1. Access the Events solution.
2. Select the List Queries option from the Queries section.
3. In the Queries section, click Create and select Activities or Scheduled Events option from the list that appears (see figure below).
The system displays the Filters step in the wizard for creating the query, where the filters to be used can be selected, which will reduce the number of activities or scheduled events displayed in the results (see figure below). With the exception of Attachment, Georeference, Image, Outline, and Relationship (multi-select) attributes, all default properties and any custom attributes created for scheduled events and activities will be available as filter options.
4. Select the filter you want to use by clicking one of the filter options displayed on the left. Selecting a filter means indicating that only activities and scheduled events that match the criteria set in the filters selected will be displayed in the query results. For example, if you filter a query by a certain event, only activities associated with the event selected will be included in the results.
5. Select the criteria to be added to the selected filter and click Add (see figure below).
6. Select the objects to be added to the filter in the window that appears and click Add to Filter (see figure below).
7.
When criteria is set for one of the filters available, a funnel icon (
)
is displayed next to its name. To remove criteria added to the filter, mark the
checkboxes next to each you want to remove and click Remove.
8. After selecting the filters, click Proceed to continue creating the query. If you want to generate the query, click Generate Query. If you want to cancel query creation, click Cancel. To return to the previous step at any point during this wizard, click Back.
When Proceed is clicked, the system displays the Columns step in the wizard for creating the query, where the columns to be displayed in the query results can be selected (see figure below). With the exception of Attachment, Georeference, Image, Outline, and Relationship (multi-select) attributes, all default properties and any custom attributes created for activities and scheduled events will be available as column options.
9. Select the columns you want to include in the query results by marking the checkboxes next to each option. By default, the system will show some pre-selected options which can be removed.
10. After selecting the columns, click Proceed to continue creating the query. If you want to cancel query creation, click Cancel. To return to the previous step, click Back.
When Proceed is clicked, the system displays the Audience step in the wizard for creating the query, where the people or groups of people who will be able to view the query results in the Queries section of the Home module can be selected.
11. Click Add Audience and select People or Groups of People to add them (see figure below).
12. If, for example, you selected People, select the people to be added and click Add (see figure below).
13. To remove people from the audience, mark the checkboxes next to their names and click Remove Audience.
14. Click Proceed or Generate Query to run the query. If you want to cancel query creation, click Cancel. To return to the previous step, click Back.
When Proceed is clicked, the system displays the results of the query according to what was selected in the previous steps (see figure below).
15. Click Save to save the query data. If you do not want to save the query, click Cancel. To return to the previous step, click Back.
When Save is clicked, the system displays a window where a name and description for the query can be entered (see figure below).
16. In the Name field, enter a name to identify the purpose and scope of the query. This field is required and accepts a maximum of 50 characters.
17. In the Description field, enter the main characteristics of the query. This field accepts a maximum of 1,000 characters.
18. When finished, click Save Query. If you want to quit the operation, Cancel.
The system displays a success message.