1. Data Management
  2. Dynamic Field Security
  3. Activities

Create dynamic query with the Wizard
Application task

You can use a dynamic query to define the data in the database to which a field security policy applies.

You can link a dynamic query to a condition that is applied to a field security policy.

This topic explains how to set up a dynamic query with the Query wizard.

You can also start the dynamic query wizard from an existing query to edit it.


Standard procedure

1. Go to Dynamic field security management > Setup > Dynamic query framework > Queries.
2. Click New.
3. Click New query using wizard.
4. Sub-task: Define the basic settings for the query.
  4.1 In the Query field, type a value.
  4.2 In the Description field, type a value.
  4.3 Define the maximum number of records that you want to show in the previews, as a result of the query.
  In the Number of records to show in preview field, enter a number.
  4.4 You can have the query only get the first record that is found by the query. This overrules the setting of the 'Number of records to show in preview' field.
  Select Yes in the Select only first record field.
  4.5 You can have defaults values shown in previews.
  Select Yes in the Use default value in preview field.
  4.6 Click Next.
5. Sub-task: Select the applicable tables for the query.
  5.1 The root table of the query always must be at the top of the list of selected tables. To make sure this is the case, you are advised to first select and add the root table. Then you can select and add other required tables in one go.
  In the Select the query tables pane, select the root table for the query
 

Note: You can use filter options to find the desired table.
  5.2 Click >.
  5.3 In the Select the query tables pane, select the other tables to be added to the query.
 

Note: You can select and add several tables in one go.
  5.4 Click >.
  5.5 Except for the root table, for all tables you must define the parent table.
  In the right pane, in the list, find and select the desired record.
 

Note: The table hierarchy for the query must reflect the table hierarchy in the database. Click Table structure, to view the table relations for a selected table.
  5.6 In the Parent field, enter or select a value.
 

Note: You can only select a table as parent if it is also in the table selection of the query.
  5.7 Click Next.
6. Sub-task: Review or add table relations.
  6.1 You can review the table relations for any child table. If a relation already exists between a parent table and a child table, this relation is automatically loaded and shown.
  In the left pane, find and select the desired child table.
  6.2 Click Add.
  6.3 In the list, mark the selected row.
  6.4 In the Child field field, enter or select a field from the child table.
  6.5 In the Parent field field, enter or select the related field from the parent table.
 

Note: For each relation, you can define the relation settings: Query fetch mode, JOIN type, Level.
  6.6 Click Next.
7. Sub-task: Select the fields to be shown for the query.
  7.1 In the left pane, find and select the desired table.
  7.2 In the Select query fields pane, find and select the desired fields to be added to the query.
  7.3 Click >.
 

Note: You can use the Up and Down buttons to arrange the fields in the desired sequence.
  7.4 You can define by which field the query results are grouped.
  Select the Group by check box.
  7.5 You can define an aggregate function to group together the values of several records into one record.
Make sure, that you group the records by the right fields in the right order. If you define an aggregate, automatically, 'Group by' is selected for several fields. Check if this is the selection you need.
  In the Aggregate field, select an option.
  7.6 To review the query results in the preview, click Refresh.
  7.7 Click Next.
8. Sub-task: Define ranges for the query.
  8.1 You can use a query range to limit the query results to the applicable records only.
  In the left pane, find and select the desired table.
  8.2 In the middle pane, find and select the fields for which you want to add a range.
  8.3 Click >.
  8.4 For each added field, set the relevant condition.
  In the Condition type field, select an option.
  8.5 For each added field, set the value for the condition.
To set the value, you can use a fixed value, a function, or sometimes a built-in function.
  In the Value field, enter or select a value.
 

Note:
- For fields of type String or Date, some functions are already available as built-in function. For these fields, the Built-in functions tab is shown on the dialog. You can use these built-in functions to fill in the value of a condition.
- If you use a (built-in) function, the function results are not shown in the preview. To show a value in the preview, fill in the Preview default value field.
  8.6 If an empty value is returned, the condition is skipped in the query. However, you can include the 'empty' condition in the query.
For example, if for a date field, no date is defined, you can include the 'empty' date condition in the query.
  Select the Apply null range values check box.
  8.7 If you use, in the Value field, a:
- Fixed value, this value is the default value of the Preview default value field. You can change this value.
- (Built-in) function, to show a value in the preview, fill in the Preview default value field.
  In the Preview default value field, type a value.
  8.8 To review the query results in the preview, click Refresh.
9. Click Finish.
Related to Notes

Set up dynamic queries

 		 

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