D.15.8. Querying for Category

The system can retrieve:

Get all Categories

To retrieve all Category datasets:

  1. Go Home to the Task panel if you are not already there.

  2. Under Category , click Update. Click the Query button, a query window opens.

  3. Select Category from the Select query result type drop-down list.

  4. Select Get all categories from the Select query drop-down list.

  5. Click the Search button. All Categories will be displayed in the Query result pane (under the title bar Navigation), in alphabetical order.

Find Category by subject

A Category dataset can be queried via several pre-defined queries:

D.15.8.1. Find Category by Legal entity owner

To retrieve Category datasets based on their Legal entity owner:

  1. Go Home to the Task panel if you are not already there.

  2. Under Category , Click Update . Click the Query button, a query window opens.

  3. Select Category from the Select query result type drop-down list.

  4. Select Find categories by legal entity owner from the Select query drop-down list.

  5. Enter at least one search criteria into one of the fields listed in the Query specific fields area (see the screenshot below).

D.15.8.2. Find Category by Name

To retrieve Category dataset(s) based on their name:

  1. Go Home to the Task panel if you are not already there.

  2. Under Category , click Update. Click the Query button; a query window opens.

  3. Select Category from the Select query result type drop-down list.

  4. Select Find categories by name from the Select query drop-down list.

  5. Enter at least one search criteria into one of the fields listed in the Query specific fields area (see the screenshot below).