The Query page appears, displaying the Smart query tab. From this tab, you can open any existing teams or define a new team. Any existing teams display in the Smart Queries grid.
Note: Smart queries are designed to enable you to easily create a query that is not ad-hoc, but that groups records based on specific criteria, in this case positions in the organization.
2.
To open an existing team, select the team in the grid and click Edit. The Query screen appears displaying the Parameters tab. This tab displays the organizational hierarchy with the selected positions included in the query.
To create a new team, complete the following steps.
a.
Click Add. The Select a Smart Query Definition screen appears.
b.
Scroll down and select “organization Positions”.
c.
Click OK. The organizational Team screen appears, displaying the Parameters tab.
d.
Define your organizational team. For detailed information about working on the organizational Team screen, see organizational Team Screen.
e.
Click Save and Close. The Save Query As screen appears.
f.
In the Name field, enter a name for this team, which will be saved as the name for the query.
g.
In the Description field, enter a description to help you identify the query.
h.
If you group your queries by categories, in the Category field select the category to which this query belongs.
i.
If you want to allow other users to change the query parameters, mark Allow other users to modify this query.
j.
On the Create Selection tab, mark the Create a Selection? checkbox if you want to create a selection from this query.
If you mark this checkbox, select to Create a dynamic Selection or Create a static selection. A dynamic selection is automatically refreshed each time it is used. Whenever a dynamic selection runs, the program searches the database for any new records meeting the criteria of the selection and adds them to the results. A static selection is like a “snapshot” of your database. Only the records included when the selection is first executed are included. The same records are included in the selection until it is refreshed manually or during an automated process.
You can also choose to Show this Selection in the Query Designer. Including the selection in query designer makes the selection available to produce output fields or to filter data in other queries.
For more information about selections, see the Query chapter in the Data Management Guide.
k.
Click OK. The query is saved and you return to the Results tab.
3.
After you exit the organizational Team screen, you return to the Query page. To return to the organization Hierarchy page, click the Back button.
Note: For more information about working in Query, see the Query chapter in the Data Management Guide