Bookshelf v7.5.3: Query Tips

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Query Tips

When you are creating and executing queries, keep the following tips in mind:

The Siebel application automatically adds a wildcard to the end of your query. This means that if you search for Siebe, the Siebel application looks for all words beginning with the letters Siebe.

When you create a query, the records matching the query criteria appear in a list. As you work with the records in the list and move through the views within the current screen, the list continues to show the records that were found when the query was created. The list is reset to the default list of records when you leave the current screen.

If you no longer need the list of records found in a query and want to reset the list, click the current screen tab to return to the default set of records.

If a predefined query created by your organization appears in the Queries drop-down list, you cannot delete this query from your list. However, you can modify the query criteria and save them using another name. Select the query from the Queries drop-down list. Click the menu button, and then click Refine Query. You can now see the query criteria that make up the predefined query and edit the query as needed. To save the query using another name, choose Edit > Query > Save As from the application-level menu.

You cannot query on Notes views when you are connected to the server.

Any queries executed in Administration screens against multi-value group fields will automatically be appended by EXISTS(). This allows you to see every record, regardless of whether it is a primary record or not.

When you create a query and navigate through the views, use the More Info view tab to go back to the queried list of records.

If you are executing a query that includes more than one consecutive blank space, you must place quotes around the query or the spaces will be ignored and you will receive inaccurate results.

When the results appear in list format, the first record is highlighted. It may appear as though the record you selected before running the query is being displayed again, but you are actually seeing a new set of records resulting from your query.