Data Management & Reporting
Query Builder
The following scenarios demonstrate filtering examples using Query Builder in Robosme that correspond to real business needs.
Each scenario is presented with its purpose, rule structure, and use case.
1. Active Sales Records Created in the Last 30 Days
PurposeTo view sales that were opened recently and are still active.
Use Case
- Daily tracking for sales teams
- Data source for charts and dashboards
- Sales performance analysis
Filter Rules
Sales concept
- Creation Date → Last X Days → 30
- Status → Equals → Open
Rule Structure
- All rules are connected with AND
Tip
Because a date-based dynamic filter is used, the list updates automatically every day.
2. Cases Owned by a Specific User and Updated This Month
Purpose To view cases that a specific user is working on and that have been updated this month.
Use Case
- Workload tracking for support teams
- Personal performance lists
Filter Rules
Case
- Owner → Equals → [User]
- Modified Date → This Month
Rule Structure
- All rules are connected with AND
Tip
This filter is typically used as a personal view.
3. Tag-Based Lead Listing
PurposeTo list leads marked with a specific campaign or category tag.
Use Case
- Marketing campaigns
- Sales prioritization
- Segmentation
Filter Rules
Lead
- Tag → Contains → Campaign-2024
Rule Structure
- Single rule
Tip
A record can have multiple tags. "Contains" operator is used for this reason.
4. Overdue and Unclosed Records
Purpose To identify campaigns that are overdue but not yet completed.
Use Case
- Operational tracking
- Management dashboards
- Delayed tasks analysis
Filter Rules
Campaign
- End Date → Before Date → Today
- Status → Not Equal → Completed
Rule Structure
- All rules are connected with AND
Tip
This query is frequently used in alert dashboards.
5. Filtering Related Data Through Lookup
(Filtering Sales Through Company)
Purpose To list sales records related to companies in a specific sector.
Use Case
- Sector-based sales analysis
- Management reports
- Data source for charts
Filter Rules
Sales
- Sales Status → Equals → Open
- Sales Companies
- Sector → Equals → Technology
Rule Structure
- All rules are connected with AND
Tip
Filtering can be performed by accessing related concept fields through lookup fields.
6. Data Quality Filtering with Empty Field Check
Purpose To identify records where fields that are not mandatory but expected to be filled are empty.
Use Case
- Data cleansing activities
- User training
- Incomplete information tracking
Filter Rules
Person
- Phone → Does Not Contain Data
- Email → Does Not Contain Data
Rule Structure
- Rules are connected with OR
Tip
This structure lists records with at least one empty field.
7. Advanced Filtering with Multiple Rule Groups
PurposeTo create a complex query based on date, status, and owner.
Use Case
- Management reports
- Operational analysis
- Chart preparation
Rule Structure
Case
- Group 1
- Creation Date → This Month
- Status → Open
- Group 2
- Owner → Equals → [User]
Inter-Group Connection
- Group 1 AND Group 2
- Group 1 rules are connected with OR
Tip
Rule groups enable defining complex business scenarios with a simple structure.