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About Business Object Filters


The Siebel Web Client supports named queries on most or all screens. These queries restrict the result set displayed to the user. Business object filters are the Handheld application synchronization equivalent to these named queries. Just like client based queries, they are applied to a specified business object. They also contain search or sort specifications for business components that are part of that business object.

The Default column is the only difference from the query syntax appearing in a BusObject filter for the Siebel Web Client. The Default column is unique to the business object filter mechanism. For Web client queries, users can set a default query for each view in their Preferences screen. If users do not set a default query for each view in their Preferences screen, there is no default query, and so all records are returned by default. This is not recommended for Handheld application deployments as this might result in excessive volumes of data being extracted. Thus, the Default column allows you to decide what filter to use by default if a user does not make a selection.

There is also a client option to revert to default filters selection. There must be at most a single default filter for each business object name. It is not recommended that you set more than one filter as the default for a particular business object. Note however, that the same default choice will be made by all clients.

Business object filters can be specified at either the application level or the user level, but not at the component level. Business object filters specified at the user level override a filter specified at the application level, provided the application-level filter has the identical values for the business object name and filter name. The list of filter choices presented to the user is the merged list of all application filters except those overridden at the user level, plus all user filters.

Setting Business Object Filters for Siebel Handheld Application Users

The Business Object Filters View in the Application Administration view contains the synchronization filter settings for business objects. If you wish to add or remove business object filter settings for users, you do so in this view.

To add a business object filter setting

  1. Navigate to the Administration - Mobile screen, then the Application Administration view.
  2. In the Handheld Applications list, select the appropriate application, and then click the Business Object Filters view tab.
  3. Click New, and then enter the required information.
  4. The fields in the Business Object Filters view are described in the following table:
    Field
    Comments

    Owner

    Read only. Contains the Handheld application to which the business component will be associated. For example, Siebel <Application Name> for CE.

    Default

    Check to allow you to decide what filter will be used by default if a user does not make a selection.

    Business Object

    A text box. Enter the business object name. For example, Account.

    Name

    A text box. Enter the business object filter name. For example, BOFilter 1.

    Query

    A text box. Enter the syntax for the query, for example, as follows:

    'Account'.Search = "[Account Status] = LookupValue ( ""ACCOUNT_STATUS"", ""Active"" )" 'Account'.Sort = "Name, Location"

    For more information about developing queries, see Data Filtering for Siebel Handheld Applications.

To remove a business object filter setting

  1. Navigate to the Administration - Mobile screen, then the Application Administration view.
  2. In the Handheld Applications list, select the appropriate application, and then click the Business Object Filters view tab.
  3. Select the filter setting record wish to remove.
  4. From the Business Object Filters menu, choose Delete Record.
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