iqa advanced - niug€¦ · filter options •where/where not •multiple option •comparison...

IQA Advanced

Lori Bertrand

C Systems Global

Advanced IQA

• Advanced Options in Sources Tab

• Advanced Options in Filters Tab

• Advanced Options in Display Tab

• Advanced Options in Security tab

• IQA Groups

• Other Data Sources

• IQA Queries Online

• Other Advanced Options

• Styling IQA Display

Advanced Options Sources Tab

Join Options

• Standard “pre-defined” joins for common business object sources

• CsContact to CsAddress based on preferred mail, preferred bill, preferred ship)

• CsContact to CsDemo objects

• CsContact to CsActivity

• CsContact to CsName* objects

Join Options

• Custom Join creation, i.e.• CsContact to CSAddress based on address purpose

• CsContact to CsRegistration (by ST_ID or BT_ID)

• CsContact to CsCommittee Member (ID)

• CsContact to CsInvoice (ST_ID or BT_ID)

Select Custom to create your own Join logic

The message “one or more sources have not been related” will display until you have defined all necessary joins/relations

Join Options

• Advanced Join options on Sources

Join Options

Join Types

• Equals

• Left Join (include all records from “left” source and “any” records from “right” even if no “right” source records

• Exists (include all records from the “left” where a matching record “exists” in the “right” source records)

• Not Exists (include all records from “left” source where “no records exist” in right source records)

• Or Exists

• And Exists

• Use Force Order • Require SQL Server to join the tables in a query in

the order you specify.

• Use No Lock locking hint• Require SQL Server to ignore record locks.

Join Types

• Use Join method for security enforcement• If enabled, when users run the query, iMIS checks to

make sure they have permission to read every source within the query before displaying the results, whether the source is a business object, another query, or both. When disabled, iMIS does not check the security for every source and instead only enforces the security setting for the main query.

Join Types

Advanced Options Filters Tab

Filter Options

• Where/Where Not

• Multiple option

• Comparison options

• Prompt

• Add Filter – AND/OR

• Where/Where Not

Filter Options

• Multiple• Can be tricky. Check to make sure your values were

saved.

Filter Options

Filter comparison options• Will change based on type of field (date vs text vs

number)

Filter Options

Filter Options

• Require user to provide at least one value• enforce a selection of at least one filter (parameter)

value

• Limit the number of results displayed

Filter Options

• Advanced options – Functions• on Display (controls # records displayed)

• On Filters (controls # records searched)

• Max

• Min

• Count

Filter Options - Functions

• Advanced options – Functions• on Display (controls # records displayed)

Filter Options - Functions

Advanced OptionsDisplay Tab

Display Options - Alias field usage

• Change the title of the results column

• Link to another record (web view)

Select View All in the View drop downScroll all the way to the bottom of the list of fields

Display Options - SQL expressions

SQL expressions - examples

Date instead of Datetime

• Convert(varchar,vBoCSContact.JoinDate,101)

Yes/No instead of True/False on boolean field display

• Case when vBoCSName_Demo.eNewsletter = 1 then “Yes” else “No” end

Concatenated fields

• (Case when vBoCSContact.DESIGNATION = ‘’ then vBoCSContact.Prefix + ‘ ‘ else ‘’ end) + vBoCSContact.FirstName + ‘ ‘ + (case when vBoCSContact.MiddleName <> ‘’ then vBoCSContact.MiddleName + ‘ ‘ else ‘’ end) + vBoCSContact.LastName + (Case when vBoCSContact.DESIGNATION <> ‘’ then ‘, ‘ + vBoCSContact.DESIGNATIONelse ‘’ end)

Hyperlinks in display fields

Email

• '<a href=mailto:' + vBoCsContact.Email + '>' + vBoCsContact.Email + '</a>‘

Website

• '<a href=http://' + vBoCsContact.Website + ' target="_blank">' + vBoCsContact.Website + '<a>'

SQL Expressions - Hyperlinks

Display Options - Subtotals

Advanced OptionsSecurity

Advanced Options - Security

• Add Security to IQA folders

• Add Security to IQA queries• Consider online queries

• Control levels of security – Read Only, Add, Edit, Delete

• Specific Roles, Groups, Member Types, Users

• Dynamic Groups

• Adding new Roles (i.e. Finance, Membership)

Click on the Folder; click Edit. View the Access settings

Advanced Options - Security

Role based security

Advanced Options - Security

Important:Be sure to uncheck the default Everyone role

Check the Role(s) that will apply

Edit the permission levels as needed

System Setup >> Security Administration >> Roles >> Add Role

Advanced Options - Security

Insert the Role on the Members record –User Credentials

Advanced Options - Security

Dynamic Group based security

Advanced Options - Security

Advanced OptionsIQA Dynamic Groups

IQA Dynamic Groups

Need to include a data source with a ContactKey property.

IQA Dynamic Groups

Need to include ContactKey in Display.

IQA Dynamic Groups

Provide the Group Name. Indicate field to use for ContactKey. Select a schedule option.Click button to Create Group.

Advanced OptionsOther Data Sources

Query on a Query

• Cross module query on query, i.e. use my Membership query in Customers but want to connect and pull info from an Event or Orders query that already exists

• Query linked to query to use exclusion logic

• Note the path to queries is different from the standard business objects. Often you look in either Contact Management, Event Management, Order Management or Fundraising (depending on which module the existing query is tied to).

Query on a Query

SQL Views as Business Object

Create VIEW [dbo].[vw_CSYS_EmailNotUsername]

AS

select n.id, n.email, u.UserId

from name n, usermain u

where n.id = u.ContactMaster

and n.email <> u.UserId

SQL Views as business object

• Create new business object and point to the sql view you created. Add fields as properties. Publish the new business object.

IQA Queries Online

IQA Online - Special Filters

• Need to include a data source that provides the UserKey

• @SelectedUser• On behalf of• Company

administrator

• @LoggedInUser

Linking to another content page

~/iCore/Fundraising/Manage_Donor.aspx&ID=[code_id]

Add query to content page

Query related content options

Add query to content page

Use QueryMenu ipart – to display grid results

Add query to content page

Use QueryChartipart to display results in a chart format

Styling IQA Display

Styling IQA display - Javascript

• Add html ipart to content page that has the query menu ipart

• Configure the HTML ipart. Important add the jquery while in HTML mode.

Styling IQA display - Javascript

• Hide Grid• <script

type="text/javascript">jQuery(function(){//removes table structure from IQA grid outputjQuery(".StaffList.col-md-4").unwrap().unwrap().unwrap().first().prev().remove();jQuery(".StaffList .col-md-4").first().prev().remove();jQuery(".StaffList .col-md-4").unwrap();});</script>

Styling IQA display - Javascript

Styling IQA display - Javascript

Styling IQA Display - CSS

Styling IQA Display

• Right Justify number fields/columns

.join005Page thead th.rgHeader:nth-child(2), .join005Page tbody tr td:nth-child(2), .join005Page theadth.rgHeader:nth-child(3), .join005Page tbody tr td:nth-child(3) { text-align: right!important;}

VS

Styling IQA display

Right Justify Columns

Styling IQA Display - CSS

• Suppress sort on column headings.deactivateHeader .rgHeader { pointer-events: none; cursor: none;}.deactivateHeader .RadGrid_MetroTouch.rgHeader a { text-decoration: none!important; font-weight: bold; color: black!important;}

Questions?

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