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Essentials (Siebel 7.

7)

Module 4: Working with Data in the User Interface

Module Objectives
After completing this module you will be able to:
Describe how data is organized behind the Siebel user interface (UI) Create, modify, delete, and query for data in the UI

Why you need to know:


Knowing these fundamental concepts and skills is important for understanding and configuring Siebel applications

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Business Data Stored in Database

Each business data item is stored in a specific database table and column List and form applet data come from many tables and columns

Table and columns Record

Database

Business data item


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Business Components

Are a collection of data in the database reorganized to reflect the users business Organize data from the users business perspective for presentation in the UI

Table and columns

Multiple records displayed in a list Business components work here Single record displayed in a form
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Database

Lists and Forms Reference Business Components

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

List references one business component

Form references one business component

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Business Object

Organizes business components (BC) in relationship to each other so related data can be displayed in a view
List applets reference one business component

Business object is a collection of business components

Form applets reference one business component

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Common Business Components

Business components representing common Siebel business entities include:


Account Opportunity Service Request Contact Activity

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Working with Data in the Siebel UI

Creating Data Modifying and Saving Data Using Picklists and Multi-Value Groups Sorting Data

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Creating Data

Click the Menu button or New to create a new record


Click New to create new record

Red asterisk signifies required field

Click the Menu button, then select New Record

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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

Explicit save

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Using Picklists and Multi-Value Groups

Picklist
Select a single value for a field in a record
Select an Account Type for the account

Drop-down arrow

Multi-value group (MVG)


Associate one or more values to a field in a record
Select button Associate members to the account team

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Sorting Data

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


Click the column header for ascending (A Z) or descending (Z A) order

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Querying for Data in the Siebel UI

Inline Querying Query Operators Refine Queries Save Queries Query Assistant Predefined and Saved Queries

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Inline Querying

Create and execute queries from within 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

Perform queries directly in dialog boxes

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Query Operators

Wildcards can be used to search for multiple characters


* (asterisk) returns records containing the string or containing the string plus any additional characters

For example by typing Ma will find Madrid, but not San Mateo, but by typing *Ma* will find Madrid and San Mateo
* cannot be used in date or numeric fields

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

For example by typing t?pe will find type, tape, but not tripe

<= (less than or equal to) can be used on numeric or date fields <> (not equal to) can be used on all fields OR allows entry of more than one value for a field

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Refine Queries

Use Refine Query to modify an existing query

2. Enter additional or modified criteria

Original query criteria


3. Select Run Query or click the Go button

1. Select Refine Query


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4. Query returns all records matching both the original and the additional criteria
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Save Queries

Use the application-level Query menu to save a query

2. Name the query and click OK

1. Select Query > Save Query As

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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

Is launched by clicking the Query Assistant button after clicking Query in a form or list

Select any field from the current the screen

Select from lists to build a query Queries can be saved

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Predefined and Saved Queries

Predefined queries are provided by your administrator Saved queries are created and saved by the user

Predefined queries
Created and saved by user

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Record Count

Provides the total number of matching records in the query

Select Record Count for count of records in current query

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Text Editor

Is an editable text area used to create, edit, or view large amounts of text Is accessed by clicking the text editor button in the top right corner of a text field

Launches the text editor for text fields


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Module 4: Working with Data in the User Interface

Attachments

Are files created in other applications that can be associated to records in Siebel applications Can be added 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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Summary
This module showed you how to:
Describe how data is organized behind the Siebel user interface (UI) Create, modify, delete, and query for data in the UI

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Lab

In the lab you will:


To basic querying skills

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