The toolbox on the right side of the Query Builder and View Builder forms contains all of the data elements, variables, and parameters that you can drag and drop into a query. It also enables you to control which teams and users can work with or run the query.
The toolbox consists of these panels:
The database fields that you can use to create a data view or a query.
Click the arrow to the right of an element to navigate to view and use the individual properties that make up the element. The path to the property displays on the form; hold your mouse over it to show the full path.
When you click the button beside the path, you can choose to Back (to go back one level in the path) or Clear (to return to the top of the path). With classes in the list of properties, the Subclass option is also available. If the class has subclasses, you can select a specific subclass.
Note: Type user in the search field to get a list of user-defined field and trees.
This panel enables you to add these variables to a query:
Note: This panel is not available on the View Builder form.
This is a list of user-defined parameters that you can use with multiple queries.
Give the parameters unique names. For example, if you're setting up parameters to use with inventory items, create a parameter called stockcode instead of code. Any parameter values entered on a previous query run but for the same name will carry that value over.
Note: This panel is not available on the View Builder form.
This panel contains two tabs:
Click the Available for all users option to give all teams and all users in a company permission to view and run the queries.
By default, all users can run a query or view. Only the current user can edit the query or view.