Bookshelf v7.7: Siebel Sales Handheld Business Object Filters

Table 9 shows the list of filters that come with the Sales Handheld application and the query defined for each filter. All filters are public—that is, they are visible to all end users. You may create additional PDQs or modify the ones that come with the product.

The Sales Handheld application includes all Handheld Business Object Filters for all of the Siebel Handheld applications, some of which are not relevant to Sales Handheld. Therefore, it is recommended that you do a thorough audit of the Business Object Filters and maintain only the ones that apply to your particular business.

NOTE: A default filter must be defined for each screen (or business object) in the application. Only one default filter can be defined per screen or business object.

Table 9. Sales Handheld Business Object Filters
Business Object	Business Object Filter Name	Query Syntax
Account	All_All Accounts	'Account'.Search = "" "'Account'.Sort = "Name, Location""
Account	Def_*No Accounts (Sales)	'Account'.Search = [Id] IS NULL""
Account	Active Accounts	'Account'.Search = "[Account Status] = LookupValue ( ""ACCOUNT_STATUS"", ""Active"" )" "'Account'.Sort = "Name, Location""
Account	CA Accounts	'Account'.Search = "[State] = LookupValue ( ""STATE_ABBREV"", ""CA"" )" "'Account'.Sort = "Name, Location""
Action	All_All Activities	'Action'.Search = "" "'Action'.Sort = "Due""
Action	Def_Uncompleted Activities	'Action'.Search = "[Status] <> LookupValue(""EVENT_STATUS"",""Done"") OR [Status] IS NULL" "'Action'.Sort = "Due""
Action	*No Activities	'Action'.Search = [Id] IS NULL""
Action	This Week's Activities	'Action'.Search = "[Planned] >= Today() AND [Planned] < Today() + 7" "'Action'.Sort = "Due""
Contact	All_All Contacts	'Contact'.Search = "" "'Contact'.Sort = "Last Name, First Name""
Contact	Def_*No Contacts	'Contact'.Search = [Id] IS NULL""
Contact	CA Contacts	'Contact'.Search = "[State] = LookupValue ( ""STATE_ABBREV"", ""CA"" )"' "Contact'.Sort = "Last Name, First Name""
Employee	All_All Employees	'Employee'.Search = "" "'Employee'.Sort = "Last Name, First Name""
Employee	Def_North American Organization	'Employee'.Search = "EXISTS ([Organization] = ""North American Organization"")" "'Employee'.Sort = "Last Name, First Name""
Employee	*No Employees	'Employee'.Search = [Id] IS NULL""
Employee	All Employees	'Employee'.Search = "" "'Employee'.Sort = "Last Name, First Name""
Expense	All_All Expense Reports	'Expense'.Search = "" "'Expense'.Sort = "Start Date""
Expense	Def_All Expense Reports	'Expense'.Search = "" "'Expense'.Sort = "Start Date""
Expense	*No Expense Reports	''Expense'.Search = [Id] IS NULL""
Expense	In Progress Expense Reports	'Expense'.Search = "[Status] = LookupValue(""EXP_STATUS"", ""In Progress"") OR [Status] = LookupValue(""EXP_STATUS"", ""Submitted"")" "'Expense'.Sort = "Submitted Date (DESCENDING)""
Internal Product	All_All Products	'Internal Product'.Search = "" "'Internal Product'.Sort = "Name""
Internal Product	Def_Active Products	'Internal Product'.Search = "[End Date] >= Today() OR [End Date] IS NULL" "'Internal Product'.Sort = "Name""
Internal Product	*No Products	'Internal Product'.Search = [Id] IS NULL""
Internal Product	All Products	'Internal Product'.Search = "" "'Internal Product'.Sort = "Name""
Opportunity	All_All Opportunities	'Opportunity'.Search = "" "'Opportunity'.Sort = "Primary Revenue Amount (DESCENDING), Primary Revenue Close Date (DESCENDING)""
Opportunity	Def_Big Opportunities	'Opportunity'.Search = "[Primary Revenue Amount] > ""500000""" 'Opportunity'.Sort = "Primary Revenue Amount (DESCENDING), Primary Revenue Close Date (DESCENDING)" "'Account'.Sort = "Name, Location""
Opportunity	*No Opportunities	'Opportunity'.Search = [Id] IS NULL""
Opportunity	Current Opportunities	'Opportunity'.Search = "[Primary Revenue Close Date] > Today () - 30" "'Opportunity'.Sort = "Primary Revenue Close Date (DESCENDING)""
Opportunity	New Opportunities	'Opportunity'.Search = "[Row Status] = ""Y""" "'Opportunity'.Sort = "Primary Revenue Amount (DESCENDING), Primary Revenue Close Date (DESCENDING)""
Order Entry (Sales)	All_All Orders	'Order Entry - Orders'.Search = "
Order Entry (Sales)	Def_Open Orders	'Order Entry - Orders'.Search = [Status] <> LookupValue(""FS_ORDER_STATUS"",""Closed"") AND [Status] <> LookupValue(""FS_ORDER_STATUS"",""Cancelled"")""
Order Entry (Sales)	*No Orders	'Order Entry - Orders'.Search = [Id] IS NULL""
Order Entry (Sales)	All Orders	'Order Entry - Orders'.Search = "
Price List	All_All Price Lists	'Price List'.Search = "" "'Price List'.Sort = "Name""
Price List	Def_Current Price Lists	'Price List'.Search = "[End Date] > Today()" "'Price List'.Sort = "Name""
Price List	*No Price Lists	'Price List'.Search = [Id] IS NULL""
Price List	All Price Lists	'Price List'.Search = "" "'Price List'.Sort = "Name""
Quote	All_All Quotes	'Quote'.Search = "
Quote	Def_All Quotes	'Quote'.Search = "
Quote	*No Quotes	'Quote'.Search = [Id] IS NULL""
Quote	Active Quotes	'Quote'.Search = [Active] = 'Y' OR [Status] = LookupValue(""QUOTE_STATUS"", ""Active"")""