NiUG Discovery 2011 Advanced IQA Half-Day Session

1. NiUGDiscoveryBaltimoreOctober 18-21

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14. Crystal Reports IQA NiUG Discovery Baltimore October 18-21

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18. Run NiUG Discovery Baltimore October 18-21

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23. •  •  iMIS   NiUG Discovery Baltimore October 18-21

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30. • CsContact CsActivity • • iMIS ID • ID • Full • Activity Name Type • Informal • UF 1 • • Email • UF 2 NiUG •… •… Discovery Baltimore October 18-21•

32. Equals is the most common link type. NiUG Deletes a Discovery link Baltimore October 18-21•

33. You will have one less Link than total number of Biz Objs. NiUG Discovery Baltimore October 18-21•

34. Filters limit result sets. NiUG Discovery Baltimore October 18-21•

35. Filters limit result sets. Books football NiUG Discovery Baltimore October 18-21•

38. Multiple option only available on certain fields and comparisons. NiUG Discovery Baltimore October 18-21•

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40. Click to delete a filter NiUG Discovery Baltimore October 18-21•

42. If no Alias is NiUG specified, this is used. Discovery Baltimore October 18-21•

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67. CsCs NiUG Discovery Baltimore October 18-21

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78. Adds – which Active Constituents have no activities? NiUG Discovery Baltimore October 18-21

79. Adds – with no event activities? NiUGOther activities are included Discovery Baltimore October 18-21

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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. 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. vBoCsContact.FirstName+ +vBoCsContact.LastName+ +is the +vBoCsContact.Title+. NiUG Discovery Baltimore October 18-21

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. 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. SQL Expression in the list of displayed fields after being added NiUG Discovery Baltimore October 18-21

125. Results of the IQA NiUG Discovery Baltimore October 18-21

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. This is great for codelookup tables. NiUG Many are already built Discoveryin. See the doc Baltimore system. October 18-21

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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NiUG Discovery 2011 Advanced IQA Half-Day Session

Kye Hittle

NiUG Discovery 2011 Advanced IQA Half-Day Session