App Query Fields

The App Queries module offers a thorough display of queries saved from different centres in XoroERP system, ensuring that users granted access to their respective centres can access and make use of these queries. Within this page, users possess the ability to effortlessly edit, delete, and view app queries, providing a smooth and efficient experience in handling and utilizing query data according to their requirements.

Search Field

Search: This allows users to search for a specific query related to a specific centre in XoroERP.

Header Icons

These functionalities are designed to meet diverse needs, ensuring users experience seamless navigation and effective management of customer information.

1. Refresh:

   • This empowering functionality allows users to refresh search results based on selected criteria, ensuring the displayed information is consistently up-to-date.

2. Save:

   • The Save feature preserves updated user interface (UI) settings, delivering a personalized and consistent experience for future interactions within the module.

3. Columns:

   • Representing customizable criteria, Columns empower users to refine their searches further. The options in the dropdown menu for Columns dynamically adjust based on the active tab, ensuring relevance and convenience.

Column Options:

Name: This is the name of the App Query.

Module Name: This is the name of the module to which the App Query is related.

Description: This is the description of the App Query that allows users to identify the nature of the query. For example, the description can be Discount Orders Today.

Created By: This displays the name of the user who created the App Query.

1. Download:

• This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.

Creating App Queries

Here are the steps to create App Queries in XoroERP:

1. Open any centre for which you want to save the query.

2. Click on "Advanced Search" to access advanced filtering options.

3. Add the column names, operators, and values that you want to include in the query for the report.

4. Click on "Save as Query" to save the configured query settings.

1. Enter the desired "Report name" to identify the query.

1. Provide a brief description in the "Report description" field to explain the purpose of the query.

2. Select "Application" as the Report Type to categorize the query appropriately.

3. Finally, click on "Save" to create and save the App Query for application-level use.