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NiUG Discovery 2011 Advanced IQA Half-Day Session

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These are the slides I used during my half-day session during the half-day session, "Advanced IQA ," at NiUG Discovery 2011 in Baltimore, MD. Feel free to use them as the basis for your own training sessions.

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NiUG Discovery 2011 Advanced IQA Half-Day Session

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  14. 14. Crystal Reports IQA NiUG Discovery Baltimore October 18-21
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  23. 23. •  •  iMIS   NiUG Discovery Baltimore October 18-21
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  30. 30. • CsContact CsActivity • • iMIS ID • ID • Full • Activity Name Type • Informal • UF 1 • • Email • UF 2 NiUG •… •… Discovery Baltimore October 18-21•
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  32. 32. Equals is the most common link type. NiUG Deletes a Discovery link Baltimore October 18-21•
  33. 33. You will have one less Link than total number of Biz Objs. NiUG Discovery Baltimore October 18-21•
  34. 34. Filters limit result sets. NiUG Discovery Baltimore October 18-21•
  35. 35. Filters limit result sets. Books football NiUG Discovery Baltimore October 18-21•
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  38. 38. Multiple option only available on certain fields and comparisons. NiUG Discovery Baltimore October 18-21•
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  40. 40. Click to delete a filter NiUG Discovery Baltimore October 18-21•
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  42. 42. If no Alias is NiUG specified, this is used. Discovery Baltimore October 18-21•
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  67. 67. CsCs NiUG Discovery Baltimore October 18-21
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  78. 78. Adds – which Active Constituents have no activities? NiUG Discovery Baltimore October 18-21
  79. 79. Adds – with no event activities? NiUGOther activities are included Discovery Baltimore October 18-21
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  112. 112. Note! Arrows will not display in Edit mode – only at run-time. Keywords key_contact Customers iMIS ID key_event Events Order No key_order Orders Order No Full list: http://docs.imis.com/15.1/index.asp?t opic=/15.1/29699.htm NiUG Discovery Baltimore October 18-21•
  113. 113. Click the Run button and IQA will enter the @date command, which means current date. NiUG Discovery Baltimore October 18-21•
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  121. 121. vBoCsContact.FirstName+ +vBoCsContact.LastName+ +is the +vBoCsContact.Title+. NiUG Discovery Baltimore October 18-21
  122. 122. If you have an iQA that uses an email/URL field (e.g. CsContact.Email) in a business object and would like it to appear as a link that users can click on when the query returns results, you can do the following:1. In your IQA query go to the Display tab.2. Mode: Advanced3. View: All 1 NiUG 2 3 Discovery Baltimore October 18-21
  123. 123. 4. Scroll to the very bottom where you see the Custom SQL Expression area.5. Enter the following into the SQL Expression field: char(60) + a href="mailto: + vBOCsContact.email + " + char(62) + vBoCsContact.Email + char(60) + /a + char(62) Note: leave out mailto:’ + for URL values6. Give the SQL Expression an Alias, such as LinkedEmail7. Click the symbol to add it to the list of display fields NiUG Discovery Baltimore October 18-21
  124. 124. SQL Expression in the list of displayed fields after being added NiUG Discovery Baltimore October 18-21
  125. 125. Results of the IQA NiUG Discovery Baltimore October 18-21
  126. 126.  From the Tools Nav Bar, go to Utilities > User defined tables Look for Build All to the far right This will build Bus Objects for all your custom tables NiUG Discovery Baltimore October 18-21
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  128. 128. This is great for codelookup tables. NiUG Many are already built Discoveryin. See the doc Baltimore system. October 18-21
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  131. 131. Notice how thesearch criteria onthis Public Viewsite are identicalto the searchcriteria defined inthe IQA query onthe previous slide NiUG Discovery Baltimore October 18-21
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