To create a query in the GUI
1. Select one of the following:
◦ >
◦ > >
2. Provide information for the
Name field, and the
Description,
Image, and
Sharing tabs. For more information, see
“Query Properties”.
3. Click the Definition tab, and then click Add Filter to add filters that determine what items display for the query.
By default, new filters are added to the root of the tree using an AND operator. If you want the new filter to have a logical OR relationship with an existing filter, select that filter and then select the Or option before clicking Add Filter.
To add a logical AND relationship between the new filter and an existing filter, select an existing filter, select the AND operator, and then click Add Filter.
To add a filter with a logical OR relationship between the new filter and an existing filter, select an existing filter, select the OR operator, and then click Add Filter.
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To clear a selected filter, hold the CTRL key while selecting that node.
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4. Use the drop-down lists and data filters to specify the types of filters and fields. For details on the types of filters, see
“Query Filters”.
5. Where applicable, click
Next to specify the options for the selected query filter. For details on query filter options, see
“Query Filter Options”.
6. To add the filter to the query, click Finish.
7. To customize the visible columns and sorting columns for the query, click the Default Columns tab. When you run the query, columns determine what item fields display in the Items view and how those fields are sorted. Customizing the default columns for a query is useful if you want to use different columns for different queries. For example, you could sort the list of items by State in ascending order.
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PTC recommends to include the field Type in the default columns. Not doing so, might affect the system performance while adding a related item in Refreshed Web Interface.
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8. To save the query, click OK.
