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In the LRM, advanced find query tool can be utilized to combine related entities and produce specified data-set to:

  • report accounts, contacts, applications, emails, campaign responses, etc.
  • add contacts to the Marketing lists
  • present as views, charts, graphs and dashboards

Note that the tool leverages entity relationships to extract the result set.  For example,  an company (Account ) has one or many employees (Contact), and an applicant (Contact) can have one or many applications, forming one-to-many parent-child relationships.   Similarly, several Application Plans can be associated to an Application, which relates to an applicant (Contact), making the  "Application Plan" the child entity of the parent entity "Application," which is also a child entity to the parent entity "Contact".

To design an advanced find query, always begin with a child entity, add related parent entity to get the specified data set. 

Steps to design an Advanced Find query in LRM: 


  • Click on the funnel icon near the top right corner to open Advanced find

         


  • In the "Look for" field, click on the drop down arrow and select the entity of interest, e.g. if you want to find a list of BBA - BEL applications for the term of Summer 2019, select "Applications" 

         


  • Make sure the "Details" button is on, then you can add selection criteria by clicking on "Select" 

         


  • Add State as the first criteria. Then click on the "..." button on the right of the empty tab. Then double click on "Active" and "Inactive" and select "OK"

         


  • For the next Criteria select "Program Applied" and set it to Equals to "BBA BEL"

         


  • Then select "Term Applied" and set it Equals to "Summer 2019"

         

  • Now we need to go from the child entity Applications to the parent entity Applicant (Contact). To do this, in the next search criteria, scroll down to "Related" and select "Applicant"

           

  • For the next criteria, select "Last Name" Does Not Equals "wsbtest" to avoid any test applications in your result set

          

  • To delete a condition click on the drop down arrow to the left of the search condition and select "Delete" 

         


  • Click on the red exclamation mark in the top left to get the results for the query

        

  • Now Click on the "Save" icon at the top, set the desired Name and Description, then click on the "Save" button in the pop-up window that will appear

        

  • To use a query made by another user and shared with you, or a previous query made and saved by you, click on "Used Saved View" and select the query needed. Every "Look for" field already have some saved view in the "Use Saved View" field

            

How to share created views

         

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