Format Types for Queries and Analyses

Format type used for queries and analyses.

The following format types are used for queries and analyses:

  • Private: The definition is stored per user.
  • Public: The definition is shared by all users. If the definitions are stored in the CRM.Designer database, they are stored in the highest writable parent configuration.
  • All: The standard designer logic is applied. For an analysis name, all private, all public and all analyses defined above the configuration for public analyses are searched.

Queries can be saved in the CRM.Designer and/or Aurea CRM database. For further details, see Storing Queries.

Queries are divided into public queries available for all users and private queries that only belong to one user.

For queries stored in the Aurea CRM database, this difference is stored in the format for public queries the User field is empty. Queries that are stored in/loaded from the CRM.Designer database, the definition whether a query is private or public depends on the following:

  • For loading queries, all queries in the user configuration are private and all queries in one of the parent configurations are public.
  • For saving queries, private queries are stored in the current configuration and public queries are stored in the highest writable parent configuration.

A configuration structure allowing users to load and save private and public queries is shown in the following graphic:

Analyses are always saved in the CRM.Designer database, even if the underlying query comes from the Aurea CRM database. Public analyses (defined in Aurea CRM.Web) are stored in the highest writable parent configuration.

Use the DesignerConfiguration.PublicSaveConfiguration Web Configuration parameter to define the configuration where public queries and analyses are stored. For further details, see DesignerConfiguration.PublicSaveConfiguration.

Note: If the parent configuration of the user configuration is read-only, the user gets an error message when trying to save a public query or analysis to the CRM.Designer database.