Storing Queries

This topic has information about saving and loading queries.

The Query.LoadFrom and Query.SaveTo Web Configuration parameters determine from where queries are loaded and where they are saved. For further details, see Query.LoadFrom and Query.SaveTo.

Depending on the Query.SaveTo Web Configuration parameter queries defined in Aurea CRM.Web are saved

  • as formats of type "query" in the Aurea CRM database (default)
  • as configuration units in the CRM.Designer database
  • as both

Queries defined in Aurea CRM.Web can be saved as either "public" or "private". For further details, see Format Types for Queries and Analyses:

  • Private queries are saved in the current user's configuration if Query.SaveTo = "CRM.Designer" or under the current user's name if Query.SaveTo = "Aurea CRM".

  • Public queries are saved in the current user's highest writable parent configuration or in the configuration specified in the DesignerConfiguration.PublicSaveConfiguration Web Configuration parameter if Query.SaveTo = "CRM.Designer" or without a user name (if Query.SaveTo = "update.CRM". For further details, see DesignerConfiguration.PublicSaveConfiguration.

Queries defined in CRM.Designer are always saved as configuration units in the CRM.Designer database.

The queries that are available for users in Aurea CRM.Web depends on the Query.LoadFrom Web Configuration parameter.

Default: "both, CRM.Designer first", i.e. the query is first searched in the CRM.Designer database, and if not found, it is loaded from the Aurea CRM database.

It is recommended that queries that are defined for customization purposes (to display a query result, an analysis or query results on generic form) are stored in the CRM.Designer database. Thus, the query is also transferred with the referencing objects during a bulk download and upload.

If you define all queries (and analyses) that are directly referenced in the configuration in CRM.Designer, you can set both Query.LoadFrom and Query.SaveTo to "update.CRM". Users does not see the queries and analyses used by the configuration when they search for queries and analyses in Aurea CRM.Web.

Queries that are executed in batch operations by CRM.server (e.g. Marketing Activity Execution) require the default setting Query.SaveTo = update.CRM.