Document number: 18074

 

The following steps will walk you through creating a query in Vantive, saving the query, and opening a saved query.

Other queries may be run in the same manner simply by changing the query selection criteria.

To create a query to show all cases assigned to you:

1. From the Vantive main toolbar, select File, then Open.
2. Select Service Activities then Case from the next two drop down lists.
3. In the query selection window, enter your name in the Case Owner field.

To run the query now, click on the Search button.

To save the query:

1. Select Utility from the Vantive main toolbar.
2. Click on Save Query from the drop down list.
3. You will be prompted to input a query name. Type the name of your query into the File name: field.
4. Click on the Save button.

Your query has now been saved.

To re-run a query with the same criteria:

1. Select Utility from the Vantive main toolbar.
2. Click on Load Saved Query from the drop down list.
3. This will re-load the previously saved query data.
4. Click on the Search button to run the query.

Saving a query eliminates the need to recreate common search criteria.

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 1999 All rights reserved.
Created: pjb 01/13/1999