Adding queries to the shortcut bar

When you add a shortcut to a query, you can choose to create a new simple list query, or you can add an existing query that has been defined using the Query and Report Designer in Ivanti Console.

For information about Query and Report Designer, see Query and Report Designer.

To add a shortcut to a new list query:
  1. Right-click the shortcut bar, then click Create query.
    The Create query dialog appears.
  2. Type the Shortcut title that you want to appear in the shortcut bar.
  3. Select the Add to shortcut bar? check box.

If you select the Add to shortcut bar? check box, the As system shortcut? check box becomes available to enable you to make it a system shortcut. However, if you are logged in to Web Desk using a culture that is not the base culture, the As system shortcut? check box remains unavailable and you can create and modify only personal queries.

  1. If you want to use the query with Web Desk's telephony integration, select the Is telephony aware? check box.

For more information about telephony integration, see Telephony Integration.

  1. In the Module list, select the module, for example Request Management.
  2. In the Object list, select the business object, for example Request.
    The available attributes for the selected business object appear in the Output Attributes list.
  3. In the Output attributes list, click the attributes that you want to appear in your query.
    The selected attributes appear in the list to the right. The order in which the attributes appear in this list sets the order in which the corresponding columns appear in the results list.

You can change the order in which the query's attribute columns initially appear by dragging the attributes up and down in the list on the right.

To remove selected attributes, click them in the right-hand list.

  1. If you want to prevent users from opening records from the query results list, select the Prevent launch of records check box.
  2. Click OK.
    The shortcut is added to the shortcut bar and the query runs, with the shortcut title used as the query title. A confirmation message appears briefly above the workspace.

You can also add links to queries that were designed using the Ivanti Console. If you are using a multilingual system (see Designing a multilingual system), these queries keep the multilingual column titles that you have added. However, if you make changes such as adding a new attribute or changing the sorting order, these queries are converted to Web Access queries and their multilingual column titles are lost.

Using the actions Prevent Launch, Hide Filters, or View as Report from the query menu icon menu on the query results title bar does not convert a console query into a Web Access query, so multilingual column titles are not lost.

To add a shortcut to an existing query:
  1. Right-click the shortcut bar, then click Create query.
    The Create Query dialog appears.
  2. Type the Shortcut title that you want to appear in the shortcut bar.
  3. Select the Add to shortcut bar? check box.

If you select the Add to shortcut bar? check box, the As system shortcut? check box becomes available to enable you to make it a system shortcut. However, if you are logged in to Web Desk using a culture that is not the base culture, the As system shortcut? check box remains unavailable and you can create and modify only personal queries.

  1. If you want to use the query with Web Desk's telephony integration, select the Is telephony aware? check box.
  2. If you want to prevent users from opening records from the query results list, select the Prevent launch of records check box.
    Users with the Configuration Components\Configuration\Designers\Query Builder privilege can also change this setting by clicking Prevent launch from the query menu icon menu on the query results title bar.
  3. In the Module list, select the module for the query you want to add, for example Request Management.
  4. In the Object list, select the business object for the query you want to add, for example Request.
  5. Select the View list of Service Desk queries? check box.
    The Query list appears.
  6. In the Query list, select the required query, then click OK.
    The shortcut is added to the shortcut bar and the query runs. A confirmation message appears briefly above the workspace.

For information about grouping the results of queries, see Grouping query results and creating charts.

For information about filtering the results of queries, see Filtering the results list.


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