Building a Simple Query

Here's an example of how to build a simple query that retrieves reseller organisations from the CRM module:

1. Select System > Utilities > Query Designer > Query Builder.
2. Enter a Name and, optionally, a Description for the query.

3. Select a class on which to base the query from the Class list.

   For this example, select CRMOrganisation. The Data Elements panel of the Toolbox contains all database fields for the CRMOrganisation class.

4. Drag and drop one or more properties from the Data elements toolbox into the query.

   Use the search box at the top of the Data elements toolbox to find a specific element or to narrow down the list.

   For this example, drag and drop isInvoiceReseller into the query. Click the dropdown list and select Is true. When you run the query, it returns all organisations that are resellers.

   Note: You can also select trees and user fields from the toolbox. If you drag and drop a property from the toolbox on to one in the query, the property that you drop replaces the existing one. The list of options changes dynamically with the type of property dropped.
   
   Trees are a special case — a separate dialog box displays. Use it to select the tree branches to include in the filter.

5. Click the + button on the right side of the query to add a placeholder for another property or element. Then, drag and drop the property or element on to the placeholder from the Toolbox.