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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 which 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 34 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.

Figure 34.  Query Assistant Dialog Box Example

Click for full size image

To perform a query using the Query Assistant

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

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

  3. Click Query Assistant to launch the Query Assistant dialog box.
  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. Select AND or OR from the Perform Query using drop-down list to specify the type of query you want to run. Selecting AND will only show results that meet all the criteria. Selecting OR will show results that meet any of the criteria.
  9. Click Go.

    10. The query is executed, the Query Assistant is closed, and the records appear.

    NOTE:  If there are no values in the Query Assistant's drop-down lists, your Siebel administrator will have to refer to Maintenance Release Guide on SupportWeb.


 Fundamentals 
 Published: 14 August 2003