Last Revised: 31 Dec 2019 Written by Veloxity CRM Time Estimate: About 3 minutes to read.
Navigate to QBE from either the Main Menu or from a specific Data Type
Navigating to QBE Search from the Main Menu
Query by Example (QBE) offers a search form that closely models the structure of the documents for which you are searching.
Enter the values you wish to match directly into the form.
You are looking at a screenshot demonstrating how to navigate to QBE from the Main Menu.
Figure 1. Navigate to a QBE Search from the Main Menu.
The following numbers correspond with the numbers in Figure 1. To navigate to QBE Search from the Main Menu:
|Function||How to Use|
|(1) Search||Click Search to open search options.|
|(2) Query by Example||Click Query by Example to open QBE Search options.|
Navigating to QBE Search from a Data Type
You are looking at a screenshot demonstrating how to navigate to QBE from a Data Type (in this example, the Data Type is Opportunities).
Figure 2. Navigate to a QBE Search from a Data Type.
The following numbers correspond with the numbers in Figure 2. To navigate to QBE Search from a Data Type:
|Function||How to Use|
|(1) Data Type - (Opportunities)||Click the Data Type for which you wish to configure a search from the Main Menu (Accounts, Activities, Contacts, Leads, Opportunities). In this example, the data type of Opportunities is selected.|
|(2) Query by Example Data Type (Opportunity)||Click Query by Example Opportunities to open QBE options.|
Creating a QBE Search
You are looking at a screenshot of a QBE search for Opportunities.
Figure 3. Query by Example.
Selecting the QBE button next to a Data Type displays a form view of that data type. Enter search terms into the fields to search for any data records that match the field values entered.
Only fill in the fields you wish to search. Leave the rest blank.
There are some non-obvious capabilities in QBE. These include the following:
- The ability to select the widget next to the field box for date fields. This will show date macro options like @thisyear, @lastyear. This will search for records where that date field contains a date matching the selected macro.
- The ability to denote range values for numeric fields. This may be accomplished by inputting two numbers separated by a dash (e.g. 52.2-76.5).
- The ability to input greater than or less than symbols for numeric fields, followed by a number (e.g. >50)
- The ability to paste in a list of values to search for numeric and text fields. The search will return records that match any one of the values.
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