Use queries in WorkZone

This topic describes how you can use queries or query components that you have created with QueryBuilder for different purposes in WorkZone.

Display lists in WorkZone Client

If you have saved your query in QueryBuilder, you can use the query to populate a list in WorkZone Client.

In WorkZone Client, your saved queries are displayed in the Navigation pane in the My List list. You can add the query to a dashboard by dragging the query into the Navigation pane.

Use definitions for standard lists

You can use the definitions for standard lists as a starting point for customizing standard lists.

See Standard lists.

Copy filter components to activity types in case activities

You can use QueryBuilder to create queries and copy relevant components to the WorkZone activity types in DCR processes that you create in DCR Design Portal.

Activity types

Identify entity names and IDs for mapping fields in Interact forms

When you create Interact forms, you can use QueryBuilder to look up names of entities and fields.

Mass dispatch

Use QueryBuilder to create a recipients list to be used in a Mass dispatch process, you must fill in the server paths that corresponds to the fields you want to use in the letter template. You can look up the fields and corresponding server paths in QueryBuilder.

Create rule sets for case monitoring

Create rule sets for Case monitoring service workflows.

Process error handling and troubleshooting processes

You can use QueryBuilder to create queries that extract information that you can use to troubleshoot processes and service workflows.

Auto purge

When the ScanJour.AutoPurge.exe program is executed and cases and documents are deleted, you can view the status of the deletions and any potential errors that may have occurred in the Windows using QueryBuilder to generate OData queries.

Auditing

Use QueryBuilder to create and display auditing results in a list in WorkZone Client.

You can use the following tables to query auditing results:

• Cases: FileAudits

• Contacts: NameAudits

• Documents: RecordAudits

• FileContacts: FileContactHistories

• Objects<Custom.MyType>: ObjectAudits<Custom.Audit.MyTypeAudit>

View debug results

You can create a query that searches for debug results generated by SjDebug.asp. Use the Debug entitity.