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Queries - Create a Query

Introduction

You can use queries to display only specific types of entity records, but the query applies to that entity only. For example, if you created a query to display only Departments 01 and 02, then you could apply this query to the Departments records. However, it would not affect other entities, such as Employees, which would still display records for all departments. However, if you edited a Department field in an employee's record, then you could select only Departments 01 and 02.

Procedure

The following example shows you how to create a query to show only current employees who started working in 1999.

You are on the Employees Grid.

  1. Click the View Queries tab.
  2. Press Insert to see the Add Queries | Clauses tab.
  3. In the Code field, type E.START99.
  4. In the Description field, type New Staff in 1999.
  5. Click Save.

    You have created an empty query and now you have to enter the query parameters.

  6. Click Edit.
  7. Click No Restrictions, and then press Enter.
  8. Type s to move to the first field that starts with ‘s’.
  9. Scroll down to Start date.
  10. Double-click Start date to see the Operators list.
  11. Double-click is between to see the Values box.
  12. Type 01/01/1999 and 31/12/1999.
  13. Click OK to return to the Edit Queries | Clauses tab.

    Your E.START99 query now has the following clause:

    Start date is between 01/01/1999 and 31/12/1999.

    This clause will show only employees who started in 1999. Now you have to add a clause to show only current employees.

  14. Press Insert and press Enter.
  15. Click and, then press Enter.
  16. Type t to move to the first field that starts with ‘t’
  17. Scroll down to Termination date.
  18. Double-click Termination date to see the Operators list.
  19. Double-click is empty.

    Your E.START99 query now has the following clause:

    and termination date is empty.

  20. Click Save + Close to return to the Employees | View Queries Grid.

    You have entered the parameters for your E.START99 query. Now you can activate this query to see all current employees who started working in 1999. 

Query

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