You can save a Visual Query so that you can run it on multiple occasions without repeatedly specifying the same search structure and conditions. You can also arrange for a saved Visual Query to run automatically and alert you when its results change from one run to the next.
About this task
When you create or edit a Visual Query, you can save it with a name and a description that help you to find and run it again. The Visual Query window contains a list of all the available queries, and provides features for managing them.
When you enable alerts for a saved Visual Query, i2 Analyze monitors the query results to detect changes. If the query finds more records than it did when you activated the setting, or if some records no longer match the query, Analyst's Notebook displays an alert. To view alerts and the records that caused them, click the View alerts button in the Analyst's Notebook title bar.
Procedure
To save a new query, or to save an open query with a new name:
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On the same page as the Query structure pane, click Save as.
The Query details window appears.
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Enter a Name and a Description for the new Visual Query.
You can change the name and the description later by clicking Rename in the Saved queries tab.
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By default, Visual Queries are stored on the server in a folder named
Queries. To use (or create and then use) a different folder, click Change next to the Location field.
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If you want to Receive alerts when the results change, select the checkbox.
You can change this decision later through the Alerts switch in the Saved queries tab.
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Click Save.
To save changes to a query that you opened from the list:
Results
Any Visual Query that you save is added or updated in the Saved queries list, and becomes available for you to use whenever you log in to the i2 Analyze server. If you also enabled alerts, and data that matches the query changes, then alerts appear in the Alerts list.
To filter alert results, select a category such as Person, or use text search terms in the input field. Any results that contain the text are highlighted. Click X on the input field to clear the text, or overtype the text with new search terms.
What to do next
When (or after) you save a Visual Query, and if your system administrator has given you permission to do so, you can share it so that others in your organization can use it too.
For more information, see Sharing artifacts.
