This documentation applies to the 8.1 version of Change Management, which is in "End of Version Support." You will not be able to leave comments.

To view the latest version, select the version from the Product version menu.

Creating user-defined queries in the Change Calendar

The Calendar enables you to create customized queries based on frequently required information. Queries are created for a data source and associated with a related form. Additional qualifiers can be defined to query data on the related form.

Data source and form associations are created in the Data Source configuration form.

To create or modify a user-defined query

  1. Open the Calendar.
  2. In the top-right area of the Calendar, click the Settings icon and then select Manage Queries.
  3. Click Create to create a new query, or select an existing query from the My Queries list and update the field values to modify it.
  4. Enter or modify the following values:

    Field name

    Description

    Query Name

    Define the name of the query by selecting or entering up to three levels of categorization for the query. The Query Tier fields allow three levels of categorization for your search queries.

    Note: Ensure that you do not use a common name for objects that are at the same level in the My Queries list. For example, if you have a filter, similar to By Status, that you label as By Assignee, you cannot use the same name for a different filter or query at the same level as the By Assignee filter.

    Data Source

    Select the type of data to display from the list.

    Form

    Select the form that you want to use to build your filter query. The Form list displayed depends on the data source selected.

    For Change Management, the following forms are available:

    • Change and Associations — Performs a search of change records and associated records
    • Change and Impacted Areas — Performs a search of change records and related impacted areas
    • Change Management Main Form — Performs a basic change record search
    • Release Manifest to Change Association — Performs a search for change records included within a release manifest


    For Release Management, the following forms are available:

    • Release and Associations — Performs a search for release records and associated records
    • Release Management Main Form — Performs a basic search of the release records

    For Incident Management, the following forms are available:

    • Incident and Associations — Performs a search for incident records and associated records
    • Incident Management Main Form — Performs a basic search of the incident records

    For Problem Management, the following forms are available:

    • Problem and Associations — Performs a search for problem records and associated records
    • Problem Management Main Form — Performs a basic search of the problem records

    Build Qualification

    Click the (+) icon to add search criteria to the defined filters based on the fields from the data source form. Use the Advanced Qualification Builder to define the search criteria by using a combination of valid operators, wildcards, and keywords and fields found on the selected form.

    The Advanced Qualification dialog box includes:

    • Operators and symbols required to create the search query
    • The Keywords field from which you can select basic BMC Remedy keywords
    • The Fields option, which displays the database name of the fields available on the selected data source form.

      Use the operators, symbols, and fields to create your query, and then click Select to save the query.

      For an example about creating a custom query qualification, see Example - Defining advanced qualifications for the Change Calendar queries.

    Enable

    Select this option to enable the query.

  5. Click Save Query to save the new query or updates made to the existing query.
    Any new queries that you create are listed under the query tiers that you defined when creating the query in the Query selection list of the Manage Queries dialog box. Log off and log on again to view the new queries in the Queries > My Queries list in the Filters & Queries pane.
  6. Click Save to save your changes.

    Tip

    To delete an existing query from the Query Selection list, select it and click Delete.

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