Bizagi allows the definition and customization of special forms to retrieve information of ongoing and closed cases, as well as information stored in specific entities.
With the search results of these queries you can create useful analysis reports. These special Forms are known as Query Forms.
The controls included in Query Forms serve as search criteria. They can be defined to perform powerful searches over created cases or over specific entities (Master and Parameter). Your search criteria can be business data and it can also be general process information (case creation date, creator user, case state, etc). You can customize the search criteria within ranges (for dates or numbers) and to be exact or approximate (for texts), etc.
For further information on how to design these Queries please refer to Query Forms.
Once defined, Query Forms are used from the Work Portal. The results of these queries provide useful information and statistics to control your business operation. You can save and share the most common queries and easily access them any time.
Results of queries can be viewed and analyzed graphically to provide better understanding of data. For further information please refer to Graphical Analysis.
Perform Queries from the Work Portal
1. In the Work Portal go to the Queries menu.
2. Select the Query to be used from the following categories:
•Application: This option will display all the Process Queries defined search for information for created cases to.
•Other Entities: This option will display the queries defined for entities.
•Stored query forms: This option will display the queries that have been saved. This option is shown when there is one or more queries saved.
3. Within each category you will find a list of Query forms. Click the desired one to open it.
4. The Query Form will display.
Each Query has several controls that serve as search criteria when the end user includes a value (know as filter) in them. Bizagi will look for all cases that contain the values selected. If fields are left blank, the search will ignore those parameters.
Additionally, controls included in Queries can also be used as result criteria. By default Bizagi displays 6 columns with the main information of the cases that meet the search criteria: Case number, process, task, process creation date, task due date and process due date.
Every control in a Query has a check-box in front. If end users select the check-box, the control will display in the search results as a column.
You can also check all fields as result criteria clicking on Check all.
If the criteria defined is not the one you wanted, click Clear.
For Entity Queries select at least one field to be displayed in the results.
5. When you have defined your search criteria and your search results columns, click Search.
The results of the Query will display.
•The results produced correspond to the information regarding cases or entities that have been saved in the database. Therefore, any information that has been updated, added or deleted WITHIN activities that have not been completed (end users have not clicked on NEXT) will not be reflected.
•The results can be exported to Excel as long as the number of rows is less than 65000.
In a Sales Opportunity Management process we want to consult the Creation date, Lead Source, Estimated Revenue and Stage for all cases created between the following dates: 01/01/2016 and 31/12/2016.
A Query From has been defined for this process and it is called General Query.
1. In the Queries menu select the General Query within the Sales Opportunity Process.
2. In the Query select the time frame for the Creation Date in the From and To fields.
3. Check the attributes Creation date, Lead Source, Estimated Revenue and Stage that will be displayed in the results table.
4. When Search is clicked the Query will display the results. Notice that the controls marked on the Query Form are shown as columns in the results table.
Save a Query
The search criteria and results criteria can be saved to be executed easily in the future.
When the results of a Query are displayed you will find the Save button to save this configuration.
When clicked, a new window will display to enter the following information about the Query:
•Name: Give your search a name. It can be up to 25 characters long.
•Description: Enter a description as clear as possible.
Saved Queries are accessed anytime from the Queries menu. These are stored under the Stored query forms option.
In our previous example, the Sales Opportunity cases where searched according to certain criteria specified in the General Query, the results were saved with the name "Opportunities 2016". This new query can be accessed from the Stored query forms option. Just click on the query to execute it again.
Edit a Saved Query
1. Click the Edit button located on the right of the saved Query.
2. A new window will display where you can modify the Name, Description, people to share and the search criteria as you desire.
3. You can save the modified Query as a new one and keep the original version by clicking Create new, or update the original version by clicking Update.
The Update will only be enabled for the owner of the original query, and not to users who have received a shared query.
Delete a Saved Query
1. To delete a saved Query click the Delete button located on the right of the saved Query.
2. Confirm the deletion by clicking the Delete option.
Share a saved Query
You can share saved queries with other end users, so they can all see the results and perform analysis over them.
If a saved query is not shared, you will be the only user that will be able to see it.
If you want to share a saved Query with other end users, move to the Users and groups to share tab.
This tab has two options:
• The Users option allows you to select users by User Name, Domain and Full Name.
From list of users, choose the ones you want to share with and click the ">>" Button to select them.
Then click the Save button to allow the group to access your Query.
•The Groups option enables adding a group of users to share the Query with. In the Group Name list, all the groups that have been created in the application are listed. To add a Group, use the">>" button. Once the desired Groups have been added click Save. To delete a group from the list, select it and click "<<".
Users who have access to a saved Queries can see the results of the query , and save it as a new saved query. They cannot edit or delete the Query.