Query by Example

What is Query by Example (QBE)?

Definition

QBE offers a search form that models the structure of the documents for which you are searching. 

Enter the values you wish to search directly into the form. 

How can I use QBE?

Quickly and easily create a search based on field values. 

Where can I find QBE?

Query by Example (QBE) can be accessed from two locations on the Main Menu:

1. Main Menu > Search > Query by Example
2. Main Menu > Data Type you wish to Search (Accounts, Contacts, Leads, Opportunities) > Query by Example

Navigating QBE

You are looking at a screenshot demonstrating how to Navigate to a QBE Search from the Main Menu:

Figure 1. Navigate to a QBE Search from the Main Menu. 

How can I use QBE?

Creating a QBE Search

Enter search terms into the fields to search for any data records that match the field values entered.

• Start out broadly. Use fields for which you have accurate information.
• If more cases are returned than you wish to sort through, narrow your search further by using multiple fields.
• Enter either exact information or use the QBE operators defined below.

QBE Operators

• Select the widget next to the field box for date fields. This will show the date macro options like @thisyear, @lastyear. This will search for records where that date field contains a date matching the selected macro.
• Denote range values for numeric fields. This may be accomplished by inputting two numbers separated by a dash (e.g. 52.2-76.5).
• Input greater than or less than symbols for numeric fields, followed by a number (e.g. >50).
• 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.

You are looking at a screenshot of a QBE Search on Opportunities:

Figure 2. QBE Opportunity Search.