Custom Query Builder

The Custom Query Builder allows you to create an exclusive search that finds all records meeting a unique criteria. The Custom Query Builder is dynamic and provides specific options based on the purpose of the Query you are creating.

Access the Custom Query Builder from multiple locations in CSM.

  1. Toolbar: Build the Query using these tools.
  2. Clause: Add a clause (Comparison, Group, Ownership, Related, Queue) to the Query.
  3. Query: View the Query as you create it and reorganize the order of the clauses as necessary.