SEARCH WIZARD (QUERY WIZARD) Runtime Option

Overview

The Search/Query Wizard provides quick and powerful access to data.  Using a familiar Wizard type interface, you can easily create and save your own queries.  These queries can be utilized to view specific data in a browse, print a report, or process records for any output you specify.  The interface can be accessed through a set of query buttons or a drop down list control, which displays a list of saved queries. 

See a full list of Runtime Options Here.

Here is an example video that shows how to add a Customer Lookup to an existing Date Range Search in orders.  It should give you a taste of how the runtime options can be added to an existing search or as a new search.

Search Runtime Options Video

Sales: Customer Orders

The following fields are now available for query:

The following fields are available for runtime lookup while building the query as well as for selection at runtime:

1.SelectBrokerRuntime - Broker/Salesperson - runtime expression

2.SelectCustomerRuntime - Customer

3.SelectFreightTermsRuntime - Freight Terms

4.SelectPaymentTermsRuntime - Payment Terms

5.SelectPrincipalProductRuntime - Principal Product

6.SelectPrincipalRuntime - Principal/Supplier

7.SelectShipViaRuntime - Ship Via

8.SelectFromDate - From Date

9.SelectThruDate - Thru Date

The Runtime option list for a specific table are available under Runtime Options (information help).

How to create runtime queries

Select one of the above runtime fields from the Fields to Evaluate list:

As an example, select the Is Equal To operation:

Normally you would click the button to look up and select the value (record identifier #) if you wish to create a fixed query for that value (or include it in a multi-field query).

If you wish to allow the user to select from a displayed list of records, you would select the Expression option and enter the Runtime Expression from the above list.  In this example we are typing in SelectBrokerRuntime.

You can then add additional conditions or save the query with just the one runtime expression.  In the example below, this query would display a list of brokers/salespeople when the query is selected.  Selecting a broker would then result in only customers’ orders being displayed for that broker.

An additional condition could be SelectCustomerRuntime if users need to show all orders for a specific broker and customer:

You can also drill down to specific orders containing a specific product.

Dates

The following order dates are available:

Dates can be set within the query via the pop up calendar or they can be selected at runtime.

For example, to create a query to allow the user to select start and end dates via calendar:

The runtime expressions to use are SelectFromDate and SelectThruDate. 

Access Levels: Private vs Public Queries

You can now create private queries where only the user that created the query can see them.

Queries are now saved with the user’s server login ID.  Users have the option of classifying queries that they create as Public or Private.

Here is a query that Greg created for Private use.  Notice the icon next to the query has a padlock, indicating that it is private.  This helps to prevent other people from changing or deleting queries.

There is a Show Owner Items Only checkbox under the query list to the left.  Check this to show only the queries that you created, whether for public or private use.

The first query window has an Access button:

Select Unassigned if you do not care to save your user ID with the query else select the Owner option to indicate that you created the query.  Select Public or Private in the Visibility section as desired.

Queries can be documented via the Notes option:

The Info button displays information about the query:

The Window Options lets you choose to display the extended information on the bottom or to the right of the list and buttons:

To the right:

Customers and Prospects (F6)

The following fields are now available for query:

The following fields are available for runtime lookup while building the query as well as for selection at runtime:

1.SelectBrokerRuntime - Broker/Salesperson (primary) - runtime expression:

2.SelectBrokerRuntime - Broker/Salesperson (secondary) - runtime expression:

3.SelectPaymentTermsRuntime - Credit Terms

4.SelectCampaignRuntime - Marketing Campaign (that customer originated from)

5.SelectRegionRuntime - Region (SW, SE, NE, MW, or however you want to use)

6.SelectSourceRuntime - Source

7.SelectTypeRuntime - Type

You can combine these with fixed value fields. 

For example, to create a private query that shows Greg’s customers and prospects for a specific region, it would look like this:

I have one private query so if I check the Show Owner Items Only and the Private checkboxes, only that query will show.  This is useful in a multi-user system where the queries could run into the dozens or even hundreds.

It is important to remember that queries are sorted alphabetically by description.  Some techniques can be used to group queries together.  Prefix the description with a “.” (a period) to sort it to the top of the list.  This is handy for putting the most used queries at the top of the list.  For date queries, prefix with Date to group the date type queries together.

Action Log (F8)

The following fields are now available for query:

The following fields are available for runtime lookup while building the query as well as for selection at runtime:

1.SelectActionRuntime - Action

2.SelectAssignedRuntime - Assigned To

3.SelectContactRuntime - Contact

4.SelectCustomerRuntime - Customer

5.SelectEnteredRuntime - Entered By

6.SelectFromDate - From Date

7.SelectFromDate - Thru Date

Date range looks like this:

CRM: Opportunities

The following fields are now available for query:

The following fields are available for runtime lookup while building the query as well as for selection at runtime:

1.SelectCustomerRuntime

2.SelectContactRuntime

3.SelectBrokerRuntime

4.SelectPrincipalProductRuntime

5.SelectPrincipalRuntime

6.SelectStartDate

7.SelectSampleSentDate

8.SelectPriceExpiresDate

9.SelectClosingDate

10.SelectTargetSaleDate

Customers

The following fields are now available for query:

The following fields are available for runtime lookup while building the query as well as for selection at runtime:

1.SelectTermsRuntime

2.SelectContactRuntime

3.SelectBrokerRuntime

4.SelectBrokerRuntime (backup broker)

5.SelectRegionRuntime

6.SelectSourceRuntime

7.SelectTypeRuntime

Principals / Vendors

The following fields are now available for query:

Customer Contracts

The following fields are now available for query:

The following fields are available for runtime lookup while building the query as well as for selection at runtime:

1.SelectCustomerRuntime

2.SelectPrincipalRuntime

3.SelectBrokerRuntime

4.SelectTermsRuntime

5.SelectShipViaRuntime

6.SelectPrincipalProductRuntime

Products (F4)

The following fields are now available for query:

The following fields are available for runtime lookup while building the query as well as for selection at runtime:

1.SelectPrincipalRuntime

2.SelectLabelRuntime

Product Sales Drilldown

The following fields are available for runtime lookup while building the query as well as for selection at runtime:

1.SelectCustomerRuntime

2.SelectPrincipalRuntime

3.SelectBrokerRuntime

4.SelectPrincipalProductRuntime

Sample Orders

The following fields are now available for query:

The following fields are available for runtime lookup while building the query as well as for selection at runtime:

1.SelectBrokerRuntime

2.SelectCustomerRuntime

3.SelectFreightTermsRuntime

4.SelectPrincipalProductRuntime

5.SelectShipViaRuntime

Full List of Runtime Options:

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