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Modifying Siebel ERM Predefined Queries

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A predefined query (PDQ) is a query with specific criteria already defined. Typically, the criteria includes information on which records to search for and in what order the records should appear. The conditional expression within a query that determines the set of retrieved records is called a search specification. The sort specification is the conditional expression within the query that determines the order of the retrieved records.

Predefined queries are set up by the system administrator and cannot be deleted or modified by end users. Siebel ERM is preconfigured with several PDQs, and some of these predefined queries are used in sections on the home page.

There is one predefined query for each of the main business objects in Siebel ERM. Other pages in Siebel ERM also use predefined queries. You can modify the PDQs to change the default search or sort specifications. Table 17 shows the PDQs that are included with Siebel ERM and the associated ERM page and business object for each PDQ.

See Siebel Tools Reference for more information about search and sort specifications.

Table 17. Siebel ERM Predefined Queries

PDQ Name	Page	Business Object
Account	Account Briefing	ePortal Account
All Approvals	Compensation Plan Users	ERM CompPlan Approval
All Plans	My Compensation Plans	ERM CompPlan Workbook
Approvals Delegated to Me	Compensation Plan Users	ERM CompPlan Approval
Competitor	Competitor Briefing	ePortal Competitor
Corporate Marketing	Corporate Marketing	ePortal Cat Corporate Marketing
Employee Self-Service Forms	SmartScript Administration	SmartScripts
ERM Corporate Objectives	Corporate Objectives	ERM Corporate Objectives
HR	HR	ePortal Cat HR
Industries	Industries	ePortal Cat Industries
IT	IT	ePortal Cat IT
My Approvals	Compensation Plan Users	ERM CompPlan Approval
My Briefings	Home Page	ePortal Employee
My Plans	My Compensation Plans	ERM CompPlan Workbook
Partners	Partners	ePortal Cat Partners
Plans Delegated to Me	My Compensation Plans	ERM CompPlan Workbook
Products	Products	ePortal Cat Products
Project Home Page Query	Project Home Page	Project
Sales	Sales	ePortal Cat Sales
Training	Training	ePortal Cat Training

You can modify PDQs using the Predefined Queries view.

To modify a predefined query

From the application-level menu, choose View > Site Map > Application Administration > Predefined Queries.
In the Predefined Queries list, query to locate the PDQ record.
Click the menu button and then choose Copy Record to create a backup copy of the predefined query.
Complete the fields for the PDQ record.

NOTE:  Modifying a PDQ in the Predefined Queries view changes the query for all users.

For more information about creating and modifying PDQs, see Applications Administration Guide.

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