Siebel Sales Handheld Guide for Windows-Powered Devices > Data Filtering > Predefined Query Filters >

Sales Handheld PDQ Filters

Table 6 shows the list of filters that come with the Sales Handheld product and the query defined for each filter. All filters are public—that is, they are visible to all end users. You may create additional PDQs or modify the ones that come with the product.

The Sales Handheld application includes all PDQs for all of the Siebel Handheld applications, some of which are not relevant to Sales Handheld. Therefore, it is recommended that you do a thorough audit of the PDQs and maintain only the ones that apply to your particular business.

NOTE:  A default filter be defined for each screen (or business object) in the application. Only one default filter can be defined per screen or business object. The default filter for the Action business object (PDADef_*NoAccounts) does not apply to the Sales Handheld application and should be deleted. It is recommended that you designate another PDQ (for example, PDA_Active Accounts) the default PDQ by renaming it. For example, you would rename the PDA_Active Accounts filter to PDADef_Active Accounts).

Table 6.  Sales Handheld PDQ Filters
Business Object
PDA Name
Query
Account
PDAAll_All Accounts
'Account'.Search = "" "'Account'.Sort = "Name, Location""
Account
PDADef_*No Accounts (Sales)
'Account'.Search = [Id] IS NULL""
Account
PDA_Active Accounts
'Account'.Search = "[Account Status] = LookupValue ( ""ACCOUNT_STATUS"", ""Active"" )" "'Account'.Sort = "Name, Location""
Account
PDA_CA Accounts
'Account'.Search = "[State] = LookupValue ( ""STATE_ABBREV"", ""CA"" )" "'Account'.Sort = "Name, Location""
Action
PDAAll_All Activities
'Action'.Search = "" "'Action'.Sort = "Due""
Action
PDADef_Uncompleted Activities
'Action'.Search = "[Status] <> LookupValue(""EVENT_STATUS"",""Done"") OR [Status] IS NULL" "'Action'.Sort = "Due""
Action
PDA_*No Activities
'Action'.Search = [Id] IS NULL""
Action
PDA_This Week's Activities
'Action'.Search = "[Planned] >= Today() AND [Planned] < Today() + 7" "'Action'.Sort = "Due""
Contact
PDAAll_All Contacts
'Contact'.Search = "" "'Contact'.Sort = "Last Name, First Name""
Contact
PDADef_*No Contacts
'Contact'.Search = [Id] IS NULL""
Contact
PDA_CA Contacts
'Contact'.Search = "[State] = LookupValue ( ""STATE_ABBREV"", ""CA"" )"' "Contact'.Sort = "Last Name, First Name""
Employee
PDAAll_All Employees
'Employee'.Search = "" "'Employee'.Sort = "Last Name, First Name""
Employee
PDADef_North American Organization
'Employee'.Search = "EXISTS ([Organization] = ""North American Organization"")" "'Employee'.Sort = "Last Name, First Name""
Employee
PDA_*No Employees
'Employee'.Search = [Id] IS NULL""
Employee
PDA_All Employees
'Employee'.Search = "" "'Employee'.Sort = "Last Name, First Name""
Expense
PDAAll_All Expense Reports
'Expense'.Search = "" "'Expense'.Sort = "Start Date""
Expense
PDADef_All Expense Reports
'Expense'.Search = "" "'Expense'.Sort = "Start Date""
Expense
PDA_*No Expense Reports
''Expense'.Search = [Id] IS NULL""
Expense
PDA_In Progress Expense Reports
'Expense'.Search = "[Status] = LookupValue(""EXP_STATUS"", ""In Progress"") OR [Status] = LookupValue(""EXP_STATUS"", ""Submitted"")" "'Expense'.Sort = "Submitted Date (DESCENDING)""
Internal Product
PDAAll_All Products
'Internal Product'.Search = "" "'Internal Product'.Sort = "Name""
Internal Product
PDADef_Active Products
'Internal Product'.Search = "[End Date] >= Today() OR [End Date] IS NULL" "'Internal Product'.Sort = "Name""
Internal Product
PDA_*No Products
'Internal Product'.Search = [Id] IS NULL""
Internal Product
PDA_All Products
'Internal Product'.Search = "" "'Internal Product'.Sort = "Name""
Opportunity
PDAAll_All Opportunities
'Opportunity'.Search = "" "'Opportunity'.Sort = "Primary Revenue Amount (DESCENDING), Primary Revenue Close Date (DESCENDING)""
Opportunity
PDADef_Big Opportunities
'Opportunity'.Search = "[Primary Revenue Amount] > ""500000""" 'Opportunity'.Sort = "Primary Revenue Amount (DESCENDING), Primary Revenue Close Date (DESCENDING)" "'Account'.Sort = "Name, Location""
Opportunity
PDA_*No Opportunities
'Opportunity'.Search = [Id] IS NULL""
Opportunity
PDA_Current Opportunities
'Opportunity'.Search = "[Primary Revenue Close Date] > Today () - 30" "'Opportunity'.Sort = "Primary Revenue Close Date (DESCENDING)""
Opportunity
PDA_New Opportunities
'Opportunity'.Search = "[Row Status] = ""Y""" "'Opportunity'.Sort = "Primary Revenue Amount (DESCENDING), Primary Revenue Close Date (DESCENDING)""
Order Entry (Sales)
PDAAll_All Orders
'Order Entry - Orders'.Search = "
Order Entry (Sales)
PDADef_Open Orders
'Order Entry - Orders'.Search = [Status] <> LookupValue(""FS_ORDER_STATUS"",""Closed"") AND [Status] <> LookupValue(""FS_ORDER_STATUS"",""Cancelled"")""
Order Entry (Sales)
PDA_*No Orders
'Order Entry - Orders'.Search = [Id] IS NULL""
Order Entry (Sales)
PDA_All Orders
'Order Entry - Orders'.Search = "
Price List
PDAAll_All Price Lists
'Price List'.Search = "" "'Price List'.Sort = "Name""
Price List
PDADef_Current Price Lists
'Price List'.Search = "[End Date] > Today()" "'Price List'.Sort = "Name""
Price List
PDA_*No Price Lists
'Price List'.Search = [Id] IS NULL""
Price List
PDA_All Price Lists
'Price List'.Search = "" "'Price List'.Sort = "Name""
Quote
PDAAll_All Quotes
'Quote'.Search = "
Quote
PDADef_All Quotes
'Quote'.Search = "
Quote
PDA_*No Quotes
'Quote'.Search = [Id] IS NULL""
Quote
PDA_Active Quotes
'Quote'.Search = [Active] = 'Y' OR [Status] = LookupValue(""QUOTE_STATUS"", ""Active"")""


 Siebel Sales Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003