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FM:Interact – Queries in FM:Interact Document Release Date: 02/19/2018 Edition: 1

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Page 1: FM:Interact – Queries in FM:Interact in FMInteract_SAG.pdfIt is highly advised that the ^SP101: Getting Started with Space Management _ course and ADM101: Getting started as an FM:Interact

FM:Interact – Queries in FM:Interact

Document Release Date: 02/19/2018

Edition: 1

Page 2: FM:Interact – Queries in FM:Interact in FMInteract_SAG.pdfIt is highly advised that the ^SP101: Getting Started with Space Management _ course and ADM101: Getting started as an FM:Interact

1 FM:Interact – Queries in FM:Interact

Legal Notices Copyright Notices © Copyright 1994-2015 FM:Systems, Inc. All rights reserved. Confidential computer software. Valid license from FM:Systems required for possession, use or copying. Warranty The only warranties for FM:Systems products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. FM: Systems shall not be liable for technical or editorial errors or omissions contained herein. The information contained herein is subject to change without notice. Trademark Notices

• FM:Systems® is a registered trademark of FM:Systems, Inc.

• FM:Interact® is a registered trademark of FM:Systems, Inc.

• FM:CAD® is a registered trademark of FM:Systems, Inc.

• FM:Mobile™ is a trademark of FM:Systems, Inc.

• AutoCAD® and Revit® Architectural Suite are registered trademarks of Autodesk, Inc.

• LEED® is a registered trademark of the U.S. Green Building Council.

• Green Globes™ is a trademark of ECD Energy and Environment Canada.

• iPad® ,iPhone®, and Safari® are registered trademarks of Apple, Inc.

• Firefox® is a registered trademark of Mozilla.

• Blackberry® is a registered trademark of Research In Motion.

• Adobe®, Adobe logo®, Acrobat® and Acrobat Logo® are trademarks of Adobe Systems Incorporated.

• Microsoft®,Windows®,Windows NT®,Windows® XP,Windows Mobile® and Windows Vista® are U.S. registered trademarks of Microsoft Corporation.

• Oracle® is a registered trademark of Oracle Corporation and/or its affiliates.

• All other brand names, product names or trademarks belong to their respective holders. Published By: FM:Systems 2301 Sugar Bush Rd. Suite 500 Raleigh, NC 27612, USA Last Save Date: 2/19/2018

Page 3: FM:Interact – Queries in FM:Interact in FMInteract_SAG.pdfIt is highly advised that the ^SP101: Getting Started with Space Management _ course and ADM101: Getting started as an FM:Interact

2 FM:Interact – Queries in FM:Interact

Table of Contents Table of Contents ........................................................................................ 2

Overview ......................................................................................................... 1

Lesson Objectives ............................................................................................ 1

Prerequisites ................................................................................................... 1

Queries in FM:Interact .................................................................................... 2

What is a Query? ......................................................................................... 2

Building a Simple Query in FM:Interact ...................................................... 3

Building a Query with Multiple Criteria ...................................................... 4

Creating a Saved Query ............................................................................... 5

Activity 1: Build a Simple Saved Query to Identify Vacant Space ............... 7

Activity 2: Build a Saved Query with Multiple Criteria .............................. 10

Activity 3: Build a single query for a Graphic View ................................... 14

Activity 4: Build a multiple criteria query for a Graphic View ................... 18

Activity 5: Set a Read Only Condition ....................................................... 22

Activity 6: Set a Value Required Condition ............................................... 23

Activity 7: Disable View Editing ................................................................. 24

Activity 8: Disable View Delete ................................................................. 25

Activity 9: Apply a View Filter ................................................................... 26

Activity 10: Apply Color Coding to specific records .................................. 28

Activity 11: Create a Custom Graphic Theme ........................................... 31

Page 4: FM:Interact – Queries in FM:Interact in FMInteract_SAG.pdfIt is highly advised that the ^SP101: Getting Started with Space Management _ course and ADM101: Getting started as an FM:Interact

1 FM:Interact – Queries in FM:Interact

Overview FM:Interact contains a vast amount of data that can be used to make informed decisions about your space.

Lesson Objectives Upon completing this lesson, you will be able to:

• Define what a query is.

• Distinguish between a private and public query.

• Build a query for use in FM:Interact.

• Understand where queries can be used throughout FM:Interact

Prerequisites It is highly advised that the “SPC101: Getting Started with Space Management” course and “ADM101: Getting started as an FM:Interact Administrator” course be

completed prior to taking the “Queries in FM:Interact” course. This is an advanced course, experience writing SQL statements and familiarity with FM:Interact is

highly advised before beginning the Queries in FM:Interact course.

Note: FM:Interact

version 2017.4.90 was

used in the creation of

this activity guide.

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2 FM:Interact – Queries in FM:Interact

Queries in FM:Interact

What is a Query? A query allows a user to search FM:Interact tables using specific search criteria. Queries are one of the many ways to navigate the FM:Interact database. Queries

may include multiple criteria or conditions that must be met for a result to show. If the results meet the criteria, then the results display. It is important to know

that users execute queries from within a View, and the results of the query display in the View.

Public vs. Private Queries

FM:Interact Administrators create the queries that will be most useful to users. These types of queries are called public, as they are available to all users in the

system. A user, on the other hand, creates a private query, as it is only available to that user.

Examples of queries include:

• Vacant Office Space

• Vacant Workstations

• Conference Rooms w/ Capacity of 25 to 50 People

• Rooms w/ Square Footage Over 100

Query Operands: When building queries, you use common math operators to create the criteria statement:

• < Less Than

• > Greater Than

• <= Less Than or Equal to

• >= Greater than or Equal to

• <> Not Equal to

• = Equal to

• AND/OR

Tables and fields: Queries are created from the database tables and fields associated with each table. Key tables in FM:Interact include:

• LS – Sites

• B0 - Buildings

• L0 – Floors

• A0 – Space Inventory

• T0 – Space Type

• N0 – Employee & Space

• G0 – Groups

• J0 – Job Codes

• S0 – Space Standards

Note: To effectively build queries, you will need to become familiar with the tables in FM:Interact.

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Building a Simple Query in FM:Interact A simple query contains minimal criteria. A simple query equation has the following components:

1. A field from a table.

2. A mathematical operator.

3. A value to finish the query (Could be another field, or could be a numeric value).

Example Query Equations

Below are examples of simple equations and what results will display when the query is executed:

Equation 1:

A0.GROUP_ = ‘Omegasoft’

This query will return records where the group (department) is Omegasoft. Only those records that identify their Group Code as Omegasoft will display.

Equation 2:

A0.GROUP_ <> Omegasoft

This query will return records where the Group does not equal Omegasoft. All other departments will display.

Equation 3:

A0.OCC < A0.CAPACITY

This query will return records where the occupancy of a space is zero. Use this query to locate vacant space.

Equation 4:

A0.AREA >= 100

This query will return records where the area is greater than or equal to 100. Use this query to locate large spaces.

Equation 5:

A0.SPACETYPE = ‘P-OFFC’

This query will return records where the space type is an office. Use this query to locate different space types such as offices, workstations or conference rooms.

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Building a Query with Multiple Criteria FM:Interact supports multiple criteria in a query statement. This allows you to search for data that matches multiple requirements. A multiple criteria equation

has the following components:

1. May have multiple fields from a table. 2. A mathematical operator. 3. A value to finish the query (Could be another field, or could be a numeric value). 4. Extend a query with an AND or OR function.

Example Query Equations Below are examples of multiple criteria equations and what results will display when the query is executed.

Equation 1: A0.BLDGCODE=’100’ AND A0.GROUP_=’Omegasoft’ This query will return records for Building 100 where the Group is Omegasoft. Use this query if you want to isolate a Department’s space in a building. Equation 2: A0.BLDGCODE=’500’ AND A0.SPACETYPE=’S-Conf’ AND N0.Capacity<=50 This query will return records that identify conference rooms in building 500 where the capacity of the room is less than or equal to 50 people. Appropriate capacity information must be entered in AutoCAD during the defining and tagging process if you want this query to work. Equation 3: A0.BLDGCODE=’900’ AND A0.SPACETYPE=’P-WKS’ OR A0.SPACETYPE=’P-OFFC’ This query will return workstations in building 900 and all offices regardless of the building they are in. Equation 4: A0.BLDGCODE=’900’ AND (A0.SPACETYPE=’P-WKS’ OR A0.SPACETYPE=’P-OFFC’) This query will return all office or workstations that are in building 900. Equation 5: A0.BLDGCODE=’900’ AND A0.SPACETYPE=’P-OFFC’ AND A0.AREA>100 This query will return records for Building 100 where the Group is Omegasoft. Use this query if you want to isolate a Department’s space in a building.

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5 FM:Interact – Queries in FM:Interact

Creating a Saved Query Before you build a query, take a moment to think about

what you want to accomplish and write down the

expression. You should be familiar with the field names

stored in your database tables to select the appropriate

fields for your query.

In FM:Interact, navigate to System

Administration Configure Data

Dictionary Search Settings Saved

Queries to access the Modify Saved Query for page.

From the drop-down list, choose A0 Space Inventory.

You use this page to create, modify, and delete queries

for a selected View. To the right is an image of the query

page for the A0 Space Inventory table. We will look at

each field in detail on the next page.

1. Table drop-down field: From the drop-down

list, select the table that contains the fields you

plan to use for the query.

2. Saved Query drop-down list: Allows you to select an existing query. If/When you do this, the query criteria displays in the Query Expression field. You can use the Saved Query option to expand on a query and save it as a new one.

3. Query Expression field: As you review, build, or modify a query, the expression will display here.

4. Expand the query with AND: Joins two or more criteria in the query with the expression AND. The AND operator can help limit the results of a query.

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6 FM:Interact – Queries in FM:Interact

5. Expand the query with OR: Joins two or more criteria in the query with the expression OR. The OR operator can help to expand the results of query by broadening the search.

6. Define a new query: Click to begin to build a new query for the selected View.

7. Change query label: Change the name of the query. The name displays in the Query drop-down list that a User sees on the View.

8. Delete query: Once you select a query, click Delete Query button to delete the query from the list of available queries.

9. Save As new query: Use to copy an existing query that you can modify for another use.

10. Test Query: Click to run the selected query and review the results.

11. Save: Click to save the new or modified query

12. Cancel: Click Cancel to exit without saving any changes to the query.

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Activity 1: Build a Simple Saved Query to

Identify Vacant Space In this activity, you will create a simple query to identify

vacant space.

Scenario: You want to create a query to identify vacant

space throughout your real estate portfolio. You will

create the query for the Room List View. As a challenge,

try to write down what you think the query should look

like before starting the activity’s procedure.

Access Credentials:

Username: administrator Password: fms In FM:Interact, navigate to System

AdministrationConfigure Data

DictionarySearch SettingsSaved Queries

to access the Modify Saved Query for page.

Procedure: How to Create a Query to Show Vacant

Space

1. From the Table drop-down list, select the

appropriate table.

• Example: A0 Space Inventory

2. Click the Define a new query button.

• Result: The system prompts you to name

the new query.

3. Type the name of the new query, and click the

OK button.

• Example: Vacant Space

• Result: The A0 Field Picker window

displays.

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8 FM:Interact – Queries in FM:Interact

4. From the A0 Field Picker pop-up window, select

the field that represents the criteria you are

going to use for the query, and then click OK.

• Example: OCC Occupancy

• Result: The Find pop-up window displays.

The Find window is where you build the

rest of the equation for the query.

5. Select the operator for the equation from the

Equivalency column.

• Example: <

6. In the Value field, type the value to complete

the equation.

• Example: 0

7. Click OK.

• Result: The Modify Saved Query for

window displays again with the new

expression in the Query Expression field.

8. From the Query Expression field, update the

equation manually to look like this: A0.OCC <

A0.Capacity

• Note: You can edit and type within the

Query Expression field.

9. Click the Test Query button.

• Result: The system presents back a

summary of the number of records that

match the criteria.

10. Click the Save button.

• Result: The query is saved.

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9 FM:Interact – Queries in FM:Interact

• Result: The system presents a message

asking if you want to save the query as a

Public Query.

11. Click to display a checkmark in the checkbox to

save the query as a Public Query. Click Save.

From the Space Management module, access the Room

List View, and execute the query just created.

If the user executes the query, he/she will see a list of

records where occupancy is less than capacity, indicating

a vacancy.

Page 13: FM:Interact – Queries in FM:Interact in FMInteract_SAG.pdfIt is highly advised that the ^SP101: Getting Started with Space Management _ course and ADM101: Getting started as an FM:Interact

10 FM:Interact – Queries in FM:Interact

Activity 2: Build a Saved Query with

Multiple Criteria In this activity, you will create a query to identify vacant

offices and workstations in Building 900.

The criteria that will be included in this query will be:

• Only in Building 900 (BLDGCODE=’900’).

• Vacant offices (SPACETYPE=’P-OFFC’).

• Vacant Workstations (SPACETYPE=’P-WKS’).

• The query will also include expanding the

expression with AND/OR.

In FM:Interact, navigate to System

Administration Configure Data

Dictionary Search Settings Saved

Queries to access the Modify Saved Query for page.

Procedure: How to Create a Query with Multiple

Criteria

1. From the Table drop-down list, select the

appropriate table.

• Example: A0 Space Inventory

2. Click the Define a new query button.

• Result: The system prompts you to name

the new query.

3. Type the name of the new query, and click OK.

• Example: Vacancies in 900

• Result: The A0 Field Picker window

displays.

4. From the A0 Field Picker window, select the

field that represents the criteria you are using

for the query, and click the OK button.

• Example: BLDGCODE Bldg

• Result: The Find pop-up window displays.

5. Select the operator for the equation.

Page 14: FM:Interact – Queries in FM:Interact in FMInteract_SAG.pdfIt is highly advised that the ^SP101: Getting Started with Space Management _ course and ADM101: Getting started as an FM:Interact

11 FM:Interact – Queries in FM:Interact

• Example: =

6. From the Value drop-down list, select the

building code for the criteria.

• Example: 900 Western Headquarters

7. Click OK.

• Result: The Modify Saved Query for

window displays again, with the Query

Expression field filled with the first

expression.

8. Click the Expand the query with AND button.

9. From the A0 Field Picker window, select the

field that represents the next set of criteria for

your query. Click OK.

• Example: SPACETYPE Space Type

• Result: The Find window displays.

10. Select the operator for the equation.

• Example: =

11. From the Value drop-down list, select the space

type that meets the criteria.

• Example: P-OFFC Office

12. Click OK.

• Result: The Modify Saved Query for

window displays again.

13. Click the Expand the query with OR button.

• Result: The A0 Field Picker window

displays.

14. From the A0 Field Picker window, select the

field that represents the next set of criteria for

your query. Click OK.

• Example: SPACETYPE Space Type

• Result: The Find pop-up window displays.

15. Select the operator for the equation.

• Example: =

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12 FM:Interact – Queries in FM:Interact

16. From the Value drop-down list, select the space

type that meets the criteria, and click OK.

• Example: P-WKS Workstation

17. Click the Expand the query with AND button.

• Result: The A0 Field Picker window

displays.

18. From the A0 Field Picker window, select the

field that represents the next set of criteria for

your query. Click OK.

• Example: OCC Occupancy

• Result: The Find pop-up window displays.

19. Select the operator for the equation.

• Example: <

20. From the Value field, type the value that

completes the criteria. Click OK.

• Example: 0

• Result: The Modify Saved Query for page

displays again, with the Query Expression

field completed.

21. From the Query Expression field, change the

last expression so that the 0 becomes

A0.Capacity.

• Result: The last expression now reads:

A0.OCC<A0.Capacity

22. From the Query Expression field, update the

equation to set off the space types in

parenthesis.

• Example: A0.BLDGCODE=’900’ AND

(A0.SPACETYPE=’P-OFFC’ OR

A0.SPACETYPE-‘P-WKS’) AND

A0.OCC<A0.Capacity

23. Click the Test Query button.

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13 FM:Interact – Queries in FM:Interact

• Result: The system presents back a

summary of the number of records that

match the criteria.

24. Click the Save button.

• Result: The query is saved.

• Result: The system presents a message

asking if you want to save the query as a

Public Query.

12. Click to display a checkmark in the checkbox to

save the query as a Public Query. Click Save.

From the Space Management module, access the Room

List View, and execute the query just created.

If the user executes the query, he/she will see a list of

records that match the criteria.

Page 17: FM:Interact – Queries in FM:Interact in FMInteract_SAG.pdfIt is highly advised that the ^SP101: Getting Started with Space Management _ course and ADM101: Getting started as an FM:Interact

14 FM:Interact – Queries in FM:Interact

Activity 3: Build a single query for a

Graphic View

In FM:Interact, Navigate to Space Management

Sites Manage Graphic Views

Procedure: Create a simple query for a Graphic

View

1. Select the “Define a New Graphic View” option

and click OK.

2. In the “Step 1: Enter a Name for the Graphic

View and Select Type of Query” field, enter the

name Conference Rooms.

3. In the “Enter a CAD Query Name” field, enter

the name Conference Rooms.

4. Check the Display in Mobile checkbox.

5. Choose the “A simple query using a single data

query.” Option.

6. Click Next.

7. From the “Pick a table:” dropdown, select the

A0 – Space Inventory table.

8. From the list of fields in the “Pick a field”

section, scroll down and choose SPACETYPE

Space Type.

9. From the query builder pop-up, choose the

operator “ = “ and the value S-CONF

Conference Space.

10. Click Next.

11. Set up the crosshatching legend:

a. Legend Text: Conference Rooms

b. Text Height: 28

c. Area: Check

d. Count: Check

e. Decimal Place: 0

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15 FM:Interact – Queries in FM:Interact

12. Set up the crosshatching settings:

a. Color: Cyan

b. Angle: 45

c. Spacing: 6

d. Layer: A-AREA

13. Click Next.

14. From the Layer Sets dropdown, select Space

Plan and click Apply.

15. Scroll down to the bottom of the page and click

Next.

16. Choose the Display no annotations option and

click Finish.

17. From the process completion page, choose Run

and click OK.

18. Choose the drawing with the most matches.

a. Example: 900-07 (900 07 11 matches)

19. Click Generate DWF.

NOTE: View how the crosshatching pattern is

being applied based on the simple query

criteria.

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16 FM:Interact – Queries in FM:Interact

Page 20: FM:Interact – Queries in FM:Interact in FMInteract_SAG.pdfIt is highly advised that the ^SP101: Getting Started with Space Management _ course and ADM101: Getting started as an FM:Interact

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18 FM:Interact – Queries in FM:Interact

Activity 4: Build a multiple criteria query

for a Graphic View

In FM:Interact, Navigate to Space Management

Sites Manage Graphic Views

Procedure: Build multiple queries for a Graphic

View

1. Select the “Define a New Graphic View” option

and click OK.

2. In the “Step 1: Enter a Name for the Graphic

View and Select Type of Query” field, enter the

name Support Spaces.

3. Check the Display in Mobile checkbox.

4. Choose the “A multiple-query using multiple

data queries and multiple crosshatches.”

option.

5. Click Next.

6. Click the Add button to add a sub-query.

7. In the Query Name field, enter Support Space

Types.

8. From the Pick a table dropdown, choose A0 –

Space Inventory.

9. From the Pick a field section, choose the

SPACETYPE Space Type field.

10. From the query builder pop-up window, choose

the “ = “ and “X-TOILET Lavatory FC”.

11. Click OK.

12. To extend the query, choose the OR option

above the Building Query Expression field.

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13. Repeat steps 8-12 for the following Space

Types:

a. X-ELEV Elevator NA

b. X-STAIR Stairs NA

c. S-CAFÉ Cafeteria BU

d. S-BREAK Shared Break Room FU

14. Click OK.

15. Click Next.

16. Set up crosshatching legend:

a. Legend Title: Support Space

b. Total Label: Total

c. Area Title: Area

d. Count Title: Count

e. Text Height: 28

f. Area: Checked

g. Count: Checked

h. Decimal Place: 0

17. Set up crosshatching pattern:

a. Sub Queries: Support Space Types (click

to select)

b. Legend Text: Support Space

c. Color: Blue

d. Angle: 0

e. Spacing: Solid

f. Double Crosshatch: Do not check

g. Layer: A-AREA

18. Click Next.

19. From the Layer Sets dropdown, choose Space

Plan and click Apply.

20. Click Next.

21. Choose Display annotations in all rooms

option.

22. From the Pick a table dropdown, choose A0 –

Space Inventory option.

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23. From the Pick a field section, choose

SPACETYPE Space Type field.

24. From the Layer dropdown, choose the A-AREA

layer.

25. Set up the annotation settings:

a. Text Color: Red

b. Text Height: 8

c. Spacing: -18

d. Justification X Offset: Center 0

26. Under the Annotations Defined with This

Graphic View section, click Add.

27. Click Finish.

28. Choose Run option and click OK.

29. Choose one of the drawings. Example: 900-06

30. Click Generate DWF. Zoom in to view support

spaces.

NOTE: The crosshatching and annotations are

being applied based on query criteria that was

set in the previous steps.

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22 FM:Interact – Queries in FM:Interact

Activity 5: Set a Read Only Condition

In FM:Interact, Navigate to System Administration

Manage Modules Built-in Modules Space

Management Modify View

Procedure: Set a Read Only Condition

1. From the Modify View page, select the “5.

Employee Update View” view and click OK.

2. In the view layout section, select the “General”

tab.

3. In the field layout section, select the Employee

# field.

4. In the field attributes section, check the Read

Only checkbox and set the condition to

EMPID<>’’. NOTE: This will make the Employee

# read only if the value already exists to prevent

users from changing the employee ID.

5. Click Save.

6. Navigate to Space Management Views 5.

Employee Update View.

7. Click Edit next to a record. NOTE: The Employee

# field is now read only since it already exists.

NOTE: Condition Syntax is [field name]

[operator] [‘value’]

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23 FM:Interact – Queries in FM:Interact

Activity 6: Set a Value Required Condition

In FM:Interact, Navigate to System Administration

Manage Modules Built-in Modules Move

Management Modify View

Procedure: Set a Value Required Condition

1. From the Modify View page, select Move Status

View – Planner view and click OK.

2. In the view layout section, select the Move Info

tab.

3. In the field layout section, select the Move Date

field.

4. In the field attributes section, check the

checkbox next to the Value Required field and

set the condition STATUS like ‘A%’. NOTE: Once

the move is approved the Move Date will be

required.

5. Click Save.

6. Navigate to Move Management Views

Move Status View – Planner and click Edit next

to an approved move request. NOTE: The Move

Date is required.

7. Click the Status field dropdown and change the

Status to In Progress. NOTE: The Move Date is

not required.

8. Click Cancel.

NOTE: Condition Syntax is [field name]

[operator] [‘value’]

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Activity 7: Disable View Editing

In FM:Interact, Navigate to System Administration

Manage Modules Built-in Modules Space

Management Modify View.

Procedure: Disable Editing View records

1. From the Modify View page, select the Room

Updates view and click OK.

2. Click the Options button at the bottom of the

Modify View – Room Updates page.

3. In the Disable Edit Condition field, enter the

following condition A0.SPACETYPE = ‘P-OFFC’.

4. Click OK.

5. Click Save.

6. Sign-out.

7. Sign-in with the following credentials:

a. Username: administrator

b. Password: fms

8. Navigate to Space Management Views

Room Updates view. NOTE: You are unable to

Edit office room records.

NOTE: Condition Syntax is [table alias].[field

name] [operator] [‘value’]

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Activity 8: Disable View Delete

In FM:Interact, Navigate to System Administration

Manage Modules Built-in Modules Space

Management Modify View.

Procedure: Disable Deleting view records

1. From the Modify View page, select the 4.

Groups view and click OK.

2. Click the Options button at the bottom of the

Modify View – 4. Groups page.

3. In the Disable Delete Condition field, enter the

following condition G0.PARENT=’’.

4. Click OK.

5. Click Save.

6. Sign-out.

7. Sign-in with the following credentials:

a. Username: administrator

b. Password: fms

8. Navigate to Space Management Views 4.

Groups view.

9. Select one of the ADMIN groups and click

Delete.

NOTE: You are prompted with a message

stating you may not delete the Admin Group.

NOTE: Condition Syntax is [table alias].[field

name] [operator] [‘value’]

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Activity 9: Apply a View Filter

In FM:Interact, navigate to System

Administration Manage Modules Built-In

Modules Space Management Modify View

to access the Modify View page.

Procedure: Apply a View Filter

1. From the Select a View to Modify list, choose

the established View you wish to use in creating

a new View. Click OK.

• Example: Floors/Drawings

• Result: The Modify View – Floors/Drawings

displays.

2. From the View Links section of the page, click

the Save As button.

• Result: The Save View As window pops-up.

3. In the Label for New View field, type the name

of the new View.

• Example: LA Parkway Dr. Floors/Drawings

4. From the Module for New View list, select the

module you want to contain the new View.

• Example: Q Space Management

5. Click OK.

• Result: The new View is saved and you

return to the Modify View page for the new

View (Modify View – LA Parkway Dr.

Floors/Drawings).

6. Click the Options button.

• Result: The View Options – LA Parkway Dr.

Floors/Drawings pop-up window displays.

7. At the View Filter field, type the SQL statement

for the filter.

• Example: BLDGCODE=’502’

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• Result: The filter says to only show values

associated with the Building Code 502.

8. Click Security.

9. Click OK.

10. Check the checkbox next to Administrators

role.

11. Click OK.

12. Click OK.

• Result: The filter is saved, and you return to

the Modify View page.

13. Click the Save button.

14. Click the Close button.

• Result: The new View is created and can be

accessed in the Space Management

module.

15. Sign-out.

16. Sign-in with the following credentials:

a. Username: administrator

b. Password: fms

17. Navigate to Space Management Views LA

Parkway Dr. Floors/Drawings view.

NOTE: The view is filtered to display to floors

for the LA building.

NOTE: View Filter Syntax is [field name]

[operator] [‘value’]

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Activity 10: Apply Color Coding to specific

records

In FM:Interact, navigate to System

AdministrationManage Modules Built-In

ModulesSpace Management Modify View to

access the Modify View page.

Procedure: How to Apply color coding to records

based on conditions

1. From the Modify View page select the “6. Room

List” view and click OK.

2. From the Modify View – 6. Room List page,

click the Color Coding button at the bottom of

the page.

3. In the Color Coding pop-up window, click the

Add Color Code button twice.

a. First: In the Description/Query field

type “Small Offices”, choose the

Background Color of “Green” from the

Background Color dropdown.

b. Second: In the Description/Query field

type “Large Offices”, choose the

Background Color of “Red” from the

Background Color dropdown.

4. Click the Edit Query link under the “Small

Offices” color coding row.

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5. In the Query Builder window, within the

“Show” section choose the [A0][Space

Inventory] table. NOTE: This will display a list

of fields that are available in the space

inventory database table in the “Field” section

of the query builder.

6. From the list of fields in the “Field” section,

scroll down and choose the A0.SPACETYPE

(Space Type) field. Click the Add Field link on

the top right corner of the query builder

window.

a. From the operator dropdown field

select “Equals”.

b. From the value dropdown select “P-

OFFC Office”.

7. From the list of fields in the “Field” section,

scroll up and choose the A0.AREA (Area) field.

Click the Add Field link on the top right corner

of the query builder window.

a. From query extension dropdown

select “AND”.

b. From the operator dropdown field

select “Less Than”.

c. In the value input field type “100”.

8. Click Save.

9. Click the Edit Query link under the “Large

Offices” color coding row.

10. In the Query Builder window, within the “Show”

section choose the [A0][Space Inventory] table.

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11. From the list of fields in the “Field” section,

scroll down and choose the A0.SPACETYPE

(Space Type) field. Click the Add Field link on

the top right corner of the query builder

window.

a. From the operator dropdown field

select “Equals”.

b. From the value dropdown select “P-

OFFC Office”.

12. From the list of fields in the “Field” section,

scroll up and choose the A0.AREA (Area) field.

Click the Add Field link on the top right corner

of the query builder window.

c. From query extension dropdown

select “AND”.

d. From the operator dropdown field

select “Greater Than or Equals”.

e. In the value input field type “100”.

13. Click Save, in the Query Builder window.

14. Click Save, in the Color Coding window.

15. Click Save, in the “Modify View – 6. Room List”

page.

16. Navigate to the Space Management module

“6. Room List” view. Space Management

Views 6. Room List

17. Scroll through the list of room and notice the

color coding applied to the offices. Also note

the color legend that was added to the view.

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Activity 11: Create a Custom Graphic

Theme

In FM:Interact, navigate to Space Management

Sites Site (Chicago) Building (900

Western Headquarters) Floor (7th Floor)

to access the Floor Plan drawing.

Procedure: Create a Custom Graphic Theme

1. From the Floor Plan toolbar, click the Multi-

select Graphic Theming button.

2. In the Graphic Themes popup, check the

checkbox next to next to the Custom Query

option in the Multiple Query section.

3. In the Custom Query popup window, click the

Add Query button.

4. Enter the following information for the query:

a. Description/Query: Large Offices

b. Color: Light Blue

c. Angle: 0

d. Spacing: Solid

5. Click the Edit Query link.

6. In the Query Builder popup, select the

[A0][Space Inventory] table from the Show

section.

7. From the Field section, drag and drop the

A0.SPACETYPE field into the query builder.

Select Equals as the operator and choose P-

OFFC Office from the value dropdown.

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32 FM:Interact – Queries in FM:Interact

8. From the Field section, drag and drop the

A0.AREA field into the query builder. Choose to

expand the query with AND, select Greater

Than and enter a value of 100.

9. Click Save.

10. In the Custom Query popup window, click the

Add Query button.

11. Enter the following information for the query:

a. Description/Query: Small Offices

b. Color: Purple

c. Angle: 0

d. Spacing: Solid

12. Click the Edit Query link.

13. In the Query Builder popup, select the

[A0][Space Inventory] table from the Show

section.

14. From the Field section, drag and drop the

A0.SPACETYPE field into the query builder.

Select Equals as the operator and choose P-

OFFC Office from the value dropdown.

15. From the Field section, drag and drop the

A0.AREA field into the query builder. Choose to

expand the query with AND, select Less Than

and enter a value of 100.

16. Click Save.

17. Click OK.

18. In the Graphic Themes popup window, click the

Save Custom Theme button (Floppy Disk icon).

19. From the Save Theme popup, enter the Name

Large and Small Offices. Select the Type Global.

20. Click Save.

21. Click OK.

22. Close the Graphic Themes popup window.

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NOTES: