Query Central

Modules>Module>Group Item>Query Central

The Query Central group item link stores all saved queries in a central area, giving you easy access from almost any group item. The saved queries are displayed by Module and organized by Table and User. From Query Central you can do the following:

• Run Queries Immediately
• Run Scheduled Queries

Query Central also hides many of the more complicated areas of the query tool, so you cannot add or edit queries in Query Central. Go to the group item Query page to create a query that can be stored here.

User Interface

Use the Module drop-down list to select any module in netFORUM.

Use the Table drop-down list to view a list of all tables on which the queries have been saved. Select a table to display the queries in that table only.

Use the User drop-down list to view a list of all users who have saved a query. Select a user to display only the queries saved by that user.

The Delivery Method drop-down list defaults to Run Immediately. If you select Schedule in the Delivery Method drop-down list, the Add - Query Export Task page displays after the Available data elements... page. Use the Add - Query Export Task page to set up the export and scheduling options. The send time automatically defaults to two minutes after your computer time. The default accounts for any discrepancies between your computer time and the server time.

Use the Available data elements... page to edit the columns, or data, that displays in the result. The default selections come from the original query.

Usage

From the Query Central group item link, you have the option to run a one time or periodic query immediately or on a schedule.

Running Immediate Queries

The main Query Central page can display all available queries simultaneously. However, selecting from the available options narrows your results and minimizes your search time.

To run a query immediately, use the following steps:

1. Select any group item from which you can run queries.
2. Click the Query Central group item link. The Query Central page displays.
3. Select a module from the Module drop-down list. Query tables from that module display.
4. Select a table from the Table drop-down list. Queries from that table within that module display.
5. Select a user from the User drop-down list. Queries saved from that user, in that table, and in that module display.

6. Select Run Immediately from the Delivery Method drop-down list.
7. Click the go button beside the query you want to run. The Available Data Elements page displays.
8. The selected check boxes come from the columns selected in the original query. The number in the text box beside each check box indicates the order of the columns in the result List page.
9. To edit the columns, clear the check boxes individually, or click the Clear Selected Data Elements button to clear all the check boxes. Then you can select the appropriate elements. Change the numbers to change the order in which the columns are displayed.
10. Click the Go button.
11. If the original query had the Ask at Run-Time check box selected. The Ask at Run-Time Values page displays.
    • If the value is still valid, and click go.
    • If the value is not still valid, clear the check box, and click go.
12. A titled List page displays with the query results.

Running Scheduled Queries

Scheduled Queries allow you to schedule a one-time or periodic query over a date range, so you can get the results quickly and efficiently.

To schedule a query, use the following steps:

1. Select any group item from which you can run queries.
2. Click the Query Central group item link. The Query Central page displays.
3. Select a module from the Module drop-down list. Query tables from that module display.
4. Select a table from the Table drop-down list. Queries from that table within that module display.
5. Select a user from the User drop-down list. Queries saved from that user, in that table, and in that module display.

6. Select Schedule from the Delivery Method drop-down list.
7. Click the go button beside the query you want to run. The Available Data Elements page displays.
8. The selected check boxes come from the columns selected in the original query. The number in the text box beside each check box indicates the order of the columns in the result List page.
9. To edit the columns, clear the check boxes individually, or click the Clear Selected Data Elements button to clear all the check boxes. Then you can select the appropriate elements. Change the numbers to change the order in which the columns are displayed.
10. Click the Go button.

11. If the original query had the Ask at Run-Time check box selected. The Ask at Run-Time Values page displays.

    • If the value is still valid, and click go.
    • If the value is not still valid, clear the check box, and click go.
12. The Add – Query Export Task page opens.
13. Fill in the Query export information for the Query as described in the table below:

    Field	Required	Description
    file name	Required	Enter the name of the export file.
    delimiter	Required	Enter the character you would like to use to define separate columns in the exported results file.
    separator	Optional	Enter the character you would like to use to define separate field values in the exported results file.
    exclude guid?	Optional	Click this check box to export the results of the query without the guid.

14. Fill in the Scheduling information for the task type as described in the table below:

    Field	Required	Description
    run task datetime	Required	This field defaults to two minutes after your computer time. The default accounts for any discrepancies between your computer time and the server time. To change the default, click anywhere in the field to see a calendar and time picker. Select the date and time you would like to run this Query. OR Click the Now link to run the Query immediately.
    execute after task	Optional	TBD
    notify template	Optional	Select an email template for the notification emails.
    notify email	Optional	Enter the email address that will receive notifications about this scheduled query.
    notify conditions	Optional	Gives you the following conditions to meet before netFORUM sends a notification email: on start? on success? on completion with errors? on failure?
    recurrence	Required	Select one of the following options from the drop-down list: Once (default) Daily Weekly Date of Month Week of Month

15.  Click the Save button. The Query Export Task Profile opens. Notice that the status is SCHEDULED.