Queries

Aurea Query Languge (AQL)

The Aurea Query Language (AQL) allows you to define queries in the AQL Syntax field and is similar in syntax to SQL which is commonly used to define database queries. AQL uses a specific syntax which is described in detail in the Aurea CRM web Administrator Guide, see AQL (Aurea Query Language) in the Aurea CRM web Administrator Guide.

1. F1 = 1 AND F1 = 2 AND F1 = 3 was interpreted before as F1 = 1 OR F1 =2 OR F1 = 3 ➔ F1 IN(1,2,3).
2. F1 != 1 OR F1 != 2 OR F1 != 3 was interpreted before as F1 !=1 AND F1 != 2 AND F1 != 3 ➔ F1 NOT IN (1,2,3).

The input field for AQL statements is located at the top of the query window:

The lower area allows you to define conditions using the Aurea CRM web GUI. When defining conditions using the UI, The corresponding AQL statement is displayed in the AQL Syntax area. This helps you familiarize yourself with AQL.

Defining a New Query

You can define queries in two ways:

• Using AQL (Aurea Query Language), entered in the AQL Syntax field. For more information on the AQL syntax, refer to the Aurea CRM web Administrator Guide.
• Using Aurea CRM web's GUI, which allows you to select the desired filter criteria. This is the method described in this manual.

To define a new query:

1. Click on (Queries & Analyses) and select New Query from the menu.

   The New: Query page is displayed.

   

2. Enter a name for the query in the Query name field. Define the query as either a Private query or a Public query. Private queries can only be accessed by the rep that created the query.
   Note: You can however provide other users with private queries, see Sending a Query Definition to another Rep.
3. Enable the Include Affiliations option (if available) to return records added for affiliates in the results. For more information, see Affiliation View in your product-specific manual that can be downloaded from https://support.aurea.com.
4. Click on (Add Info Area) to open the Select Info Area dialog box.
   Note: All info areas that you can access are listed. Your administrator is responsible for determining which info areas you can access.
5. Select an info area. The Select Fields dialog box is opened.

   

6. Select the fields from this info area that you want to display.
   • Available Fields: This box lists all fields in this info you can access. Your administrator is responsible for defining access to fields. You can also enter a portion of the desired name in the Field name field. The field number and type is displayed in parentheses following the field name, see Field Data Types.
   • Use the By No. and Alph. button to sort the field names alphabetically or by field number. Select the desired fields by clicking on them and click on the button to transfer the field to the list of Output Fields.
   • Output Fields: This area lists the fields that are displayed in the list of results. Each field is displayed in a separate column.

     Select the desired fields in the list of output fields and click on the button to remove the fields from the list of output fields. The button removes all of the fields from the Output Fields list. Use the and buttons, to change the order of the fields.

   • Sort Fields: Select a field in the list of Output Fields and click on to add the field to the Sort Fields list. These fields are used to automatically sort the results. Double-click on a field to change the sort order (ascending or descending).

     Click to remove the selected field. Click to remove all the sort fields from the list. Use the and buttons, to change the sort order of the fields.

   Note: You can select multiple fields by pressing the Ctrl key, see Selecting Multiple Records.
7. Click the Add to Query button to add your selection to the query.
8. Define the conditions in the query, see Conditions.
9. Save the query.

Editing Queries

If you edit an existing query (e.g. add info areas, fields or conditions), an asterisk (*) is displayed following the name of the query in the header. The asterisk continues to be displayed until you save the changes.

If you save an edited query under the same name, the query is overwritten immediately. If you change the name of the query and another query with the same name exists, you are asked whether you wish to overwrite the existing query.

Loading Queries

To load an existing query:

1. Select (Reporting) > Queries.

   The Queries page opens. The State column indicates whether the query is private or public.

   

   Select Run from the context menu to run a query directly from the list.

2. Enter search criteria to restrict the queries displayed.
3. Use the context menu or double-click on a query to open it. The query is loaded.

   

4. Edit the query by adding or removing info areas and conditions.
5. Define the maximum number of rows displayed by the query.
6. Click Run Query to run the query.

   The results are listed at the bottom of the page. The number of results displayed per page depends on your settings, see Handling Tab. The default value is 50 hits per page. If more results are returned than are displayed per page, use the navigation arrows to switch between pages.

7. Click on Save as Query Snapshot to save the results list. Define the maximum number of rows to be saved and whether the result should be saved as public or private.
8. Click (Export (MS Excel)) to export your query to an Excel file, see Exporting.

Executing Queries

You can execute queries in two ways: immediately or in the background. When executing a query immediately, you need to wait until the query has executed before you can continue working. You should therefore only execute a query if you are sure that you have defined a query that returns the desired results or is quick to execute.

To execute a query:

1. Load the desired query, see Loading Queries.
2. You can execute the query in two ways:
   • Click (Run Query). The query is executed immediately and you can only continue working once it has finished executing.
   • Click on (Run Query in Background). You can continue working with the application and the query is scheduled for execution in the background. You receive a message when the query has executed, see Background Queries.

   If the query is executed immediately, the results are listed at the bottom of the page. The number of results displayed per page depends on your settings, see Handling Tab. The default value is 50 hits per page. If more results are returned than are displayed per page, use the navigation arrows () to switch between pages.

Deleting Queries

You can delete queries in two ways:

• Select Delete from the context menu in the results list
• Click on (Delete) in tab view when viewing the query.

To prevent the deleted query from being displayed, you need to reopen the view or invalidate your cache.