Query builder for AIM data

The query builder lets you create, save, and load detailed queries. Queries can consist of keywords, types, and multiple parameters. Use queries to find asset information including documents, tags, events, tasks, locations, 3D models, physical equipment, and activity.

The query parameters use the classes, attributes, and relationships that your Asset Information Management Advanced (AIM-A) administrator has defined in the class library. To use the query builder, you should be familiar with these classes, attributes, and relationships.

Create and run a query

To create and run a new query:

1. Select Create from the navigation rail, then select Query.

2. Enter keywords in the Enter search text field.

3. To narrow your query to particular types of asset information, select the Types field and select the types to search for.

4. Add query parameters:

   1. Select the Add button, then select Attribute or Related Item. The parameter is added.

   2. Set the parameter values.

   3. If one or more parameters have already been added, select whether the additional parameter uses AND or OR logic.

5. Select Run to run the query.

   The query results display below the query.

6. To save the query:

   1. Select the save icon near the top right of the page. The Save query dialog appears.

   2. Enter a unique name for the query.

   3. Select Private (only visible to you) to make the saved query only visible to you. Otherwise all users will be able to load and run the query.

   4. Select Save.

Load and run a saved query

To load a saved query:

7. Select the Saved queries box near the top right of the page. A dropdown of saved queries appears.

   Enter text in the box to narrow results down to matching saved queries.

8. Select a saved query.

9. Select Run to run the query.

To load a different query, delete the contents in the Saved query box.

Manage saved queries

To manage saved queries, select Manage saved queries near the top right of the page. You can delete saved queries from this dialog.

Wildcard characters

The following wildcard and special characters are supported:

• * (asterisk) and % (percent): Use either * or % to indicate any number of characters.

• _ (underscore): Use _ to indicate a single character.

• [ ] (square brackets): If searching for an object that contains a special character, put the special character instead square brackets. For example, [*].

Filter and sort results

The following options are available to filter and sort the query results:

• To sort by a column, select that column header. Select the column header again to reverse the sort order.

• Select the filter icon to toggle the filter boxes. Enter the values you wish to filter by in the appropriate boxes.

Manage columns

To add and arrange the query result columns:

10. Select Manage Columns. The Manage Columns pane appears.

11. Select Add column, then select the column to add.

12. To rearrange an added column, select the move icon and drag it. Select the remove icon to remove it.

    Only added columns can be arranged or removed. The default columns (ID, Name, and Type) always appear as the first three columns and cannot be rearranged or removed.

13. Select Save.

Export query results

To export query results to an Excel or CSV file:

14. Select Export. The Export query results dialog appears.

15. Select the format to export to, and whether to include associated documents.

16. Select Export to export the results.

Note: If you have added columns through Manage Columns, some data from the columns may not be included. The export file only includes data for attributes that are directly available on the entities. Attributes coming from related datasets are not included in the export file.