Query Builder Interface

Overview: Query Builder

The Docwize query builder is located in the ‘New’ Module, under ‘Custom Fields.’ This lists created views, as well as provides the place for users to create new queries to build new views.

'Query Builder' button

'Virtual Views' dialog

When users navigate to the 'Query Builder' section, they encounter the 'Virtual Views' dialog.

'Virtual Views' dialog

Field	Description
Create New View	Navigates to the Query Lab canvas.
(Various names)	List of names of created views.

The Query Lab

When users click on 'Create New View', they are directed to the Query Lab. Queries are built in the Query Lab's canvas.

Example: 'Query Lab' canvas

Query Builder: An example query

The Query Lab has four main sections.

Left-hand Section

Field	Description
Custom Fields	Lists all available Custom Fields to select from.
Tables	Enables users to select the template type (grid, gridlink, filter) for the display of the custom fields.
Views	Enables users to select the display mode, choosing between a form or a grid.
Virtual Views	If a grid Display Mode is selected, this enables users to select if it allows for one or multiple.
Search	AI Extraction Prompt
	When selected, populates a dropdown menu of additional fields.
	Enables users to select a field to drag onto the canvas to create a node.

Upper Central Section

This is the query builder canvas. Users can select items from the lefthand section to drag into the canvas. Fields that are dragged and dropped appear as a node.

Example: Node

Field	Description
	Enables users to link nodes as they build a complex query.
	Includes the column in the select.
Description	The column name. Note: Double clicking allows you to rename the column.

There are certain fields in a node which are standard:

Field	Description
OwnID	Unique ID in the table/view.
Entityid	Usually represents a document ID.
Entitytype	“D” for Document.
Entrydate	Date the row was inserted.
Entryperson	User ID of the user who did the insert.
entrybatchid	UUID unique to a batch insert.

Bottom Central Section

Field	Description
Configure Query	Toggles between the ‘Configure Query’ and ‘Results’ view, where users can view output columns, add static or runtime filters and add groupings to the query.
Results	Toggles between the ‘Configure Query’ and ‘Results’ view, where users can view output columns, add static or runtime filters and add groupings to the query. See additional details below.
Columns	Column descriptions for the output query.
Conditions	Enables users to apply static and runtime filters.
Groupings	Enables users to apply grouping and aggregations.

When viewing the 'Results' view, users have access to the following:

Field	Description
Select All	Fetch all rows.
Page Size	Batch size for pagination.
No/no rows	Total rows in the query.
Query Time	Time taken for query to execute.

Right-hand Section

Field	Description
	Allows users to connect to external databases.
	Loads the backend representation of a query (in JSON) for confirmation and/or editing.
	Uses the jsonlogic query as the source instead of the diagram.
	This will autoformat edits to JSON.
	Assists in fixing query errors.
Test Query	Enables users to run the query to preview results.
Save Datasource	Prompts the pop-up dialog for a user to save the created datasource.

How to Build a Query

Step	Description
1	Select for the relevant field(s), dropping and dragging them onto the Query lab canvas, where they convert to nodes.
2	Make the relevant row(s) visible on the selected nodes.
3	Optional: link rows across nodes.
4	Click on ‘Test Query’ and navigate to the bottom central section to confirm what is populated. Adjust if needed.
5	NOTE: remember to click on ‘Set as Source’ once editing is complete.
6	Click on ‘Save Datasource’ and input a name.