Query Builder is the visual, no-SQL tool for constructing data queries inside ActiveManage. Use it anywhere the platform asks “which records?” — list views, reports, dashboards, workflow rules, automation triggers.
Why Visual Querying
- Accessible to non-developers: Operations staff can express queries without SQL.
- Auto-validated: The platform knows your schema; invalid queries can't be saved.
- Reusable: A query designed for a list view can be re-used for a report.
- Permission-aware: The query respects the running user's data permissions automatically.
Where You'll See It
- Datastore list views — filter the rows shown.
- Dashboard widgets — define data for a chart or KPI.
- Workflow triggers — “run this workflow when records match these conditions”.
- Notification rules — “alert when matching records appear”.
- Permission rules — “users in group X can see records matching these conditions”.
- Export configurations — “export only records matching this”.
Worked Examples
- List filter: Show only my open tickets.
- Dashboard chart: Plot revenue for the last 12 months, by month.
- Workflow trigger: When an order exceeds $1000, route to manager approval.
- Permission rule: Regional managers see only customers in their region.
- Notification: Notify the on-call team when any system error event is created with severity = critical.