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FM:Interact – Queries in FM:Interact
Document Release Date: 02/19/2018
Edition: 1
1 FM:Interact – Queries in FM:Interact
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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
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.
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.
3 FM:Interact – Queries in FM:Interact
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.
4 FM:Interact – Queries in FM:Interact
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.
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.
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.
7 FM:Interact – Queries in FM:Interact
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.
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.
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.
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.
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: =
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.
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.
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
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.
16 FM:Interact – Queries in FM:Interact
17 FM:Interact – Queries in FM:Interact
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.
19 FM:Interact – Queries in FM:Interact
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.
20 FM:Interact – Queries in FM:Interact
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.
21 FM:Interact – Queries in FM:Interact
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’]
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’]
24 FM:Interact – Queries in FM:Interact
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’]
25 FM:Interact – Queries in FM:Interact
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’]
26 FM:Interact – Queries in FM:Interact
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’
27 FM:Interact – Queries in FM:Interact
• 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’]
28 FM:Interact – Queries in FM:Interact
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.
29 FM:Interact – Queries in FM:Interact
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.
30 FM:Interact – Queries in FM:Interact
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.
31 FM:Interact – Queries in FM:Interact
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.
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.
33 FM:Interact – Queries in FM:Interact
34 FM:Interact – Queries in FM:Interact
NOTES: