Define a Comparison Clause

A Comparison Clause is a Query Clause that finds all records containing a field with a particular value.

Use the Query Builder window to create a Comparison Clause.

When you define this type of clause, you define:

  • Field: Field for which you want to find a value.
  • Operator: Word or phrase (equals, greater than, contains) that provides the necessary information for two values to produce an output.
  • Value: Value for which the clause searches.

Good to know:

  • Expressions, Stored Values and system functions appear as folders after the Fields if they are available.
  • Some operators are only shown for particular data types (example: "Like" is only available for text Fields).
  • If the Field is validated, the Legal Values ButtonLegal Values Button displays on the right of the drop-down list. It allows you to select from a list of appropriate values.
  • If Globalization is enabled for your system, you may be able to choose Lookup Object values from different cultures.

To create a Comparison Clause:

  1. Open a Query Builder.
  2. Select New, and then select Comparison Clause.

    The Comparison Clause section opens.

  3. Select the Field for which you want to find a value (example: Call Source):
    1. Select the Down arrow Arrow Down Black Sort next to the left-most drop-down list to reveal the list of applicable Fields.
    2. Select a Field from the list.

      The value drop-down list (far right drop-down list) automatically populates.

      For a join table, select the join table from the drop-down list.
      Important: To see the join table option in the drop-down list, you must first define link options to use a join table under Relationship Properties.
  4. Select the Operator drop-down list to reveal applicable operators, and then select an operator.
  5. Provide a value or select the Down arrow next to the far right drop-down list to reveal applicable options and Tokens, including:
    • Fields
    • System Functions
    • Prompts
    • Expressions
    • Stored Values
    • Metric Values
  6. Select a Value from the list (this is the value the search will look for).

    The Comparison Clause displays in the Query.

  7. Add additional clauses to refine your search (optional).
    Note: If you are using the Stored Query Builder, use the Options button to define additional options, including availability and icon image.

  8. Select Save.