Siebel Fundamentals for Siebel Open UI > Using Query to Locate Information >

Refining Queries

You can refine the criteria of a predefined query or a user-defined query.

NOTE:  If you refine the criteria of a predefined query, then you must save the query with a different name to save the query.

To refine a saved query

1. Navigate to the screen.
2. From the drop-down list for the Saved Queries field, select the query.

   The records meeting the query criteria appear.

3. Do one of the following:
   • In a list or form, click the menu button, and then click Refine Query.
   • From the application-level menu, choose Query, then Refine Query.
   • Use the appropriate keyboard shortcut.
4. Add and edit the criteria.
5. Do one of the following:
   • In the list or form, click the menu button, and then click Run Query.
   • From the application-level menu, choose Query, then Run Query.
   • Use the appropriate keyboard shortcut.

     The query executes, and the records that match the criteria appear.