Querying For Data In The Siebel UI

1) Inline Querying

2) Query Operations

3) Refine Queries

4) Save Queries

5) Query Assistant

6) Predefined and saved Queries

1) Inline Querying : Create And execute queries from with in dialog boxes

• Users no longer need to navigate to a separate dialog box to enter query criteria .
• Helps users quickly find the data they want within dialog boxes .
  

2) Query Operators : Wildcards can be used to search for multiple characters

• *(asterisk) returns records containg the string or containing the string plus any additional characters.
  
• For Example by typing MA will find Madrid and San Mateo
  
• Mateo , but by typing *Ma* will find Madrid and San Mateo
  

• * cannot be used in data or numeric fields
  

• ? (question mark ) returns records containing the characters specified int he string such that any single character may appear at the location of the ?

• For example by typing ? will find type, tape , but not tripe
  
• < = (less than or equal to) can be used on numeric or date fields
  
• <> (not equal ) can be used on all fields
  
• OR allows entry of more than one value for a field
  

3) Refine Queries : Use Refine Query to modify an existing query .

4). Save Queries : Use the Application-level Query menu to save a query .

5) Predefined and saved Queries : Predefined queries are provided by your administrator

Saved queries are created and saved by the user .

6 ) Record Count : Provides the total number of matching records in the query .

Using Picklists and Multi Value Groups And Sorting Data

Picklis : Select a single value for a field in a record .

Multi-value Group(MVG) : Associate one or more values to a fiedl in

Sorting Data : Click the column headers to sort data in ascending or descending order

Working With Data In the Siebel UI

Creating Data

Modifying and saving data

Using Picklists and Multi -Value Groups

Sorting Data

1) Creating Data : Click the menu button or new to create a new record .

2) Modifying and Saving Data :

Modify data : Select record field in the list or form , and change it

Save data Implicitly : Step off the record in a list or a form to commit it to the database .

Available in High Interactivity interface .

Save data explicitly : click menu and select save record

Keyboard : Ctrl +S

Common Business Components

Business components representing common siebel business entities include :

Accounts

Opportunity

Service Requests

Contact

Activity

Business Object

Organizes business components (BC) in relationship to each other so related dat can be displayed in a view

List And Form Reference Business Components

Each list applet or form applet references one and only one business component

Business Components

1) Business Components are a collection of dat in the database reorganized to reflect the user's business

2) Organize data from the user's business perspective for presentation in the UI

Business Data Stored In Database

1. Each business data item is stored in a specific database table and column

2. List and form applet data come from many tables and columns

Application Home Page

Screen Home Pages

Click the screen tabs to access data specific to a functional area, such as Accounts, Opportunities, and Contacts.

Browser Controls

Use the browser back and forward buttons to navigate within the siebel application and other applications.

Navigate The User Interface(UI)

Click the different UI elements to navigate to differet data

Application Level Toolbar Menus

Access elements related to global functions.

Global Toolbar : iHelp and Reports

Access context-sensitive tasks and reports associated with the active screen

Global Tool Bar : Site Map

Accress a list of all Screens and views available to the user .

Screens

Represents groups of available views for a functional business area, such as accounts, contacts and functions and opportunities.

Views :

Show Detailed Presentation of data related to the selected screen and record

• A record is a collection of data organized into fields

List Applets and form applets

• List applets display record in rows
  
• Form applets display the fields of a single record.

Navigate List Applets And Form Applets :

Use Menu button or scroll bars and arrows

Detail View

• Accessed by drilling down on a record

List Columns :

• Fixed position in list columns
  
• Freeze columns by double-clicking column headers within list applets
• Enhances ability to work effectively with lists that contain many columns of data
• Drag and drop columns in and out of the frozen area

Parent List View

• Provide intial access to records and include a preview from instead of detail view tabs.

Drill down for More Information :

• Drill Down on a hyperlink to see more information

Control UI Presentation : Columns displayed

• Click the menu button,or right click and select columns displayed.

User Preferences

• Allow users to set individual Preferences for some application features
  

• Set time zone preferences
• set a startup view
  
• change default spell check options
• customize aspects of the calender.