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Siebel 8.0 Essentials

Module 3: Working with Siebel Data

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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

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

Drag and drop file to create an

attachment

Use New File or New URL 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

Contact Addresses MVG Applet

Primary

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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– Click on Query button on an

applet

OR– Select New Query from Applet

Level Menu

OR– Use the Keyboard Accelerator:

Alt+Q

Right Click for Context

Menu

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Query Examples

• Use Help to find available list of query operators

Type of query Example Description

Single term Service Finds an exact match

Wildcards (multiple character)

Serv* Fields that start with ‘Serv’

Wildcards (single character

Serv?ce ‘?’ matches a single character

AND *service* AND *request*

Finds records with both search terms

OR *service* OR *account*

Finds records with either search term

Comparison > 599.99 Use the following relational operators on numeric or date fields: >, <, =, <=, >=. (<> can be used on all types of fields.

Date (Today) < Today() – 1 Finds dates until yesterday

IS NULL Use in Description field of Service Request

Returns records which have no entry for that field

IS NOT NULL Returns records which have atleast one entry in that field

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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 fields and operators

using Drop down list

Select any from current

screen

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

MVG IndicatorSearch

criterion

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

Select Query > Save Query

As

Name the query and click

OK

All Predefined and saved queries in

alphabetic order in saved queries

drop down

Created and Saved by User

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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