Scheduled Workflow SQL Expression Builder Dialog Box

Use the SQL Expression Builder to create SQL expressions. When you create conditions, you can use the Expression Builder or all the other condition fields (Column, Operator, Value, AND/OR), but not both.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > Workflow.
2. Select Scheduled Workflow.
3. In the Conditions field on the Scheduled Workflow form, click .
4. In the Expression field on the Conditions dialog box, click .

Contents

Field	Description
Columns	Select the column for which you want to create an expression. To select a field, double click on it, or select it and click Add Field. The field name displays in the Expression grid. Calculations can be simple or complex, and can be created using either the Calculator or the Use a Condition tool. All character/string type fields are added to the expression with qualifiers (single quotes) around them when the Add Column button is used. All numeric type fields are added with no qualifiers.
Calculator	The Calculator tool allows you to create simple expressions using numbers and math calculations. In addition to clicking on the Calculator to select a number or symbol, you can also enter the number or symbol directly in the Expression grid.
Expression	This field displays the expression that you created. In addition to creating expressions using the Calculator and Use a Condition, you can also enter conditions directly into this grid. To insert a column, click Insert. If you are using the Use a Condition feature, first select the Expression field for which you want to enter a column, then click Insert. Ajera CRM displays a list of columns available for that Info Center. To undo the last change you made, click Undo Last Change. To clear the expression, click Clear Expression.