1. To-Increase Dynamics 365 for Finance & Operations
  2. Anywhere mobility studio
  3. Activities

Create query
Application task

You can use a query to get the relevant data:
  • To be shown in a configurable grid.
  • For the predefined 'Query' action that is used on an event procedure.
  • For a counter.
To configure a query, you can use the Create query wizard.


Standard procedure

1. Click Mobility design.
2. Click Create query.
3. Sub-task: Define the basic settings for the query.
  3.1 In the Query field, type a value.
  3.2 Assign the query to an application.
  In the Application field, enter or select a value.
  3.3 Define the maximum number of records that you want to show in the Mobility studio previews, as a result of the query.
  In the Number of records to show in preview field, enter a number.
  3.4 You can have the query only get the first record that is found by the query. This overrules the setting of the 'Number of records to show in preview' field.
  Select Yes in the Select only first record field.
  3.5 Define where the query gets the records from.
If No, the query only gets records from the current company.
If Yes, the query gets records from all companies.
  Select Yes in the Allow cross company field.
  3.6 Click Next.
4. Sub-task: Select the applicable tables for the query.
  4.1 In the Tables pane, select the tables to be added to the query.
 

Note: You can select and add several tables in one go.
The root table of the query always must be at the top of the list of selected tables. To make sure this is the case, you are advised to first select and add the root table. Then you can select and add other required tables in one go.
  4.2 Click >.
  4.3 Except for the root table, for all tables you must define the parent table.
  In the Parent field, enter or select a value.
 

Note: You can only select a table as parent if it is also in the table selection of the query.
  4.4 Click Next.
5. Sub-task: Review or add table relations.
  5.1 You can review the table relations for any child table. If a relation already exists between a parent table and a child table, this relation is automatically loaded and shown.
  In the left pane, find and select the desired child table.
  5.2 You can add a table relation to any child table.
  Click Add.
  5.3 In the Child field field, enter or select a field from the child table.
  5.4 In the Parent field field, enter or select the related field from the parent table.
 

Note: For each relation, you can define the relation settings: Query fetch mode, JOIN type, Level.
  5.5 Click Next.
6. Sub-task: Select the fields to be shown for the query.
  6.1 In the left pane, find and select the desired table.
  6.2 In the Select query fields pane, find and select the desired fields to be added to the query.
  6.3 Click >.
 

Note: You can use the Up and Down buttons to arrange the fields in the desired sequence.
  6.4 You can define by which field the query results are grouped.
  Select the Group by check box.
  6.5 You can define an aggregate function to group together the values of several records into one record.
Make sure, that you group the records by the right fields in the right order. If you define an aggregate, automatically, 'Group by' is selected for several fields. Check if this is the selection you need.
  In the Aggregate field, select an option.
  6.6 To review the query results in the preview, click Refresh.
  6.7 Click Next.
7. Sub-task: Define ranges for the query.
  7.1 You can use a query range to limit the query results to the applicable records only.
  In the left pane, find and select the desired table.
  7.2 In the middle pane, find and select the fields for which you want to add a range.
  7.3 Click >.
  7.4 For each added field, set the relevant condition.
  In the Condition field, select an option.
  7.5 For each added field, set the value for the condition.
To set the value, you can use a variable, a function, or a fixed value.
  In the Value field, enter or select a value.
 

Note: You can only use variables and functions that are applicable for the application to which the query is assigned.
  7.6 To review the query results in the preview, click Refresh.
8. Click Finish.

Notes

A query is application specific. You can view the available application queries in several ways, for example on the Queries tab of the Mobility design workspace.

Related to Notes

Configurable grid

 		 

Set up counters

 		 

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