Configuring Queries

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:

To add a query:

  1. Define a configuration unit that calls the analysis:
  2. Assign the Query action template to the desired configuration unit, >> Query.
  3. Add the configuration unit to the desired info area.