Inquiry Wizard

Menu Path: System Administration $Images\bluerarw.gif$ Tools $Images\bluerarw.gif$ Customization $Images\bluerarw.gif$ Inquiry Wizard

Purpose

Create custom inquiries.

Overview

Use Inquiry Wizard to create custom inquiries based on inquiry templates.

Note To use Inquiry Wizard, you must have an Apprise® Design Studio license.

Creating Custom Inquiries

To create a custom inquiry:

On the Template tab, select an inquiry template.
Click the Next button in the ribbon.
Click the plus symbol (+) button to display the fields for a table used in the inquiry.
Double-click the fields you want to add as filters for the inquiry.
Use the arrow buttons at the right of the Filters grid to rearrange the filters.
If you want to display all the fields that you are using as filters, click the Copy to Display Fields button in the ribbon.
Click the Display Fields tab.
Click the plus symbol (+) button to display the fields in a table used in the inquiry.
Double-click the fields you want to display in the inquiry.
Use the arrow buttons at the right of the Display Fields grid to rearrange the fields.
Click the Totals tab.
Click the plus symbol (+) button to display the totals calculated for the table used in the inquiry.
Double-click the totals you want to add to the inquiry.
Use the arrow buttons at the right of the Totals grid to rearrange the totals.
Click the Finalize tab.
Click the Lookup button for the Menu Name field.
Select the menu on which to add the inquiry.
Enter text to appear as the menu for the inquiry in the Menu Description field.
Enter text to appear in the title bar of the window for the inquiry in the Screen Title field.
If you do not want to allow all users to access the custom inquiry, clear the Allow Default Access check box.
Click the OK button in the ribbon. The custom inquiry is created.

To edit or delete a custom inquiry created in Inquiry Wizard, use Inquiry Wizard Maintenance.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Inquiry Wizard window.
Copy	Click this button to copy an existing custom inquiry.
Next	Click this button to proceed to the next step in the inquiry creation process.
OK	Click this button to finish creating the custom inquiry. This button is only available after you click the Next or Copy button in the ribbon.
Cancel	Click this button to cancel creating the custom inquiry. This button is only available after you click the Next or Copy button in the ribbon.
Add	Click this button to add a selected filter, field, or total to the custom inquiry. This button is only available if the Filters, Display Fields, or Totals tab is displayed.
Remove	Click this button to remove a selected filter, field, or total from the custom inquiry. This button is only available if the Filters, Display Fields, or Totals tab is displayed.
Copy to Display Fields	Click this button to copy fields entered in the Filters grid to the Display Fields grid. This button is only available if the Filters tab is displayed.
Label Maintenance	Click this button to display Label Maintenance, which allows you to maintain labels displayed in Apprise. This button is only available if the Filters, Display Fields, or Totals tab is displayed.

Template Tab Fields and Buttons

Field or Button	Description
Template	This grid displays all available templates, and a description of the purpose of each template. Select a template to use for creating the custom inquiry. You can also double-click a template to select it and display the Filters tab in one step.

Filters Tab Fields and Buttons

Field or Button	Description
Fields	Click the plus symbol (+) button to display the fields in a table. To add a field as a filter for the custom inquiry, use one of the following methods: Double-click the field. Click the field, and then click Add.
Filters	This grid displays all fields that have been selected to use as filters in the custom inquiry. You can use the arrow buttons at the right of the grid to move fields to the top of the grid, up, down, or to the bottom of the grid.
Default All Setting	Select this check box to select the All X check box in the custom inquiry by default, where X is the appropriate data. Example If you are filtering by product, select this check box to select the All Products check box by default in the custom inquiry.
Selection Default From	Enter the first criterion in a range of default filter criteria. For fields that have associated Lookup windows, you can also click the Lookup button to select the criterion. This field is only enabled if you clear the Default All Setting check box.
Selection Default To	Enter the last criterion in a range of default filter criteria. For fields that have associated Lookup windows, you can also click the Lookup button to select the criterion. This field is only enabled if you clear the Default All Setting check box.
Toggle on for yes, Toggle off for no	Select this check box to select the check box in the custom inquiry by default for the selected logical field. This check box is only available for logical fields (which appear as check boxes in custom inquiries). This check box is only enabled if you clear the Default All Setting check box.

Display Fields Tab Fields and Buttons

Field or Button

Description

Fields

Click the plus symbol (+) button to display the fields in a table. To add a field to the custom inquiry, use one of the following methods:

Double-click the field.
Click the field, and then click Add.

Note You can also add all fields selected for filtering by clicking the Copy to Display Fields button on the Filters tab.

Display Fields

This grid displays all fields that have been selected to display in the custom inquiry. You can use the arrow buttons at the right of the grid to move fields to the top of the grid, up, down, or to the bottom of the grid.

Totals Fields Tab Fields and Buttons

Field or Button

Description

Totals

Click the plus symbol (+) button to display the totals available in a table. To add a total to the custom inquiry, use one of the following methods:

Double-click the total.
Click the total, and then click Add.

Totals

This grid displays all totals that have been selected to use in the custom inquiry. You can use the arrow buttons at the right of the grid to move totals to the top of the grid, up, down, or to the bottom of the grid.

Finalize Fields Tab Fields and Buttons

Field or Button	Description
Module	This field displays Custom to indicate that the custom inquiry will be added to the Custom module.
Menu Name	Click the Lookup button to select a menu on which to add the custom inquiry.
Menu Description	Enter the text you want to appear as the menu for the inquiry, or click the Lookup button to select a previously saved label. If a label was previously set up in Label Maintenance, you can enter the label code in the second field, or click the Lookup button for that field to select a label code. You can also click the button to the right of these fields to display Label Maintenance, which allows you to maintain labels displayed in Apprise.
Screen Title	Enter the text you want to appear in the title bar of the window for the inquiry, or click the Lookup button to select a previously saved label. If a label was previously set up in Label Maintenance, you can enter the label code in the second field, or click the Lookup button for that field to select a label code. You can also click the button to the right of these fields to display Label Maintenance, which allows you to maintain labels displayed in Apprise.
Allow Default Access	Select this check box to allow all users to access the custom inquiry from the menu. This check box is selected by default.