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Siebel Service Handheld Guide for Windows-Powered Devices > Working with Siebel Handheld Applications >

Finding and Querying Data

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You can search for data using the Find or Query functionality in your Siebel Handheld application.

Find

Use Find to do a simple search for a record. You can access Find by choosing View > Find... from the application-level menu. This launches the Find dialog box, in which you can enter your search criteria. The asterisk wildcard function (*) can be used in the search criteria. Figure 9 shows an example of the Find dialog window with the following fields: Look In, Last Name, Type, Last Call Date, Primary Specialty, and Rep Specialty.

NOTE:  There may be a slight variation in your version of Siebel software, and the Find dialog box may not look exactly as shown here.

Figure 9.  Find Dialog Box

Query

Use Query to locate a number of records containing a specific set of criteria. There are a number of ways in which to perform query tasks in your Siebel Handheld application.

Creating a Query

To begin a query, you can choose View > Query > New from the application-level menu, or you can tap the New Query button on the toolbar. Both will provide you with a blank form or list where you can enter your query criteria, depending on where you are in the application when you invoke the command. The asterisk wild card function (*) can be used in the search criteria.

Executing a Query

After you have created the query, you can execute it by choosing View > Query > Run from the application-level menu or by tapping the Execute Query button in the toolbar.

Refining a Query

You can refine your current query by choosing View > Query > Refine from the application-level menu.

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