Enquiry

Day 1 – Sessions 1-3

Enquiry
Dates
23/02/2011 Tech Support Program
Venue
Microcred, Senagal
Objective
 Objective

 At the end of this session, Participants will know

• Appreciate features of enquiry
• To create link between enquiries
• To perform actions using enquiries
• To edit live records using enquiries
• To invoke enquiries at context level
• To invoke graphical display in enquiries

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Simple Enquiry
 What is an Enquiry?

 A question you ask T24 about the data it has stored

 It is an utility used to retrieve data from T24
 It allows the user to select and extract information from one
or more T24 applications

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 Need for Enquiry

 Bank customers and Bank itself requires report of

transaction and other information
 Required report can be based on condition
 E.g. transaction details of customer for past 1 week

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 Use of Enquiry

 To produce reports for customers and for the bank itself

 To extract, sort and view data stored in T24 easily
 To drill down the summary reports produced into more
detailed reports
 To enable multiple actions to be performed to multiple
records from a single point
 To produce information in the form of graphical display
 To produce data automatically at different contexts

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 Enquiry Creation

 Enter “ENQUIRY, I” “ Enquiry Name” in command line &

Press Enter Key
 Input screen appears as shown

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 Enquiry Creation – Fields

 Page Size – Indicates variable portion of the screen used to

display the enquiry pages
 File Name – Enter valid application name
 Field Name – Enter valid field name of the above application
 Column – Enter column on which the field has to be
displayed

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 Enquiry Execution

 Enter ENQ followed by Enquiry ID in command line

 Selection criteria box appears
 Press Enter Key to view the enquiry output

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 Simple Enquiry

 Create a simple enquiry on account module displaying

Account No., Mnemonic, Currency, Account Officer and
Working Balance

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 Simple Enquiry

 Create a simple enquiry on account module displaying

Account No., Mnemonic, Currency, Account Officer and
Working Balance

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 Solution – Enquiry Creation

 Enter ENQUIRY, I followed by Enquiry ID

 Input the necessary details for the enquiry in input screen

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 Solution – Enquiry Execution

 Enter ENQ followed by Enquiry ID in command line

 Selection criteria box appears as shown
 Press Enter Key to view the enquiry output

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 Solution – Enquiry Execution

 Output of the Enquiry appears as shown

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Drill Down Enquiry
 Why Drill down enquiry?

 Switch over from one enquiry to another, during execution

 Switch over between enquiry can be through
• Buttons

• Drop down
• Images

• Fast path
• Context level

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 Use of Drill down enquiry

 Gives report of greater details from a summary report

 Gives detailed report between application

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 How to form Drill down enquiry?

 Use the following fields:

• Enquiry Name – Indicates name of another enquiry to be
invoked
• Sel Crit – Indicates selection criteria for invoking the next
enquiry
• Label Field – Specifies the current enquiry field name to be
numbered, when a next level enquiry can be invoked

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 How to form Drill down enquiry?

 Identical Field name used in parent enquiry and child

enquiry
 Error appears for non-identical field names of parent and
child enquiries

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 Example 1

 Create a drill down enquiry for sector application, wherein

customer details appears as child (linked) enquiry

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 Solution 1

 Create an enquiry for Customer application as shown

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 Solution 1 – Creation

 Create an enquiry for Sector application

 Input the required fields that should appear in Sector enquiry
(Follow normal enquiry creation procedure)
 Then, Input in the following fields:
• Enquiry Name – Attach ID of customer enquiry
• Sel Crit – Enter selection criteria for invoking the customer
enquiry
• Label Field – Enter number of the field name specified in
selection criteria in the current enquiry

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 Solution 1

 Create an enquiry for Sector application as shown

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 Solution 1 – Execution

 Enter ENQ followed by Parent Enquiry Name

 E.g. ENQ SECTR-PARENT
 Selection criteria box will appear
 Press Enter key

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 Solution 1

 Right click on any field to list the Child Enquiry name as

shown below

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 Workshop 1

 Create an enquiry for account application, wherein customer

details appears as child enquiry

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 Solution 1

 Create a child enquiry on Customer application

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 Solution 1

 Create a parent enquiry for Account application & attach

Child enquiry

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 Solution 1

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 Solution 1

 Output of the enquiry appears as shown

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 Multiple Drill Down Enquiry

 Multiple enquiries can be attached to the parent enquiry

 Use Multi-value field option

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 Example 2

 Create an account enquiry and attach the following child

enquiries to it
• Customer Enquiry – Customer details
• Currency Enquiry – Currency details
• Category Enquiry – Category details

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 Solution 2

 Create a child enquiry on Customer application

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 Solution 2

 Create an enquiry for currency application as shown

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 Solution 2

 Create an enquiry for category application as shown

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 Solution 2

 Create a parent enquiry for account application

 Attach child enquiries of customer, currency and category to
the parent enquiry, as shown

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 Solution 2

 Output of parent enquiry appears as shown

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 Solution 2

 Output of the child enquiry “CUS-CHILD” appears as shown

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Fast Path Enquiry
 Why Fast path enquiry?

 Fast path enquiries allow us to perform the following actions

on the record selected from the parent enquiry
• Authorize

• Verify

• Delete

• Reverse

• See

• Edit (Input)

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 How to create Fast path enquiry?

 Create an enquiry for any application

• File Name – Open the File in $NAU status
• Enter required Field name and Operation name
• Enquiry Name – Enter “Application Name” “Action” “ID”
• Where, ID – ID with which record is opened for particular action

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 How to execute Fast path enquiry?

 Enter ENQ followed by enquiry name in command line

• Press Enter key/Display icon in the selection criteria box
• Rightclick on record and click on required Action to be
performed

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 Example 3

 Create an enquiry on FT application and authorize the

record using Fast Path

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 Solution 3

 Create a FT enquiry as shown

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 Solution 3

 On enquiry execution, fast path enquiry appears is invoked

 Click on the icon “Authorise the record” to open the record
for authorization

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 Solution 3

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 Multiple Fast Path

 Create an enquiry for any application

• File Name – Open the File in $NAU status
• Enter the required Field name and Operation name
• Enquiry – Enter “Application Name” “Action” “ID”
• Multi-value the Enquiry field to add additional Application Name
and action

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 Example 4

 Create an enquiry and add multiple actions “I, A and D” for

the record

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 Solution 4

 Create an enquiry on the FT application

 Field Enquiry Name – Add the “Application name” “Actions I,
A and D” “ID”
 Field Label Field – ID Position
 Gb Nxt Desc – Description that appears representing the
fast path enquiry

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 Solution 4

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 Solution 4

 Output of the enquiry for Input operation appears as shown

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 Solution 4

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Editing Live Record using Fast Path Enquiries
 Editing Live Record

 Live records can be edited through enquiries using Fast

Path Enquiries
 Use fields:
• Field Disp Type – Click on ‘EDIT’ from drop down
• Enquiry Name – Enter Enquiry Name followed by ‘I’
• Attributes – Click on ‘FASTPATH’

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 Editing Live Record

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 Example 5

 Create an enquiry for customer application to edit live record

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 Solution 5

 Create an enquiry for the Customer application

• Select EDIT in ‘Field Disp Type’ field
• Enter <Enquiryname> I <Selectioncriteria> in ‘Enquiry Name’
field
• Enter <Selectioncriteria> <Currentenquiryposition> in ‘Sel Crit’
field
• Select ‘FASTPATH in ‘Attributes’ field

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 Solution 5

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 Solution 5

 Output of enquiry appears as shown

 Select the required record to be edited, by clicking on the
check box
 Click on the text box to edit the field
 Press Enter key/Display icon

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 Solution 5

 Message appears as shown, if the field is updated

successfully
 Change of color in signal icon to Green color indicates
successful updation of the edited field in the record

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 Solution 5

 Error appears as shown, if the field is not updated

successfully
 Change of color in signal icon to Red color indicates
updation of the edited field in the record is not successful

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Context Sensitive Enquiry
 Why CSE?

 CSE – Context Sensitive Enquiry

 Enquiries needs to be attached to
• A particular application
• A version of an application
• A field in an application
• A field in a version of an application

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 How CSE Works?

 The ones attached to the application and version are

launched, when the application / version is launched
 The ones attached to the field are launched, when user
presses ENTER in the field

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 CSE

 ID
• For application level – ApplicationName
• For a field in an application – ApplicationName-FieldName
• For versions – ApplicationName,VersionName
• For fields in a version – ApplicationName,VersionName-

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 CSE

 Field Name
• Description – Holds a general description
• Enquiry Name – A valid T24 Enquiry Name
• Sel Field – Selection field for the enquiry, if any
• Operand – To be used in the Enquiry to formulate a selection
criteria, if any

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 CSE

• Target Frame – Used for composite screens

• Enq Desc – Description that will be displayed for the enquiry
• Auto Launch
– If set to Y, then that enquiry will launch automatically when the
application is launched
– Only 1 enquiry can have this setting, since more than one enquiry
can be attached in the CONTEXT.ENQUIRY record

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 CSE

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Context Sensitive Enquiry – Application Level
 Why CSE @ Application level?

 Data has to retrieved via. Enquiry, when using an application

 CSE – Enables more than one enquiry to be attached to
each application
 These enquiries will be launched, when application is used
 Enables easy retrieval of data

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 CSE @ Application level

 Enter CONTEXT.ENQUIRY in command line

 ID – Application name
 Input the following details:
• Gb Description – Top level description
• Enquiry Name - Valid Enquiry name
• Gb Enq Desc – Bottom level description
• Sel Field – Selection field specified in the enquiry specified in
field “Enquiry Name”

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 Example 6

 Attach ‘Statement summary list’ enquiry to Account

application

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 Solution 6

 Attach the ID of enquiry to the Account application as shown

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 Solution 6

 On invoking the Application from command line, enquiry

name appears in the list of Context sensitive Enquiry

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Context Sensitive Enquiry – Field Level
 Why CSE @ Field level?

 Data has to retrieved via. Enquiry, when using field of an

application
 CSE – Enables enquiries to be attached to a field of an
application
 These enquiries will be launched, when field of an
application is input
 Enables easy retrieval of data corresponding to the
field/input

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 CSE @ Field level

 Enter CONTEXT.ENQUIRY in command line

 ID – Application name-Field name
 Input the following details:
• Gb Description – Top level description
• Enquiry Name – Valid Enquiry name that is to be invoked on
pressing tab/enter key
• Gb Enq Desc – Bottom level description

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 CSE @ Field level

• Auto Launch
– Enter ‘YES’ to automatically launch the enquiry on pressing
tab/enter key
– Auto launch enquiry field icon appears near the field
• Sel Field
– Enter Selection field used as link to the enquiry, if required
– Selection field used in CONTEXT.ENQUIRY application must be a
selection field in the enquiry

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 Example 7

 Create a context sensitive enquiry, attaching an enquiry to

Category field of Account application

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 Solution 7

 Create a context sensitive enquiry as shown

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 Solution 7

 Context sensitive enquiry is invoked from field of the

application

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 Solution 7

 Enquiry name appears in the list of Context sensitive

Enquiry as shown, on invoking the corresponding application

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 Error Handling

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Context Sensitive Enquiry – Version Level
 Why CSE @ Version level?

 Data has to retrieved via. Enquiry, when using version of an

application
 CSE – Enables enquiries to be attached to a version of an
application
 These enquiries will be launched, when version of an
application is invoked
 Enables easy retrieval of data corresponding to the
application

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 CSE @ Version level

 Enter CONTEXT.ENQUIRY in command line

 ID – “Application name”,”Version name”
 Input the following details:
• Gb Description – Top level description
• Enquiry Name – Valid Enquiry name that is to be invoked on
pressing tab/enter key
• Gb Enq Desc – Bottom level description
• Auto Launch – Enter ‘YES’ to automatically launch the enquiry
on pressing tab/enter key

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 Example 8

 Invoke a context sensitive enquiry “ACCOUNT-LIST” for

Account application “ACCOUNT,TEST’ on committing the
record

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 Solution 8

 Create a context enquiry as shown

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 Solution 8

 Input a transaction in the Account version

“ACCOUNT,TEST” as shown

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 Solution 8

 On committing the record shown in previous slide, context

sensitive enquiry is invoked as shown

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Context Sensitive Enquiry – Version-Field Level
 Why CSE @ Version Field level?

 Data has to retrieved via. Enquiry, when using a field in the

version of an application
 CSE – Enables enquiries to be attached to a field in the
version of an application
 These enquiries will be launched, when a field in the version
of an application is input
 Enables easy retrieval of data corresponding to the field

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 CSE @ Version Field level

 Enter CONTEXT.ENQUIRY in command line

 ID – “Application name”,”Version name”-”Field name”
 Input the following details:
• Gb Description – Top level description
• Enquiry Name – Valid Enquiry name that is to be invoked on
pressing tab/enter key
• Gb Enq Desc – Bottom level description
• Auto Launch – Enter ‘YES’ to automatically launch the enquiry
on pressing tab/enter key

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 Example 9

 Create a context sensitive enquiry for a field “DEBIT ACCT

NO” of a version of the FT application
“FUNDS.TRANSFER,OTN”

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 Solution 9

 Create a context sensitive enquiry for a field “DEBIT ACCT

NO” of a version of the FT application, as shown

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 Solution 9

 Invoke the version of FT application

 The enquiry is invoked as shown, when a valid input is given
to the corresponding field of the version

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 Solution 9

 Context sensitive enquiry attached to a field at version level

appears in the list of enquiries, when the corresponding
version is invoked

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 Example 10

 Create a context sensitive enquiry, such that enquiry ‘BC

Sort Code List’ appears on invoking the version of FT
application ‘FUNDS.TRANSFER,BC’

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 Solution 10

 Create a context sensitive enquiry for the FT version as

shown

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 Solution 10

 Invoke the version from command line using the version

name ‘FUNDS.TRANSFER,BC’
 On pressing Enter key, the context sensitive enquiry gets
invoked as shown

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 Solution 10

 Enquiry can also be invoked, while doing any action through

the corresponding version of the application

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 Solution 10

 Context sensitive enquiry attached to a field at version level

appears in the list of enquiries, when the corresponding
version is invoked

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GUI display of Enquiry
 Why GUI display of Enquiry?

 Information/data needs to be displayed in the form of images

 Enables easy understanding of information presented in the
enquiry

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 Types of GUI display

 GUI display can be introduced in the Enquiry in the form of:

• Image

• PIE chart
• BAR chart
• Progress Bar

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Enquiry with images
 Enquiry with images

 Image can be attached to enquiries

 Used when few records needs to be distinguished from other
records

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 Enquiry with image – Creation

 Use the following fields in the Enquiry application:

• Field Name – Enter Image Name
• Operation – Enter Path in which the image is available
• Comments – Enter description for the image
• Field Disp Type – Select ‘IMAGE’ from drop-down list

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Enquiry with PIE chart
 Enquiry with PIE chart

 Output of enquiries can be displayed in the form of PIE chart

 Used when records needs to be distinguished from other
records through a graphical display

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 Enquiry with PIE chart – Creation

 Use the following field in the Enquiry application:

• FieldDisp Type -> PIE -> Displays information of the
corresponding field ‘OPERATION’ in the form of pie chart
• Field Disp Type -> PIELABEL -> Displays value entered in field
‘Gb Field Lbl’ in the form of label
• GB Field Lbl -> Give Description to be displayed in the header
of corresponding field

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 Example 12

 Create an enquiry to display in a pie chart the account

details of customer whose working balance is greater than
1000000

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 Solution 12

 Create an enquiry as shown below

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 Solution 12

 Output of the enquiry appears as shown

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Enquiry with BAR chart
 Enquiry with BAR chart

 Output of enquiries can be displayed in the form of BAR

chart
 Used when field values of records needs to be distinguished
from that other records through a graphical display

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 Enquiry with BAR chart – Creation

 Use the following field in the Enquiry application:

• FieldDisp Type -> BAR -> Displays information in the
corresponding field ‘OPERATION’ in the form of bar chart
• GB Field Lbl -> Give Description to be displayed in the header
of corresponding field

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 Example 13

 Create an enquiry to display the information in field ‘working

balance’ of account records, in the form of bar chart

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 Solution 13

 Create an enquiry as shown

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 Solution 13

 Output of the enquiry appears as shown

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Enquiry with Progress Bar
 Enquiry with Progress Bar

 Output of enquiries can be displayed in the form of Progress

Bar
 Used when field values of records needs to be distinguished
from that other records through a graphical display

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 Enquiry with Progress Bar – Creation

 Use the following field in the Enquiry application:

• FieldDisp Type -> PROGRESSBAR -> Displays information in
the corresponding field ‘OPERATION’ in the form of progress
bar
• GB Field Lbl -> Give Description to be displayed in the header
of corresponding field

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 Exercise 14

 Create an enquiry to display the information available in field

‘working balance’ of account records in the form of progress
bar

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 Solution 14

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 Solution 14

 Output of the enquiry appears as shown

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 Summary

 We have learnt how to

• Create link between enquiries
• Perform actions using enquiries
• Edit live records using enquiries
• Invoke enquiries at context level
• Display data in enquiry in the form of graphical display

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all specifications are subject to change without notice.

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