CSM 10.5 Documentation

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Query Builders

A Query Builder allows you to build Queries through the use of one or more independently created Clauses. Each Query Builder is dynamic and provides specific options based on the purpose of the Query you are building.

CSM provides Users with three types of Query Builders:

  1. Stored Query Builder: The Stored Query Builder allows you to create a Saved Search and save it to the database as a Saved Search.
  2. Quick Search Query Builder: The Quick Search Query Builder allows you to create a Quick Search.
  3. Custom Query Builder: The Custom Query Builder allows you to create an exclusive search that finds all records meeting a unique criteria.

Query Builders can be found in the following locations:

Automation Processes Type of Query Builder
Simple Action/Event

Stored Query Builder

Threshold-based

Stored Query Builder

Custom Query Builder

Visual workflow

Stored Query Builder

Custom Query Builder

External Tables Type of Query Builder
Administrator>Database>Import External Data>Filter

Stored Query Builder

Knowledge Type of Query Builder
Knowledge Source

Stored Query Builder

One-Step Actions Type of Query Builder
Condition Page

Stored Query Builder

Quick Search Type of Query Builder
Quick Search Pane

Quick Search Query Builder

Task Pane Quick Search

Quick Search Query Builder

Reporting Type of Query Builder
Existing Report

Stored Query Builder

Wizard (Saved Search Page)

Stored Query Builder

Saved Searches Type of Query Builder
Business Objects

Custom Query Builder

Scheduler Type of Query Builder
Portal Credentials

Stored Query Builder

Widgets Type of Query Builder
Action Catalog Widget

Custom Query Builder

Chart Widget

Stored Query Builder

Custom Query Builder

Filter Widget

Stored Query Builder

Custom Query Builder

Gauge Widget

Stored Query Builder

Custom Query Builder

Matrix Widget

Stored Query Builder

Custom Query Builder

Search Results List Widget

Stored Query Builder

Custom Query Builder

Search Widget

Custom Query Builder


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