function in the Assignee field to choose an assignee. For this example, Carlton Hulman was chosen.
  3. Open the More Actions menu and choose Expert Search.

    The Query form opens. The new query is displayed in the Query field. For this example, the query for Carlton Hulman is displayed as follows: assignee#"Carlton.Hulman"

  4. On the Query form, click Keys.

    Note: Do not modify the automatically-generated query string, assignee#"Carlton.Hulman", as it appears in the Query field.

  5. On The Key Window (keylist form), type a key number to select the number of positions for the assignee.name key in the query. For example, type the number 3 to select 3 positions.
  6. Click OK.

    The Sort Fields field in the Query Window is now modified to agree with the key definition you selected.

  7. On the Query form, click Store to create the querystored file.
  8. Fill in the following fields:

    • In the Access List field, type in the Query Groups or Operator Names that you want to have access to this query. If you want all users to have access, leave the list blank.
    • In the Name field, type a unique name for your query.
    • In the Description field, type an explanatory description.
  9. Click Add.

    The following message confirms your entry was successful: Query added to querystored file.

  10. Continue to further refine your search criteria, or click Search. You can also click any record in the list of returned records to view the details.