Creating a Query

The following steps enable you to define the query logic which will be used for shortlisting the records.

Create Query Using the Legacy Advanced Find Feature

Prerequisite - The Use modern advanced find check box must be cleared.

1. Click Create/Edit Query to view the Advanced Find page.

2. Without making any changes, click and then specify conditions that align with logic that you want to define.
3. Click Save and close the dialog.
   XML details of the query will be listed in the Query XML area.
4. If required:
   1. Modify the XML conditions in this area,
   2. Ensure that modifications are error free, and then click Save.

Create Query Using the Modern Advanced Find Feature

Prerequisite

• The Modern advanced find in model-driven apps setting is On (under the Power Platform admin center page > Environments > Anthology Reach environment > Settings > Feature).

  

• The Use modern advanced find check box must be selected.

  

1. Click Create/Edit Query to view the Query Editor page.

   Note: Do not change the default view, Temp_<view name>, that is populated by default in the Query Editor page.

2. Click the Edit Filters button.

3. Configure the filter conditions that align with the logic to shortlist the records.

   

4. Click the Apply button.

   The Query Editor page is displayed.

   

5. Click the drop-down next to the view name and select Save changes to current view.

6. Close the dialog.

   XML details of the query will be listed in the Query XML area.

7. If required, modify the displayed XML conditions and then click Save. Ensure that manual modifications to the XML conditions are error-free.

The following steps enable you to use an existing view that contains applicable logic.

1. Click Use Existing View.

2. From the list, select the view and then click Use Query.

   Note:

   • The drop-down list displays the default system views and personal views created by the logged in user.

   • The Nearby Contact query filters saved by the logged-in user, will not be available for selection in this drop-down list.

   Conditions defined in the view will be displayed in the Query XML area.

3. If required, modify the displayed XML conditions and then click Save. Ensure that manual modifications to the XML conditions are error-free.

The Query Condition Group and Query Condition entities are no longer displayed in the sitemap. To enable the continued use of conditions in records of these entities, it's recommended to migrate filter logic to the Advanced Find dialog.

1. View the Query record.
2. From the Query Condition Group and Query Condition sub-grids, view the records preferably in unique browser tabs. It will be easier to copy logic to the Advanced Find dialog.
3. In the Query Condition tab of the Query record, click Create/Edit Query. The Advanced Find dialog will be displayed.
4. Create filter conditions identical to conditions in the displayed Query Condition Group and Query Condition records.
5. Save the conditions in the Advanced Find dialog and then save the Query record.

Logic defined in the Query Condition Group and Query Condition records will no longer be used. Instead, when the query runs, the newly created conditions displayed in the Query Condition tab will be executed.