Bookshelf v7.5: Types of Data Filters

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Types of Data Filters

There are three filtering methods that can be used to control the data synchronized to the handheld, which are discussed in greater detail later in this chapter.

Repository Configuration. By specifying links between business components in business objects, you are filtering the data that gets downloaded to the device. These links are defined in Siebel Tools by the application developer.

Query by Example Filters (QBEs). QBEs are business component-level filters that are primarily used to filter data at the business component level across all business objects. It defines the overall set of data available to the handheld. This filtering mechanism is used to provide handheld-specific business component level filtering and to define the overall set of data available to the handheld application. QBEs can also be used to filter picklists. It is strongly recommended that these filters be thoughtfully designed and be in place before synchronizing data to the handheld.

Predefined Query Filters (PDQs). PDQs, sometimes called synchronization filters, select data at the business object (screen) level. End users use PDQs to select the data downloaded during synchronization. The list of PDQs appear in the Set Filters dialog box.

Users select one PDQ filter per business object, or one per screen. Therefore, all views in the same screen must be associated with the same business object. The filters apply to the screen the same way PDQs apply to screens in the desktop applications. The data on all views within the Handheld application screen is filtered by the PDQ filter.