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Add New Query for Execute Action

2 views 0 June 27, 2021 kbadmin

The Add New Query for Execute Action option enables you to create new Query for Execute Action records in the database. Perform the following procedure to create a new Query for Execute Action record:

  1. Click  button.

The Query– Add page is displayed.

  1. Enter the name of the query in the Query Name
  2. Enter the description in the Query Description
  3. Click the required object in the Select an object field. The fields are refreshed according to the selected Object.
  4. Enter the required parameters in the Parameters
  5. Enter the query in the Query
  6. Click the drop down list adjacent to the Query Type field and select the type of the query. Available options are the following:
    • Folder
    • Query
  7. Click the drop down list adjacent to the Sub Query of field and select a parent query. The drop down list displays the existing queries. You can also click the button to select a Query.
  8. Click the drop down list adjacent to the Query Scope field and select the scope of the query. Available options are the following:
    • Custom
    • System
  9. Select the check box adjacent to Query Exportable field, if you want to make the query data exportable.
  10. Click the drop down list adjacent to the Query Level field and select the Level of the query. Available options are the following:
    • Query Level 1
    • Query Level 2
    • Query Level 3
    • Query Level 4
    • Query Level 5
  11. The Owner field is auto populated with the name of the user who has created this record.
  12. Click button to save the Query information.

The details are saved and the query is displayed in the Query page.

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