Siebel 8.

0 Essentials

Working with Siebel Data

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Module 3: Working with Siebel Data

Module Objectives

To create, modify and delete records To understand how to query Siebel CRM Application data

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Working with Data in Siebel User Interface (UI)

The operations that can be performed in Siebel User Interface

(UI) are:
Creating Data Modifying and Saving Data Using Picklists and Multi-Value Groups Sorting Data Deleting Data and Undoing a Record

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Creating Data
There are several

ways to add records

Create a new record by clicking on the New Button

OR
Right-click and select New Record

OR
Use Keyboard Accelerator : Ctrl+N

OR
Select New Record from Applet Menu Option
Note: When a new

record is created, remember to fill in the fields with the * sign. These are mandatory fields
Working with Siebel Data

Enter the details here

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Modifying and Saving Data

To modify data, select field in

the list or form applet and change the value There are several ways to Save records
Step off a record for implicit save

OR
Right-click and select Save Record

OR
Use Keyboard Accelerator : Ctrl+S

OR
Select Save Record from Applet Menu Option

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Text Editor
Text editor is an editable text area used to create, edit or view large

amounts of text It is accessed by clicking the Text Editor button in the top-right corner of a text field

Enter text and click OK Text Editor button

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Attachments
Attachments are files created in other applications that can be

associated to records in Siebel applications They can be related to records wherever the Attachments view is available within a screen
Drag and drop a file into the Attachments list view, or Use the New File or New URL button

Use New File or New URL to create an attachment Drag and drop file to create an attachment

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Using PickLists
Picklists allow users to select a field value from a list A Picklist can be

Static: User selects a value from a fixed drop-down list Dynamic: User selects a value from a list of changing values Example: Accounts, Opportunities

Click on Pick applet icon to open a Pick Applet

Click on Dropdown icon to open a static picklist

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Using Multi-Value Groups

Multi-value groups (MVGs) assign one or more values to a field in a

record Of all the values, only the primary value is displayed in the form or list applet

MVG Select button

Primary

Contact Addresses MVG Applet

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Sorting Data
To sort data in either ascending or descending order, click the column

header

Click the column header for arranging the records in ascending or descending order

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Deleting Data and Undoing a Record

There are several ways to Delete records

Click on Delete Button

OR
Right-click and select Delete Record

OR
Use Keyboard Accelerator : Ctrl+D

OR
Select Delete Record from Applet Menu Option

There are several ways to Undo a record

Select Undo Record from Applet Menu Option

OR
Use Keyboard Accelerator : Ctrl+U

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Queries
Running and Executing Queries Using Query Assistance

Querying an MVG field

Refining a Query Saving a Query Executing Predefined and Saved Queries

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Running and Executing Queries

Query for records inline within a Form applet or a List Applet

From Application level Menu select Query -> New Query

OR Right Click for Context Menu

Click on Query button on an applet

OR
Select New Query from Applet Level Menu

OR
Use the Keyboard Accelerator: Alt+Q

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Query Examples
Type of query Single term Wildcards (multiple character) Wildcards (single character AND OR Comparison Example Service Serv* Serv?ce *service* AND *request* *service* OR *account* > 599.99 Description Finds an exact match Fields that start with Serv ? matches a single character Finds records with both search terms Finds records with either search term Use the following relational operators on numeric or date fields: >, <, =, <=, >=. (<> can be used on all types of fields. Finds dates until yesterday Returns records which have no entry for that field Returns records which have atleast one entry in that field

Date (Today) IS NULL

< Today() 1 Use in Description field of Service Request

IS NOT NULL

Use Help to find available list of query operators

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Record Count
Record Count provides the total number of records that match the query.

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Using Query Assistant

Query Assistant provides a simplified way for users to

execute queries from anywhere in a Siebel Application

Guides users through creating a query Users do not have to be familiar with query syntax or operators
Click Query Assistant button after clicking Query in a form

or List Applet
Select any from current screen

Select fields and operators using Drop down list

Two expressions combined with AND to form a query

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Querying an MVG Field

EXISTS() is used to search for matches in MVGs It is the only way to query for all child records in an MVG

Search criterion

MVG Indicator Results in following record set

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Refining a Query
Refine Query is used to modify an existing query

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Saving a Query

Application level Query Menu is used to save a query Queries can be saved and created by user All saved and predefined queries appear in the Saved Queries drop down All Predefined and saved queries in alphabetic order in saved queries drop down

Select Query > Save Query As

Created and Saved by User

Name the query and click OK

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Executing Predefined and Saved Queries

Predefined Queries are provided by an application administrator and

cannot be deleted by an end user Saved Queries are created and saved by the user All pre-defined and saved queries appear in the Saved Queries

All Predefined and saved queries in alphabetic order in saved queries drop down

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Module Highlights
The operations that can be performed in a User Interface (UI) are:

Creating, Modifying, Saving, Deleting and Sorting data Picklists allow users to select a value for a field from a list
Two types Static and Dynamic
Multi-Value Groups (MVGs) assign one or more values to a field

The primary value is displayed

Query Assistant can be used to run queries Predefined queries are supplied by the application administrator Saved queries are created and saved by the user

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Lab
In the lab you will:

Create, modify, and delete records Use basic querying skills

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