Query Builder

The Query Builder utility allows you to define and save queries against Windchill data using standard SQL concepts. A query is made up of selected attributes from selected types and joins between those types, and can include additional criteria. Once defined, a saved query becomes a report template, and is displayed in the Report Templates table.

The Query Builder utility is launched when the New Report Template

action or Edit Report Template

is selected from the right-click actions menu for a report template on the Report Templates table.

Tab	Description
Properties	Specify the general properties of the report. When creating a new query, only the Properties tab is initially available.
Tables and Joins	Specify the tables used in the report and how they are joined for reporting. The Tables and Joins tab becomes active after a name has been entered for the report template on the Properties tab.
Select or Constrain	Specify the Report Builder criteria pane page layout, reportable fields, and fields that can be constrained for reporting. The Select or Constrain tab becomes active after a table has been added on the Tables and Joins tab.
Criteria	Specify additional criteria to be added to the query for reporting, in addition to the data entered on the Report Builder page. The Criteria tab becomes active after a table has been added on the Tables and Joins tab.
Sort	Specify the sort order for the report. The Sort tab becomes active if a sortable item is added to the Select or Constrain tab.
Tools	Shows advanced functionality, including View QML, View SQL, and Preview Report. The Tools tab displays only when the Reports > Query Builder > Developer Mode preference is set to Yes in the Preference Management utility.

Action Button	Description
View Report	Opens the report template in the Report Builder. You can interactively switch between the Query Builder and the Report Builder windows while developing a report template. Click View Report again to refresh the Report Builder with saved changes made in the Query Builder. View Report is enabled once a query has been saved as a report template.
Save As	Save a copy of an existing report template with a new name. After saving the copy, you are editing the newly saved report template. The name entered must be unique; if the name entered is already in use, an error message displays. The Save As action is available only after a report template has been saved.
Apply	Saves the report template. Apply becomes active once a query is valid: • A name has been specified on the Properties tab • At least one table or report template has been added on the Tables and Joins tab • At least one reportable item has been added on the Select or Constrain tab
Close	Close the Query Builder window. If there are unsaved changes, you are prompted to confirm the close action, or cancel and save your changes.