CAT ADMINISTRATION

Chapter 9. CUSTOMER SUPERUSER

   

 

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Creating a New Query

You can create a query by selecting the query category/type, adding parameters, selecting the desired output fields, and scheduling the query run time and frequency.

To create a query:

1. On the Smart Application Group Editor screen (see Using the Smart Application Group Editor (SAGE) for details), select the desired query type from the Create a New Query menu; User, Items or Acquisitions Orders.
2. Click the New Query button.
   • The Select Parameters screen displays.

3. Select the first parameter by which query content will be determined from the Select field to search menu.

   NOTE: The available fields depend on the currently selected query type (see Field Definitions for details).

   • The screen refreshes to display the Value fields.
4. Select the desired “matching” type for the search field from the Value menu:
   • Equal – The query will include records in which the content of the search field is an exact match to the value specified.
   • NotEqual – The query will include records in which the content of the search field is not an exact match to the value specified.
   • GreaterThan – The query will include records in which the content of the search field is greater than the value specified.
   • LessThan – The query will include records in which the content of the search field is less than the value specified.
   • Between – The query will include records in which the content of the search field falls between the values specified (inclusive of the specified values).
   • Like – Used in conjunction with the "%" wildcard. The query will include records in which the content of the search field is similar to the value specified, as follows:
     • (value)% will include records in which the content of the search field begins with the value specified.
     • %(value) will include records in which the content of the search field ends with the value specified.
     • %(value)% will include records in which the content of the search field contains the value specified.
   • NotLike – Used in conjunction with the "%" wildcard. The query will include records in which the content of the search field is not similar to the value specified, as follows:
     • (value)% will include records in which the content of the search field does not begin with the value specified.
     • %(value) will include records in which the content of the search field does not end with the value specified.
     • %(value)% will include records in which the content of the search field does not contain the value specified.
5. Enter the desired value in the Value text box.
   • When specifying text values, characters are not case sensitive.
   • When specifying date values, click the Date Entry Calendar icon to select the desired date using the Date Entry Calendar (see the System Basics User Guide for details).
   • When selecting values from a menu, click the desired value (the selection will be highlighted). To select multiple values, press and hold the Ctrl key, then click each desired value.
6. If desired, click the Add Another Parameter button to add another parameter.
   • The screen refreshes to display an additional Select field to search menu.
   • Specify the desired search field and value as described in steps 4 and 5.
   • Repeat step 6 to add additional parameters as desired.

   NOTE: You may remove the most recently added parameter by clicking the Remove Last Parameter button.

7. When all desired search parameters have been entered, click the Next button to specify the fields to be included in the query output report.
   • The Select Output Fields screen displays.

8. Select the fields to be included in the query output report:

   NOTE: The available fields depend on the currently selected query type.

   • To add a field to the query output report, highlight the desired field in the List of Available Fields list box, then click the Add button.
     • The selected field is removed from the List of Available Fields list box and added to the Selected Fields list box.
   • To remove a field from the query output report, highlight the desired field in the Selected Fields list box, then click the Remove button.
     • The selected field is removed from the Selected Fields list box and returned to the List of Available Fields list box.
   • To reposition a field, highlight the desired field in the Selected Fields list box, then click the Move Up or Move Down button as necessary.

   NOTE: Selected fields are shown in the query output report in the order listed in the Selected Fields list box.

9. When all desired output fields have been selected, click the Next button to save the query parameters.
   • The Save Report for Future Use dialog displays.
10. Enter a name for the query in the Name of this report text box, then click the Save button. (Click the Cancel button to close the dialog without saving your query.)
    • The Save Report for Future Use dialog closes automatically, and the Query Results screen displays.

• The Query Results screen lists all records that match the specified search criteria. Each line in the listing shows the system-assigned userid, along with the values for each selected output field.
• The screen is initially sorted in ascending numeric order by userid.
• To re-sort the list:
  • Click a column head to sort the list according to the selected column.
  • Clicking a column head repeatedly will toggle the sort order between ascending and descending sort order.

11. Use the checkboxes associated with each record to include or exclude the associated record from "batch" processing.
    • A checkmark indicates the associated record will be included in "batch" processing.
    • An empty checkbox indicates the associated record will be excluded from "batch" processing.
    • Clicking a checkbox repeatedly will toggle it on and off.
    • Click the Select All button to select the checkboxes for all records in the list.
    • Click the Clear All button to deselect the checkboxes for all records in the list.
12. When all desired records have been selected for processing, click the Next button.
    • The Select Fields for Update screen displays.

NOTE: The fields available for update depend on the currently selected query type.

13. Use the Update Fields checkboxes to select the fields you wish to modify.
    • A checkmark indicates the associated field will be modified.
    • An empty checkbox indicates the associated field will not be modified.
    • Clicking a checkbox repeatedly will toggle it on and off.
14. For each field selected for modification, enter the new value for the field in the associated New Value to be Assigned text box, or select the desired value from the associated New Value to be Assigned menu.
15. When new values have been specified for all fields selected for modification, click the Next button.
    • A summary screen displays the message “You are about to make the following changes to (number of records selected) records in your (database type) database! Do you want to continue making these changes?” and lists the fields selected for update along with the new value specified for each selected field.

16. Click the Yes – I am sure button if you wish to save the update query. (Click the Cancel button if you do not wish to save the update query.)
    • A confirmation dialog displays the message “Your update query has been saved. Do you want to schedule it now?”
17. Click the Yes button if you wish to schedule the update query. (Click the No button if you do not wish to schedule the update query.)
    • The Schedule This Report dialog displays.

NOTE: The Schedule This Report dialog lets you specify the date and time at which the update query will be run (allowing updates to be run during “off” hours). You can also use scheduling options to create recurring updates.

18. Select the desired interval from the Frequency to run menu; Once, Daily, Weekly or Monthly.
19. Specify the date and time at which you wish the update query to run using the Start Time fields.
    • Click the Date Entry Calendar icon to enter the “start date” using the Date Entry Calendar (see the System Basics User Guide for details).
20. Select the time at which you wish the update query to run using the Start Time “h” (hour) and “m” (minute) menus and the AM and PM radio buttons.
21. Click the Schedule button on the Scheduling Options screen to submit the update query. (Click the Cancel button to close the dialog and save the query without scheduling.)

    NOTE: If you do not select to schedule the update query at this time, you can schedule the update at a later time using the “edit” function (see Editing an Existing Query for details).

 

 

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