Easy Query Overview
The SapphireOne Easy Query feature provides a facility for running simple and compound queries on your SapphireOne primary tables. This query editor sits between the Sapphire Find and the Detailed Query in that it adds more sophistication and complexity then what is available in through the Find facility and is not as technically advanced as the Detailed Query. The Find facility allows the user to only search on indexed fields within the table you currently reside. This is the same with Easy Query however Easy Query allows you to query the indexed fields within that table, allowing for additional indexed fields with the ability to search on all the index fields consecutively in a reductive process. To be exhaustive in our comparison the final SapphireOne feature devoted to search and query is Advanced Find. Easy Query differs to that facility in that Advanced Find is the same as detailed query but you have the option to sort the tables and fields alphabetically.
Building an Easy Query
- In any SapphireOne list view the user has the option of selecting (highlighting) a group of results to perform an Easy Query against or alternately the entire list. If the former is desired this can be done using the shift and command keys.
- From the toolbar dropdown menu (Windows) or the results list menu (MacOS) select Options > Easy Query.
- If as outlined in point one, you would like to limit your query to selected rows, check Current Selection.
- Select the primary table that your query will be run on.
- In the top most data entry field on the right hand side, set the desired value to search and establish it using the keyboard Tab key. Please note this is case sensitive.
- To the left of the data entry field with the value just entered, the user may toggle the value of the comparison operator as desired. The available values are as follows.
- = – (Default value) the results must equal the chosen value
- # – Denotes the results and the searched value as a numerical integer
- > – The results must be greater than the chosen value
- < – The results must be less than the chosen value
- >= – The results must be greater than or equal to the chosen value
- <= – The results must be less than or equal to the chosen value
- If a compound query is not desired, the user may select OK. If a compound query is desired continue to point 8.
- If a compound query is desired this can be achieved by repeating the steps outlined above for additional rows. The user must select a conjunction operator. A Comparison Operator is a query on two or more fields is called a compound query. When you do a compound query, you combine separate queries using a conjunction operator. The conjunction operator tells SapphireOne how to combine the results of the individual queries. Two options can be toggled between by selecting the Conjunction operator button. Those options are.
- And – This operator finds all the records that meet the two conditions simultaneously. For example, the query “Find all the employees who work in the engineering department and who make over $50,000” will find the records of only those engineering employees who make over $50,000.
- Or – This operator finds all the records that meet either of two simple queries. For example, the query “Find all the employees who work in the engineering department or who make over $50,000” will find the records of all the people in the engineering department, as well as all the people who make over $50,000 regardless of the department in which they work.
- Select OK to run the completed query.
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.