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Using the Query Assistant

After clicking Query in a form or list, you can click Query Assistant to launch a dialog box that will guide you through creating a query. The Query Assistant button appears to the right of the Cancel button after you click Query. The Query Assistant dialog box can be helpful if you do not want to add your own query operators or are not familiar with query operators. When you use the Query Assistant, you do not need to enter operators to find the information you are looking for. You can also save your query by clicking Save Query before you execute the query. The query assistant example shown in Figure 43 is querying for all accounts in which the value in the City field is San Francisco and the value in the Potential Volume field exceeds $10,000. Querying in the Query Assistant is case-insensitive.

NOTE:  It is not possible to use EXISTS in the Query Assistant for MVG fields.

Figure 43. Example of Query Assistant Dialog Box

To perform a query using the Query Assistant

1. Navigate to the desired screen.
2. In the list or form, click Query.

   Depending on where you are when you invoke the new query command, a blank form or a blank row in a list appears.

3. Click Query Assistant.

   The Query Assistant appears.

4. In the first row, from the Select Field drop-down list, choose a field to query on.
5. In the first row, from the drop-down list to the right of the field you just selected, choose an operator for the query.
6. In the first row, in the field to the right of the operator you just selected, enter the value you want to query for.
7. Fill in other rows as desired.
8. From the Perform Query using drop-down list, select AND or OR to specify the type of operator you want to use between your criteria.

   AND will only show results that meet all the criteria. OR will show results that meet any of the criteria.

9. Click Go.

   The query executes, the Query Assistant closes, and matching records appear.

If there are no values in the Query Assistant's drop-down lists, contact your Siebel administrator.

NOTE:  About Using Default Queries

When you navigate to any new screen, the records that appear are based on the default query set up for that screen. You can specify a different default query from the User Preferences screen. If there is no default query set up, the first predefined query in the Queries drop-down list will execute.

NOTE:  You cannot indicate a blank query as the default. There is no way to set user preferences so that no query is executed when you navigate to a new screen.

If you have set up a default query for a visibility filter, it will only be executed if you access that view using the Site Map link. Using the visibility filter to access that filter's default query will fail. If the visibility filter in question has been set up as the default view for that screen, clicking the screen tab will execute the default query for the filter.

Related Topic

Setting Up Default Queries