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Conventions Used
Applications in T24 are represented in BOLD UPPERCASE letters
The fields in the applications are mentioned in UPPERCASE letters
This learning unit is workshop based
Conventions Used
Applications in T24 are represented in BOLD UPPERCASE letters
The fields in the applications are mentioned in UPPERCASE letters
This learning unit is workshop based
Objectives
After completing this course you will be able to -
Create Drill Down Enquiries in T24
Understand Context Based Workflow in T24
Create Fast Path Enquiries
Drilldowns Enquiries
ENQUIRY application fetches reports from the applications in T24 T 24
Can you view the customer information of a particular customer from an enquiry based on the LD.LOANS.AND.DEPOSITS application?
In T24 you can navigate from one enquiry to another
The process of linking two or more enquiries is known as drilldowns
Task 1 - Drilldowns
Create an Enquiry based on the LD.LOANS.AND.DEPOSITS application with the following fields - @ID , CUSTOMER.NO, CURRENCY, AMOUNT, MATURITY.DATE & INTEREST.RATE
Using this Enquiry invoke another Enquiry which is based on the CUSTOMER application. The Enquiry based on the CUSTOMER application has the following fields – CUSTOMER.NO, MNEMONIC, SHORT.NAME & NATIONALITY
Drilldown Enquiry
Drilldown Enquiry
Drilldown Enquiry
Field in the child Enquiry
Field defined in the parent Enquiry
Output Parent Enquiry
Child Enquiry
Workshop 1
Create an Enquiry based on the ACCOUNT application and display the following fields – CUSTOMER,MNEMONIC,CATEGORY and CURRENCY
Create an Enquiry based on the FUNDS.TRANSFER application which displays the following fields – TRANSACTION.TYPE, DEBIT.ACCT.NO, DEBIT.CURRENCY, DEBIT.AMOUNT, CREDIT.ACCT.NO, and CREDIT.AURRENCY
The user should be able to view the FT details of a particular account from the account enquiry
Task 2 – Context Based Workflows
Create an Enquiry based on the CUSTOMER application and display the following fields @ID and SHORT.NAME.
Using this Enquiry invoke a Version that creates Account for the Customers.
Can you invoke a Version from an Enquiry ? The ENQUIRY application in T24 allows you to invoke the other applications . This is known as Context based Workflow.
Context-Based Workflows
Amend the Version
Amend the Enquiry
Amend the Enquiry
Output
Task 3 – Fast Path Enquiry
Create an Enquiry based on the FUNDS.TRANSFER application and display the following fields @ID,TRANSACTION.TYPE, DEBIT.ACCT.NO, CREDIT.ACCT.NO , DEBIT.AMOUNT & RECORD.STATUS.
The Enquiry should also allow you to perform the following function on records displayed
(A)uthorise
(D)elete
Create the Enquiry
Creating the Enquiry
Output
Use the check boxes, to select one or more records
Choose the appropriate fast path action and click on the push button.
The green flag denotes that the action on a record is successful
The red flag denotes that the operation on the record has failed for some reason
Output
Note that all the transactions have been successfully completed, however the display will show the message with the last transaction ID
Task 4 – Fast Path Enquiry
Create an enquiry for the CUSTOMER application with the following two fields - @ID and SECTOR .Make the field SECTOR editable
In the enquiry output screen, meaning the person executing the enquiry is allowed to change the value displayed on the screen for the field SECTOR and then save the changes to the database. Use CUSTOMER live file.
Create the Enquiry
Output
1
2
3
Workshop - 2
Create an enquiry for the SECTOR application with the following two fields – DESCRIPTION & SHORT.NAME. Make the SHORT.NAME field as editable one
The Enquiry should also allow you to perform the following function on records displayed
(A)uthorise
(R)everse
Task 5 – Images in Enquiry
Create an enquiry based on the LD.LOANS.AND.DEPOSITS application that displays the fields
ID
CURRENCY
AMOUNT
The enquiry must display an image in the first column (indicating critical) if the amount is above 100000
Create the Enquiry
Create the Enquiry
Create the Enquiry
These are the fields that are actually going to be displayed after the ID
Output
1
2
Context Sensitive Enquiries
Context sensitive enquiries supply context sensitive data from an application to an enquiry.
Replaces the need to specify enquiry selection criteria via the enquiry selection screen.
Application Level Context Enquiries are loaded when an application is opened.
Field Level Context Enquiries are triggered when the user tabs out of a particular field.
The CONTEXT.ENQUIRY application in T24 allows you to create context enquiries.
Can be setup to auto-launch another ENQUIRY, APPLICATION or a VERSION.
Application Context enquiries -Task
Context Enquiries can be triggered in a number of ways.
On opening a particular application, version or enquiry
On entering some data in a field
On committing a record.
Application Context Enquiries is made available in the ‘Deal Menu’ dropdown in browser
Attach a pie chart enquiry as a context enquiry for the LD.LOANS.AND.DEPOSITS Application in T24
CONTEXT.ENQUIRY record
Output
Auto-Launching Field Level Context Enquiries - Task
Field Level context enquiries are attached to certain fields in an application or a version.
Fields that have Auto-Launching context enquiries have the icon next to field label.
Attach the pie chart enquiry created earlier to the ‘CURRENCY’ field of the LD.LOANS.AND.DEPOSITS application. When the user tabs out of the currency field, the pie chart enquiry has to be triggered.
PIE CHART ENQUIRY
CONTEXT.ENQUIRY record
Output
NO.AUTO.LAUNCHES
Quiz
Drill-downs in enquiries lets you to link an enquiry to a version – True / False
In order to use the fast path enquiry function, the ATTIBUTES field need to be set to FAST PATH – True / False
A field in an enquiry record can be edited if the field FIELD.DISP.TYPE is set to EDIT for the specific field – True / False
In the enquiry the field FIELD.DISP.TYPE is set to IMAGE to display an image if the given condition is true - True / False
NO.AUTO.LAUNCHES attribute disables auto launch of a context based enquiries in T24.
Summary
An Enquiry is a ‘SELECT’ executed in order to fetch data from T24
ATTRIBUTES field is set to FASTPATH to create Fast Path Enquiries
FIELD.DISP.TYPE field is set to EDIT if the fields value can be edited in the enquiry output
FIELD.DISP.TYPE field is set to IMAGE to display an image.
Enquiries-Fast Path – Images - A Review
In this learning unit you have learnt drilldowns, workflows, fast path enquiries in T24. You will now be able to,
Create Drill Down Enquiries in T24
Understand Context Based Workflow in T24
Create Fast Path Enquiries
