See the Aurea CRM web Administrator Guide on defining a query.
Queries can be executed on- and offline. However, if a query was not explicitly set to RequestOption = online:
- Multiple child relations are not supported.
SUMMED relations are not available.
To add a query:
- Define a configuration unit that calls the analysis:
- Assign the Query action template to the desired configuration unit, >> Query.
- Add the configuration unit to the desired info area.