4.Enquiries in T24

ENQUIRY

Date Of Issue

Version

Changes

By

Dec 2004

1.0

Initial

Alagammai Palaniappan

Jan 2004

1.1

Few additions and corrections

Sara Cleur

Reviewed By

Information in this document is subject to change without notice. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of TEMENOS Holdings NV.

Enquiry

Table of Content Introductio Introd uction........................ n...................................... ........................... ........................... ........................... ........................... ........................... ........................ ......................... ....................... ......... 4 The ENQUIRY Applic Application........... ation........................ ........................... ........................... .......................... ........................... .......................... .......................... .......................... ............ 4 Creating Creat ing A Simple Enquir Enquiry....................... y................................... ......................... .......................... .......................... ........................... ........................... ....................... ............... ..... 4 Important Import ant Fields In The ENQUIR ENQUIRY Y Applica Application.................. tion................................ ........................... .......................... .......................... ........................ ........... 5 Creating Crea ting An Enqu Enquiry............... iry........................... .......................... ........................... ........................... ........................... .......................... ........................... ........................... .................. ..... 6 Executing Execu ting The Enqui Enquiry ry ............ .......................... ........................... ........................... ........................... ........................... .......................... .......................... .......................... ............ 6 Creating Crea ting An Enqu Enquiry iry With Head Headings....... ings.................... .......................... .......................... .......................... .......................... .......................... ......................... ................. ..... 7 Enquiry Enqui ry Fields – Relatin Relating g To Headi Headings ngs ............ ......................... ........................... ........................... .......................... .......................... ......................... ............... ... 7 Creating Crea ting Enquir Enquiries ies With Cond Conditions itions .............. .......................... ......................... ........................... ........................... .......................... ........................... ....................... ......... 7 Enquiry Enqui ry Fields – Relatin Relating g To Select Selection ion Cond Conditions.................... itions.................................. ........................... ......................... ......................... ................. .... 7 Specifying Specify ing Compl Complex ex Conditio Conditions............... ns............................ .......................... .......................... .......................... ......................... ......................... ......................... .............. 7 Creating Crea ting Drill Down Enquir Enquiries ies ............ ......................... ........................... ........................... ........................... ........................... .......................... ........................ ................... ........ 7 Enquiry Enquir y Fields – Relati Relating ng To Drill Down Facilit Facility y ............ ......................... .......................... .......................... ......................... ........................ ................. ..... 7 Define The Child Enqui Enquiry........................ ry..................................... .......................... ........................... .......................... .......................... ........................... ..................... ........ 7 Define The Paren Parentt Enqui Enquiry ry ............ ......................... ........................... ........................... .......................... ........................... .......................... ........................ ................. ..... 7 Corrected Correc ted Paren Parentt Enqui Enquiry ry ............. .......................... ......................... .......................... ........................... .......................... ........................... ......................... .................. ....... 7 Options Option s With Drill Down Enqu Enquiries........ iries...................... ........................... ........................... .......................... .......................... ........................... ......................... .............. 7 Syntax For Specifying Images As Drill Down Links....... Links................... ...................... ...................... ....................... ...................... .................... ......... 7 Illustration Illustra tion ............ .......................... ........................... ........................... ........................... .......................... ........................... ........................... ........................ .......................... ................. .. 7 Syntax Synta x For Having List Boxes As Drill Down Links ............. .......................... .......................... ........................... ........................... ................... ...... 7 Illustration Illustra tion ............ .......................... ........................... ........................... ........................... .......................... ........................... ........................... ........................ .......................... ................. .. 7 Creating Crea ting Fast Path Enqui Enquiries ries ........... ........................ .......................... ........................... .......................... ......................... .......................... ......................... ....................... ........... 7 Enquiry Enqui ry Fields – Relat Relating ing To Fast Path Enquir Enquiry y ............. .......................... .......................... ........................... ........................... ........................... .............. 7 Buttons Button s Displ Displayed ayed In A Fast Path Enqu Enquiry iry ............. ........................... ........................... ........................... ............................ ............................ ................. ... 7 Specifying Multiple Actions In Fast Path Enquiries.... Enquiries............... ...................... ...................... ...................... ....................... ...................... ................ ...... 7 Creating Creat ing Editab Editable le Fast Path Enquir Enquiries................ ies............................ ......................... ........................... ........................... .......................... ........................ .............. ... 7 Enquiry Fields – Relating To Fast Fast Path Editable Enquiry.. Enquiry............. ...................... ..................... ..................... ...................... .................. ....... 7 Creating Crea ting Enquir Enquiries ies With Image Images........... s........................ ........................... .......................... ......................... ........................... ........................... ....................... .................. ........ 7 Enquiry Enqui ry Fields – Relati Relating ng To Imag Image e Displa Display........................ y..................................... ........................... ........................... ........................... ...................... ........ 7 Options Option s Suppo Supported rted By The ‘OPERATION’ Field ............. .......................... .......................... ........................... ........................... ....................... .......... 7 Creating Crea ting Enquir Enquiries ies With Variou Various s Displa Display y Types.............. Types........................... .......................... .......................... .......................... .......................... .................. ..... 7 ‘BAR’ Enqui Enquiries ries ............ ........................... ............................. ........................... ........................... ............................ ............................ ........................... ........................ .................... ......... 7 Enquiry Enqui ry Fields – Relati Relating ng To ‘BAR’ Enquiries ........... ......................... ........................... .......................... ......................... ......................... ................. .... 7 ‘PIE’ Enqui Enquiries................ ries............................. ........................... ........................... ........................... .......................... .......................... ........................... .......................... ...................... ......... 7 Enquiry Enqui ry Fields – Relat Relating ing To ‘PIE’ Enquir Enquiries............... ies............................. ........................... ........................... ........................... .......................... ............. 7

Temenos Training Publications

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Table of Content Introductio Introd uction........................ n...................................... ........................... ........................... ........................... ........................... ........................... ........................ ......................... ....................... ......... 4 The ENQUIRY Applic Application........... ation........................ ........................... ........................... .......................... ........................... .......................... .......................... .......................... ............ 4 Creating Creat ing A Simple Enquir Enquiry....................... y................................... ......................... .......................... .......................... ........................... ........................... ....................... ............... ..... 4 Important Import ant Fields In The ENQUIR ENQUIRY Y Applica Application.................. tion................................ ........................... .......................... .......................... ........................ ........... 5 Creating Crea ting An Enqu Enquiry............... iry........................... .......................... ........................... ........................... ........................... .......................... ........................... ........................... .................. ..... 6 Executing Execu ting The Enqui Enquiry ry ............ .......................... ........................... ........................... ........................... ........................... .......................... .......................... .......................... ............ 6 Creating Crea ting An Enqu Enquiry iry With Head Headings....... ings.................... .......................... .......................... .......................... .......................... .......................... ......................... ................. ..... 7 Enquiry Enqui ry Fields – Relatin Relating g To Headi Headings ngs ............ ......................... ........................... ........................... .......................... .......................... ......................... ............... ... 7 Creating Crea ting Enquir Enquiries ies With Cond Conditions itions .............. .......................... ......................... ........................... ........................... .......................... ........................... ....................... ......... 7 Enquiry Enqui ry Fields – Relatin Relating g To Select Selection ion Cond Conditions.................... itions.................................. ........................... ......................... ......................... ................. .... 7 Specifying Specify ing Compl Complex ex Conditio Conditions............... ns............................ .......................... .......................... .......................... ......................... ......................... ......................... .............. 7 Creating Crea ting Drill Down Enquir Enquiries ies ............ ......................... ........................... ........................... ........................... ........................... .......................... ........................ ................... ........ 7 Enquiry Enquir y Fields – Relati Relating ng To Drill Down Facilit Facility y ............ ......................... .......................... .......................... ......................... ........................ ................. ..... 7 Define The Child Enqui Enquiry........................ ry..................................... .......................... ........................... .......................... .......................... ........................... ..................... ........ 7 Define The Paren Parentt Enqui Enquiry ry ............ ......................... ........................... ........................... .......................... ........................... .......................... ........................ ................. ..... 7 Corrected Correc ted Paren Parentt Enqui Enquiry ry ............. .......................... ......................... .......................... ........................... .......................... ........................... ......................... .................. ....... 7 Options Option s With Drill Down Enqu Enquiries........ iries...................... ........................... ........................... .......................... .......................... ........................... ......................... .............. 7 Syntax For Specifying Images As Drill Down Links....... Links................... ...................... ...................... ....................... ...................... .................... ......... 7 Illustration Illustra tion ............ .......................... ........................... ........................... ........................... .......................... ........................... ........................... ........................ .......................... ................. .. 7 Syntax Synta x For Having List Boxes As Drill Down Links ............. .......................... .......................... ........................... ........................... ................... ...... 7 Illustration Illustra tion ............ .......................... ........................... ........................... ........................... .......................... ........................... ........................... ........................ .......................... ................. .. 7 Creating Crea ting Fast Path Enqui Enquiries ries ........... ........................ .......................... ........................... .......................... ......................... .......................... ......................... ....................... ........... 7 Enquiry Enqui ry Fields – Relat Relating ing To Fast Path Enquir Enquiry y ............. .......................... .......................... ........................... ........................... ........................... .............. 7 Buttons Button s Displ Displayed ayed In A Fast Path Enqu Enquiry iry ............. ........................... ........................... ........................... ............................ ............................ ................. ... 7 Specifying Multiple Actions In Fast Path Enquiries.... Enquiries............... ...................... ...................... ...................... ....................... ...................... ................ ...... 7 Creating Creat ing Editab Editable le Fast Path Enquir Enquiries................ ies............................ ......................... ........................... ........................... .......................... ........................ .............. ... 7 Enquiry Fields – Relating To Fast Fast Path Editable Enquiry.. Enquiry............. ...................... ..................... ..................... ...................... .................. ....... 7 Creating Crea ting Enquir Enquiries ies With Image Images........... s........................ ........................... .......................... ......................... ........................... ........................... ....................... .................. ........ 7 Enquiry Enqui ry Fields – Relati Relating ng To Imag Image e Displa Display........................ y..................................... ........................... ........................... ........................... ...................... ........ 7 Options Option s Suppo Supported rted By The ‘OPERATION’ Field ............. .......................... .......................... ........................... ........................... ....................... .......... 7 Creating Crea ting Enquir Enquiries ies With Variou Various s Displa Display y Types.............. Types........................... .......................... .......................... .......................... .......................... .................. ..... 7 ‘BAR’ Enqui Enquiries ries ............ ........................... ............................. ........................... ........................... ............................ ............................ ........................... ........................ .................... ......... 7 Enquiry Enqui ry Fields – Relati Relating ng To ‘BAR’ Enquiries ........... ......................... ........................... .......................... ......................... ......................... ................. .... 7 ‘PIE’ Enqui Enquiries................ ries............................. ........................... ........................... ........................... .......................... .......................... ........................... .......................... ...................... ......... 7 Enquiry Enqui ry Fields – Relat Relating ing To ‘PIE’ Enquir Enquiries............... ies............................. ........................... ........................... ........................... .......................... ............. 7


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Additional Information about the CONVERSION field ........... ..................... ..................... ...................... ...................... ...................... .............. ... 7 ‘Progress ‘Progre ss Bar’ Enqui Enquiries............ ries........................ .......................... ........................... ........................... ............................ ............................ .......................... ....................... ........... 7 Enquiry Fields – Relating To ‘Progress Bar’ Enquiries..... Enquiries................ ....................... ....................... ....................... ....................... ................ ..... 7 Creating Crea ting Contex Contextt Enqu Enquiries........................ iries...................................... ........................... .......................... ........................... ........................... .......................... ........................ ........... 7 Application Level Context Enquiry... ........... ...................... ...................... ...................... ...................... ...................... ...................... ...................... ..................... .......... 7 Illustration Illustra tion ............ .......................... ........................... ........................... ........................... .......................... ........................... ........................... ........................ .......................... ................. .. 7 Fields In CONTEXT. CONTEXT.ENQUIR ENQUIRY Y Applica Application tion ............ ......................... .......................... ........................... ........................... .......................... .................. ..... 7 Field Leve Levell Contex Contextt Enquir Enquiries............... ies........................... ......................... .......................... .......................... .......................... .......................... ........................ ................ ..... 7 Summary Summa ry .............. ........................... ........................... ............................ ........................... ........................... ........................... ........................... ......................... ........................ ...................... ......... 7


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Introduction Having data in a database is worth little unless it can be extracted and utilized. The real power of a T24 database will be the experience and knowledge in unlocking the data and in presenting correct and complete information back to users. An ENQUIRY is a question you ask the system about your data. They are similar to select statements as they enable a user to extract data from si ngle or multiple files in addition to presenting complex data in any required format. There is much more that one can do with an enquiry, like

♦

Invoke drilldown enquiries, i.e., from a summary ENQUIRY to a more detailed view

♦

Launch an ENQUIRY as context sensitive while working with a related application

♦

Launch applications and default information from the ENQUIRY into the contract

♦

Display and sort the data in a number of formats

♦

Export ENQUIRY result into a Windows application such as an Excel worksheet

♦

Display result in pie charts, bar charts, progress bars, graphs etc

♦

Create reports whose data can be edited

♦

Create reports with specific captions, headers and footers

♦

Create complex reports with sub-totals and grand-totals

The ENQUIRY Application The ENQUIRY application in T24 enables us to query the T24 database and create customized reports. It gives us the flexibility to create complex reports, reports with pie charts, bar charts, etc. Let us understand how to create a simple report using the ENQUIRY application. Once we are clear with creating simple reports, we will move on to more complicated ones.

Creating A Simple Enquiry Create a report that will display the I D, Mnemonic, Sector, Nationality and Residence of all customers. In order to create the above-mentioned report, we need to create a record in the ENQUIRY application. The Enquiry application gives us the flexibility to define the various fields that need to be displayed. Let us understand the important fields in the Enquiry application and the move on to creating the enquiry.


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Important Fields In The ENQUIRY Application Field Name

Description

Page Size

Contains the screen coordinates for display of data. X,Y X – First line of the report Y – Last line of the report X cannot be greater than Y Total length of the field including the ‘,’ cannot be more than 5 characters Example : 1,25

File Name

The name of the file whose data needs to be displayed in the report. This is a single value field and hence only one file name can be specified here. The file name used here must have an entry in STANDARD.SELECTION application and the FILE.CONTROL application.

Field Name

User defined name (label) for the field that is to be displayed/used in the enquiry.

Operation

The actual name of the field as in the T24 database that needs to be displayed. Usually the field ‘Field Name’ and ‘Operation’ contain the same value.

Column

The column where the data needs to be displayed. When data needs to be displayed in the header region, this field will contain a column and a row co-ordinate.

Length Mask


The total length of the field defined in the enquiry. This value is defaulted by the Enquiry sub system based on the data in the STANDARD.SELECTION application.

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Creating An Enquiry Now let us create the report using the Enquiry application. ID : TRG.ENQUIRY1 At the command line type : ENQUIRY, I TRG.ENQUIRY1 and input the necessary data.

Executing The Enquiry Now that we have create the Enquiry, let us execute it. In order to execute the enquiry, type ENQ NONE at the command line. ENQ is the abbreviation for ENQUIRY.SELECT. We specify NONE so that the selection criteria box is not displayed. If you wish to enter dynamic selection, then do not specify NONE while executing the enquiry.


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Note : There are 25 records displayed in once screen. This is because the of the setting in the field ‘PAGE.SIZE’


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Creating An Enquiry With Headings In the enquiry that we just created, there were no headings, no field headings etc. It is vital that a report contains meaningful headings so that any users will b able to understand the report. Let us specify field headings and some headings for the entire report.

Enquiry Fields – Relating To Headings Field Name

Description

Header

Values specified here will appear as headings for the report. @(Column,Row) If multi valued – Specify headings in multiple languages If sub valued – Specify headings in multiple lines

Field Name

The value specified here would appear as the column heading for the field when displayed.

GB Field Label

The value specified here will override any value specified in the field ‘Field Name’ and will appear as the column heading for the field. This is an optional field.


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Now let us modify the previous enquiry and add some report headings and column headings

The field name is different from the actual name of the field specified in the OPERATION field.

Since a field label is specified here, this value will appear as column heading and not the value specified in the field ‘Field Name”


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Now let us execute the enquiry and see the results. ENQ TRG.ENQUIRY1 NONE


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Creating Enquiries With Conditions Now that we are familiar with creating simple enquiries, let us now create enquiries with conditions. Assume a scenario where in a report of all customers need to be displayed provided •

They are all residents of US and

•

Their sector can be any value that the user enters at execution time of the enquiry.

In the above requirement, the first is a fixed condition (fixed selection). Meaning, no matter who executes the enquiry, the enquiry should only display the details of customers who reside in US. But the second condition is dynamic in nature (dynamic selection). Each user, while executing the enquiry may give a different sector and based on the value entered by the user at run time, the appropriate customer records need to be selected. The Enquiry application enables us to specify both fixed and dynamic selection criteria.

Enquiry Fields – Relating To Selection Conditions Field Name

Association

Fixed Selection

Description

Specify the fixed selection for the enquiry here. RESIDENCE EQ “US”

Open Bracket

Associated multi value field start

Used to start grouping of conditions. Option field. Valid Value : YES Complex Conditions

Selections Flds

The name of the field whose value can be chosen dynamically at run time. If left blank, all the fields of the application will appear in the selection criteria box. Optional field Valid Value : Valid field name defined in the STANDARD.SELECTION record of the file on which the enquiry is based.

GB Sel Label

The display name of the field specified in the field ‘Selection Flds’. This will be used when the field is displayed in the selection criteria box. Optional field.

Sel Fld Oper


The operands that can be used on the field specified in

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the field ‘Selection Flds’. If no operand is specified, then all the valid operands will be allowed. Specify multiple allowable operands delimited with a space. Valid Operands : EQ : Equal NE : Not Equal GT : Greater Than GE : Greater Than Or Equal To LT : Lesser Than LE : Lesser Than Or Equal To LK : Like UL : Unlike RG : Range NR : Not In Range Required Sel

Specifies if the dynamic selection field entered in the field ‘Selection Fld’ is a mandatory selection field. If set to ‘Yes’, at execution time, a value has to be entered for the selection field else the enquiry will not be executed. Optional field.

Close Bracket

Used to start grouping of conditions Optional Field Valid Value: YES Complex Conditions

Rel Next Field

Associated multi value field end

Specifies how the current selection field is linked to the next selection field (next associated multi value set) Valid values : AND , OR Complex Conditions

Now let us modify the enquiry that we have already created to include selection conditions as specified above. Since the enquiry remains the same, only a portion of the enquiry where changes have been made are displayed below.


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Now let us execute the enquiry. ENQ TRG.ENQUIRY1 Note that ‘NONE’ after the enquiry name has not be supplied as we need to specify dynamic selection criteria. Once the enquiry is executed, the following selection criteria box would be displayed to specify the dynamic selection criteria.

Mandatory selection fields are marked with a ‘*’

Output of the enquiry


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Specifying Complex Conditions We need to amend the enquiry that we have already created to include the following conditions All customers •

Who are residents of (or) Who are nationals of (and)

•

Who belong to sector

need to be displayed in the report. Example : •

Residents of US (RESIDENCE = US) or Nationals of US (NATIONALITY = US) (and)

•

Belong to the financial corporations sector (SECTOR = 1000)

For the above condition, if we were to write a SQL statement, we would like as follows. SELECT CUSTOMER WHERE (RESIDENCE = “US” OR NATIONALITY = “GB”) AND SECTOR = 1000 Please note that the SQL statement is only a sample SQL statement used to enhance the understanding of certain fields in the Enquiry application. This SQL statement will not work on jBASE and may not work on other databases. Now, let us map the conditions to the Enquiry application. Since the enquiry remains the same, only portions of the enquiry where changes have been made are displayed below.

Now let us execute the enquiry and specify the dynamic selections.


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Creating Drill Down Enquiries The Enquiry application in T24, allows us to move on(drill down) from one enquiry to another. This facility of the Enquiry sub system is normally used to drill down from a summary enquiry to a more detailed enquiry. Let us understand this with an example. We need to create a report that will list the following details of all customer accounts. Account ID

• •

Mnemonic

•

Category

•

Currency and


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•

Working Balance

The user should be given an option to move on to a customer enquiry (her after referred to as the child enquiry) and view the details of the customer from with in the Account enquiry(here after referred to as the parent enquiry) by the click of a button.

Enquiry Fields – Relating To Drill Down Facility Field Name

Association

Enq (Enquiry)

Start of value set

associated

Sel Crit (Selection Criteria)

Sub value field

Description

multi

Specify the name of the enquiry to which we need to drill down to. Should be defined in the Enquiry application. Specify the link between the parent and the child enquiry EQ

Label Field

GB Nxt Desc description)

Name of the field in the parent enquiry that is acting as a link to the child enquiry (Next

level

End of associated multi value set Sub value field

The description that needs to appear when right clicking on the Label field. Can contain any alphanumeric text

Now, let us define the enquiry for the customer application and the account application.


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Define The Child Enquiry


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Define The Parent Enquiry

To ensure that only customer accounts are selected

Name of the child enquiry to be invoked Linking the child enquiry’s field with the parent enquiry’s field* The linking field in the parent enquiry The description that will be displayed in the button that is to be used to drill down *This is an erroneous definition. The following output will be used to explain the erroneous definition. The correct definition is mentioned later in this document.


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Now let us execute the parent enquiry. ENQ TRG.PARENT.ENQ NONE Part of the output of the parent enquiry

Drilldown button along with the description specified in the Enquiry

Click on the ‘Customer Details’ button to drill down to the child enquiry.

In the above output, the Enquiry sub system is trying to equate the @ID of the customer application with an account number. This will never match and hence the above highlighted error message is displayed. This problem occurs because of the wrong definition in the enquiry record. Current value in the Sel Crit field : @ID EQ CUSTOMER Though the definition is ‘Parent enquiry field’ EQ ‘Child enquiry field’, in this case, as there is an ‘@ID’ field in the parent enquiry, it picks up the value of the account number and equates it to the ‘Customer’ field. To avoid this, as a rule, the parent enquiry should not have a field defined with the same name as in the child enquiry. Let us change the name of the @ID field in the parent enquiry and execute the enquiry again.

Corrected Parent Enquiry Only a portion of the parent enquiry that has been changed is displayed below. Temenos Training Publications

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Now execute the enquiry and click on the ‘Customer Details’ button to drill down to the child enquiry. The output will be as follows

Option to move to the parent enquiry from the child enquiry

Options With Drill Down Enquiries By default, when a drill down enquiry is created, the drill down facility is displayed as a button. There are multiple ways of displaying a drill down li nk. They are •

As buttons – When there are 2 or less drilldowns without images.

•

As a list with a Go button – When there are 3 or more drilldowns without images.

•

As images – as defined in the ENQUIRY record.

Syntax For Specifying Images As Drill Down Links In order to specify an image as a drill down link, in the field ‘GB Nxt Desc’ specify the description and suffix it with “[“ followed by the ‘gif’ file name. The gif file should exist under the BrowserWeb/plaf/images//enquiry/drilldown

directory. You will be able to find this path under the directory where your web server (Tomcat) has been installed.


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Illustration In order to illustrate the above-mentioned options with drill down enquiries, 2 more child enquiries need to be created. 1. Child Enquiry – Based on the Category file. This enquiry is to display the ID and the SHORT.TITLE from the Category application 2. Child Enquiry – Based on the Currency file. This enquiry is to display the @ID and the CCY.NAME from the Currency file. Now that the child enquiries have been created, link them to the parent enquiry (Account Emquiry) and make the necessary changes to the parent enquiry to reflect the new drill downs. Only the modified portion of the parent enquiry has been displayed below.

Note that a gif file name has been specified here to display the drill down option as an image instead of a button Portion of the output of the modified parent enquiry

Syntax For Having List Boxes As Drill Down Links In order to have list boxes as drill down links, just specify more than 2 child enquiries to a parent enquiry. Automatically the drill down links will appear as a list box.

Illustration Let use the 3 child enquiries created previously defined, namely •

TRG.CHILD.ENQ – Customer enquiry

•

TRG.CATEG.CHILD.ENQ – Category enquiry

•

TRG.CCY.CHILD.ENQ – Currency enquiry


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Let us use the parent enquiry TRG.PARENT.ENQ previously defined for this purpose. Let us modify the drill down link definition in the parent enquiry and see the difference in output. Portion of the modified parent enquiry

Portion of the output

Creating Fast Path Enquiries A user in a bank is responsible for the ‘Lending’ operations in the bank. Every day, before the COB, he needs to authorise all loans/deposits created using the ‘LD’ module in T24. To satisfy this requirement, all that we need to do is to enable him to list the unauthorised records of the LD application and then allow him to authorise those records (ie) List records to the user and allow him to perform an operation on that set of records. This is exactly what fast path enquiries enable us to do. Fast Path enquiries are enquiries that enable us to perform various actions on the click of a button on records that are displayed as a result of executing an enquiry. Following actions can be performed on records listed by fast path enquiries. •

Authorise

•

Verify

•

Delete

•

Reverse

•

See


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•

Edit (Input)

Enquiry Fields – Relating To Fast Path Enquiry Field Name

Enq (Enquiry)

Association

Description

Start of associated multi value set

Specify the action to be performed when choosing an option. @ID

CUSTOMER I @ID CUSTMER A @ID (or) @ID

CUSTOMER,INP I @ID CUSTOMER,AUT A @ID Abbreviations are not supported in this field. Label Field

Holds the name of the ID field Example : @ID

GB Nxt Desc description)

(Next

level

End of associated multi value set Sub value field

The description that needs to appear when right clicking on the Label field. Can contain any alphanumeric text

Let us create a fast path enquiry that will list all the unauthorised records of the FUNDS TRANSFER application and provide the ‘Authorise’ option to the user.


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Now let us execute the enquiry.

Buttons Displayed In A Fast Path Enquiry Button

Description

Select all records

Select a particular record


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Enquiry

Will appear adjacent to a record after the record has been successfully processed Will appear adjacent to a record after if the record has not been successfully processed

Choose the required action from the list box , use the check boxes displayed adjacent to the records and choose the required records, then click on the ‘GO’ button so that T24 performs the required action.

Specifying Multiple Actions In Fast Path Enquiries We can specify multiple actions to be performed by fast path enquiries. In the above example, we only provided the option to ‘Authorise’ records. We can provide options to Delete, Verify and Reverse records using a fast path enquiry. In order to provide multiple options, all that we need to do other than setting the ‘Attributes’ field to ‘FASTPATH’ is to expand the associated multi-value set mentioned above and specify the various actions. Enq

: @ID

Label Field

: @ID

GB Nxt Desc

:

Enq

: @ID

Label Field

: @ID

GB Nxt Desc

:

Creating Editable Fast Path Enquiries Fast path enquiries provide a unique capability of editing values as they are displayed in the enquiry. This facility is how ever restricted to live records only (ie) Only if the enquiry displays live records, can the values be edited. Let us create an enquiry based on the customer application and allow the user to edit the ‘Name.1’ field.

Enquiry Fields – Relating To Fast Path Editable Enquiry Field

Description

Field Disp Type

Contains the display type of a field. Set this field to ‘EDIT’ so that the value of the field can be edited when displayed in a fast path enquiry. This option will work only for fast path enquiries. This option will only work when performed on authorised records.

Fined below the customer enquiry with the above-mentioned options.


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The SHORT NAME field is displayed as a text box so that user can edit values.

After editing the value, click on ‘GO’ button so that the record gets committed to the database.


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Creating Enquiries With Images The Enquiry sub system in T24 enables us to display images in reports. A bank wishes to have a report of all customer accounts. The fields that need to be displayed in the report are Account Number

• •

Category

•

Currency

•

Working Balance

If the working balance is less then 1000 (in any currency), then an image to notify the user that the balance of an account is less than 1000 needs to be displayed adjacent to the account record.

Enquiry Fields – Relating To Image Display Field

Description

Operation

Contains the path and the name of the gif file that is to be displayed for the appropriate field “C:\enquiryimages\image1.gif”

Field Disp Type

Should be set to ‘IMAGE’ for display of images

Now let us create the enquiry to meet the above-mentioned requirement.


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Definition of an image

Display of the image with the field ‘Field Disp Type’ set to IMAGE


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Options Supported By The ‘OPERATION’ Field In the field definition of the field DISP.WBAL.CRITAL, an ‘IF ‘ condition has been used. The ‘OPERATION’ field in the Enquiry application supports number of options like Options

Description

FieldName

Dynamically locates the field reference by using FILE.NAME's in STANDARD.SELECTION record.

Field Number

Field reference in Numeric format.

SELECTION XXX

Return the value of the SELECTION.FIELD XXX entered in the selection criteria.

FIELD XXX

Extract current value of enquiry field XXX.

TOTAL XXX

Total enquiry field XXX.

BREAK CHANGE XXX (or) B C XXX

Break on change of enquiry field XXX.

BREAK LINE NN

Break when line NN has been exceeded.

CALC XXX + YYY

Add enquiry field XXX and YYY.

You can use -,* and / along with CALC IF AA GT BB XXX YYY

If enquiry field AA is greater than enquiry field BB then process enquiry field XXX or process enquiry field YYY and return the value to this enquiry field. The valid operands are EQ, NE, GT, LT, GE, LE, RG, NR, LK, UL. Field is sub-valued to allow the decision criteria to span more than a single line for clarity.

"zzzzz"

Use the constant contained in quotes.

!USER

Extract current user id.

!TODAY

Extract today’s date.

!COMPANY

Extract current company id

!LANGUAGE

Extract user’s ;anguage code

!LOCAL.CCY

Extract local currency code

!LAST.WORKING.DAY

Extract last working day

!NEXT.WORKING.DAY

Extract next working day

Let us execute the enquiry now and see the result.


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Creating Enquiries With Various Display Types The Enquiry sub system in T24 enables us to display the output of an enquiry as •

Bar charts

•

Pie charts

•

Progress bars

•

Graphs

Let us learn to create enquiries to display data in the above-mentioned ways.

‘BAR’ Enquiries There is a requirement where in the account number, working balance need to be displayed for all customer accounts with no overdrafts. Working balance needs to be displayed normally as well as a bar.

Enquiry Fields – Relating To ‘BAR’ Enquiries Field

Description

Field Disp Type

Set this field to ‘BAR’ to display the data of the field as a bar. Negative values will be considered Can have any number of fields having ‘Field Disp Type’ set to BAR.


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Let us create the enquiry to display data in the form of a bar chart.

Now let us execute the enquiry. ENQ TRG.DISP.TYPES.ENQ.BAR1 NONE Output of the enquiry


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‘PIE’ Enquiries There is a requirement where in the account title and working balance need to be displayed for all customer accounts with no overdrafts. Working balance needs to be displayed as a pie chart.

Enquiry Fields – Relating To ‘PIE’ Enquiries Field

Description

Field Disp Type

Set this field to ‘PIELABEL’ to define the text labels for the items and set this field to ‘PIE’ to define the values of the items. The Browser will adjust the display based on the percentage of the overall total. Any negative values added to the pie chart display are ignored. Can define only one PIE/PIELABEL for an enquiry

Let us create an enquiry to satisfy the above-mentioned requirement.

The Account Title can be obtained by specifying the field name as ‘ACCOUNT.TITLE.1’. The @ID field is defined, and a “Link” conversion is used to illustrate he use of ‘Link’ in the ‘Conversion’ field.

Let us execute the enquiry. ENQ TRG.DISP.TYPES.ENQ.PIE NONE


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Additional Information about the CONVERSION field Conversion

Operation

FIELD X,N1,N2

Extract from the data, delimited by X, the N1th field to the N2th.

EXTRACT N1,N2

Extract from the data starting at position N1 for N2 bytes.

SUBSTITUTE X,Y

If the data equals X then replace it with Y.

CONVERT X,Y

Replace every occurrence of the character X with Y.

VALUE X,Y

Extract value X, sub-value Y from the data.

JULIAN

Convert the data from YYYYMMDD format to PRIME internal format.

OCONV XXX

Convert data using Info-Basic OCONV instruction XXX.

ICONV XXX

Convert data using Info-Basic ICONV instruction XXX.

LINK XXX,YYY

Read file XXX using the current data as the key and return field name YYY as defined in the STANDARD.SELECTION record for XXX. Do not specify F. or company mnemonic in file name. Field Name YYY may be a data field or an I or J descriptor defined in the Standard Selection record of file XXX Note that if a multi or subvalued item is returned from a LINK version, the multi and sub values are converted to spaces, so the result cannot be displayed in separate lines.

@ XXX

Call user subroutine XXX.

$ XXX

Call user subroutine XXX at selection stage only. Allows manipulation of user selection criteria.


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Pie Label Option to view as a bar chart

‘Progress Bar’ Enquiries There is a requirement where in the account number, category, currency and working balance of all customer accounts with no over drafts need to be displayed. Working balance needs to be displayed as a progress bar.

Enquiry Fields – Relating To ‘Progress Bar’ Enquiries Field

Description

Field Disp Type

Set this field to ‘PROGRESSBARMAX’ to define the maximum value for the progress bar. Set this filed to ‘PROGRESSBAR’ for the field that defines the values for the progress par. items. The Browser will adjust the display based on the percentage of the overall total. Any negative values will be ignored.

Let us create an enquiry to satisfy the above-mentioned requirement.


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The value of working balance itself is used as a maximum here. A fixed value may be defined by specifying the required value in the Operation field within “”.

Let us execute the enquiry. ENQ TRG.DISP.TYPES.ENQ.PBAR NONE Output of the enquiry


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Tool tip when mouse is placed on the progress bar

Creating Context Enquiries The Enquiry sub system in T24 supports context enquiries. When enquiries are loaded depending on the application opened, those enquiries are termed ‘Application Level Context Enquiries’. If enquiries are opened when a user right clicks on a particular field or when a user exits a particular field by pressing ‘Enter’, in an application those enquiries are termed ‘Field Level Context Enquiries’. The CONTEXT.ENQUIRY application in T24 enables to create such context enquiries.

Application Level Context Enquiry Application context enquiries are invoked when an application is launched. Once an application is launched in the Brower, in the ‘Deal Menu’ area the enquiries related to the application launched is loaded. The user may choose to execute those enquiries. The enquires loaded in the ‘Deal Menu’ area are normal enquiries created using the ‘Enquiry’ application.

Illustration The progress bar enquiry that we just created (TRG.DISP.TYPES.ENQ.PBAR) needs to be made as a context enquiry for the Account application in T24.

ID format for the CONTEXT.ENQUIRY record

For application level – ApplicationName For a field in an application - ApplicationName-FieldName For versions - ApplicationName, VersionName For fields in a version - ApplicationName,VersionName-FieldName

Fields In CONTEXT.ENQUIRY Application Field

Description

GB Description

Holds the general description of the record

Enquiry Name

Holds an valid T24 enquiry name that will be listed in the ‘Deal Menu’ section when the respective application is launched.

Sel Field

Used to specify the selection field specified in the enquiry.

Operand

Holds the operand to be used on the field specified in ‘Sel Field’


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App Field

NA

Sort

NA

Context Type

No input field. NA

Target Frame

Used in relation to composite screens.

GB Enq Desc

The description of the enquiry that will be displayed in the ‘Deal Menu’ section.

Auto Launch

If set to ‘Y’, will automatically launch the enquiry when the application is opened. Only one enquiry can have this field set to ‘Y’.

Now that our enquiry is ready, let us create a record in the CONTEXT.ENQUIRY application. Part of the CONTEXT.ENQUIRY record of the ACCOUNT application. ID :ACCOUNT

Output


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Field Level Context Enquiries Now that we are clear with application level context enquiries, let us create field level context enquiries. Field level context enquiries are enquiries that are attached to certain fields in an application or a version. A classic example would be, when you type in the file name in the field ‘File Name’ in the Enquiry application and press return, an enquiry that lists all the fields of the file that you have specified gets executed and lists all the fields. This is a field level context enquiry attached to the Enquiry application. In this case, the context enquiry got executed automatically once we exit the field. The Enquiry sub system in T24 enables us to specify more than one context enquiry to be attached to a field in an application or a version and t he user may choose to execute the enquiry of his choice. Let us connect the progress bar enquiry to the ‘Customer’ field of the Account application. Once the user exits the customer field, the progress bar enquiry has to be executed and it should list all the accounts of the customer number entered in the Account application. The CONTEXT.ENQUIRY record with ID : ACCOUNT-CUSTOMER In order to list all the accounts relating to the particular customer, the progress bar enquiry has been modified to include customer as a selection field and hence is specified in CONTEXT.ENQUIRY record as well. Output

Note: The selection field mentioned in the CONTEXT.ENQUIRY must exist as a selection field in the Enquiry to be launched. But at the same time, we must decide which field is relevant to the enquiry


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4.Enquiries in T24

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