Creating and Managing Saved Queries

A saved query is a collection of search criteria that you can save with a unique name and re-use on Search pages and Agents. A saved query can save time since you do not have to recreate the query every time you revisit a particular Search page.

You can create a saved query from:

• any Search page
• Agent Manager
• Saved Query Manager

Note: Saved queries are domain (not user) specific.

Search Page

1. Display a Search page and complete the fields that you want to save for the query.
2. Click Save.
3. Enter a unique Query Name.
4. Click Save again. The Query Name appears in the Saved Query list box on the Search and Results pages.

Agent Manager

The procedure for creating a saved query for an Agent is different than the procedure for creating a saved query on Search pages.

Saved Query Manager

The Event Management Power Data menu option provides a Saved Query Manager that displays all saved queries that you create regardless of whether you created them on Search pages or in Agents. You can use this manager to view, edit, or create new saved queries. Any new saved query that you add is also available on the Search page or Agent for the business object for which it was originally created.

Viewing Saved Query Library:

1. Navigate to Business Process Automation > Power Data > Event Management > Saved Queries.
2. Complete the Search page to find specific queries or leave the page blank to search for all queries.
3. Click Search to display the results. You can identify which business object is involved in the query by viewing the Query Name column. You can also identify whether a query was created using a Search page (value is true) or in an Agent (value is false) using the Use in Finder column.

Editing Saved Query:

1. Conduct a search to find the saved query that you want.
2. Click the saved query ID on the Results page. The Saved Query header shows the name of the query and whether it was created using a Search page (Use in Finder is checked). If you leave the check mark ,you can edit the query using fields. If you remove the check mark, you can edit the query using SQL statements. If you edit a query using SQL statements, you need to follow specific Oracle Transportation Management nomenclature so you may need assistance from Technical Support or an Oracle Transportation Management consultant.
3. Click View/Define query.
4. Edit the Saved Query Values section to add or remove columns.
5. Edit the Saved Query Sort Order section to change the sorting.
6. Click Finished to save your work.

New Saved Query

To create a new saved query, you must first edit an existing query. The new saved query is based on the same business object as the query that you chose for edit.

1. Conduct a search to find an existing saved query.
2. Click the saved query ID on the Results page.
3. Click New at the top of the Saved Query Header page.
4. Enter a unique User Query Name.
5. Select an Object Type ID from the drop-down list. The object types correspond with different managers in Oracle Transportation Management. For example, if you want to add a saved query for the order base finder, select an object type of ORDER BASE.
   
   OR
   
   Enter a Query Table ID.
6. Select the Use in Finder check box to create a query based on query value (field) selection.
   
   OR
   
   Alternatively, leave the check box blank to create a query using SQL statements. You must be familiar with SQL and Oracle Transportation Management nomenclature.
7. Click Finished. The new query appears on the Search page (in the Saved Query list) of the business for which it was created.

Using a Saved Query on Search pages

1. Select a menu option to display the Search page.
2. Click the Saved Query drop-down list at the bottom of the Search page and choose the query name that you want to execute. The Search page refreshes with the data that was saved for the query name.
3. Click Search to execute the query or edit the Search page if you want to modify the criteria first and then click Search. If you want to save the new criteria, click Save on the Search page and then click Save again on the Save Query page. If you want to make a new Saved Query from your modifications, change the query name and then click Save.