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Modifying Predefined Queries
Siebel eBriefings includes several predefined queries (PDQs) that determine the search specification and the sort order for sections on Briefing pages that retrieve data from the Siebel database.
- Sort specification is a conditional expression that determines the sort order of retrieved records.
- Search specification is a conditional expression that determines the set of records retrieved.
There is one predefined query for each of the main business objects in Siebel eBriefings. The names of the PDQs and the corresponding Briefing pages are included in Table 11.
See Siebel Tools Reference for more information about search and sort specifications.
The example PDQ below is for My Briefing. Notice there are entries for each Siebel data section on the Account Briefing.
'Contact'.Search = "[Row Status]='Y' and [Created]>=(Today()-365)"
'Contact'.Sort = "Last Name, First Name"
'Account'.Search = "[Row Status]='Y' and [Created]>=(Today()-1000)"
'Opportunity'.Search = "[Created]>=(Today()-365) and ([Opportunity Sales Status]='Open' or [Opportunity Sales Status] IS NULL)"
'Opportunity'.Sort = "Row Status (DESC), Revenue (DESC)"
'SI Service Request'.Search = "([Status]<>'Closed' and [Status]<>'Cancelled') and [Created]>=(Today()-365)"
'SI Service Request'.Sort = "Status, Severity"
'SI Broadcast Message'.Search = "([Activation Date/Time] is null or [Activation Date/Time] <= Timestamp()) and ([Expiration Date/Time] is null or [Expiration Date/ Time] >= Timestamp()) and ([All]='Y' or ([Msg Postn Id] = PositionId()) or ([Bcast Postn Id]=PositionId())) and [Via Interactive]='Y'"
'SI Broadcast Message'.Sort = "Created (DESC), Abstract"
'ePortal Literature 1'.Sort = "Sequence"
'ePortal Literature 2'.Sort = "Sequence"
'ePortal Literature 3'.Sort = "Sequence"
'Expense'.Search = "([Status] = LookupValue('EXP_STATUS','In Progress')) or ([Status] = LookupValue('EXP_STATUS','Accepted')) or ([Status] = LookupValue('EXP_STATUS','Submitted')) or ([Status] = LookupValue('EXP_STATUS','Approved')) or ([Status] = LookupValue('EXP_STATUS','Rejected')) or ([Status] = LookupValue('EXP_STATUS','Next Approved'))"
'Expense'.Sort = "Submitted Date (DESCENDING)"You can modify PDQs using the Predefined Query Administration view. This view is available by selecting Site Map > Application Administration > Predefined Queries.
NOTE: Modifying a PDQ in the Predefined Queries view changes the query for all users.
Be sure to make a backup copy of the original predefined query that comes with Siebel eBriefings.
For more information about entering and modifying PDQs, see Applications Administration Guide.
For information about search and sort syntax, see the appendix about operators, expressions, and conditions in Siebel Tools Reference.
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Siebel eBriefings Administration Guide Published: 18 April 2003 |