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Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices > Data Filtering >

Developing Data Filters

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Siebel Systems suggests the following general steps for developing Handheld synchronization filters.

Identify the screens and views of your application. Then identify the business components that are required to support each screen and view, noting the areas where each business component occurs. For example, identify the form, list, or pick applets that are based on each business component.
Within Siebel Tools, establish the base parent-child relationships and any reverse relationships at the component level.
Review the business components that occur in picklists and consider creating default sync filter declarations for those that will cause large numbers of records to synchronize to the device. These declarations are maintained in the PDAQBE file.
For each business component, determine whether it is possible to apply a search specification to all instances of the business component within the handheld application. Develop a set of suitable Query by Example (QBE) declarations in the PDAQBE file. Common examples of business components that are suitable for global QBEs include:
Employees (for large organizations)
Activities (for example, filter for current Activities, Activities of only certain kinds)
Accounts (for example, by geography)
Products (for example, active, orderable products)
Orders (for example, open, closed in last three months)
Create appropriate PDQ synchronization filters for each business object or screen and make sure that each screen includes a default filter. Default filters make sure that users avoid accidental download of an excessive number of records.

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