Siebel Customer Relationship Management Siebel Fundamentals Siebel Innovation Pack 2013, Version 8.1/8.2 E24770-01 |
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You can create your own queries and save them in the Queries drop-down list for later use. Queries that you create are called user-defined queries. They allow you to enter your own criteria to locate a specific set of records.
To create, execute, and save a new query
Navigate to the desired screen.
Do one of the following:
In the list or form, click Query.
In the list or form, click the menu button, and then click New Query.
Click the new query button on the toolbar.
In a list or form, right-click and choose New Query.
From the application-level menu, choose Query, then New Query.
Use the appropriate keyboard shortcut.
Depending on where you are when you invoke the new query command, a blank form or a blank row in a list appears.
Enter the query criteria in the appropriate fields.
Do one of the following:
In the list or form, click Go.
In the list or form, click the menu button, and then click Run Query.
Click the execute query button on the toolbar.
In a list or form, right-click and choose Run Query.
From the application-level menu, choose Query, then Run Query.
Use the appropriate keyboard shortcut.
The query executes and the matching records appear.
From the application-level menu, choose Query, then Save Query As.
The Save Query As dialog box appears.
In the Query Name field, enter a name for the query and click OK.
The saved query now appears in the Queries drop-down list.