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Siebel Customer Relationship Management Siebel Fundamentals for Siebel Open UI
Siebel Innovation Pack 2014
E52425-01
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Setting Up Default Queries

You can set up queries to display data when you access a specific screen and view. For more information about queries, see Chapter 7, "Locating Information Using Query and iHelp."

If you set up default queries for multiple views that are based on the same business object (for example, the Contact business object), then the default query for the first view that you access runs to display data in the view. However, when you access another one of the views, the data that appears is determined by the default query for the first view, and not the default query for the new view. The default query for the new view does not run to display data because the query context for the first view is retained when you navigate from the first view to any of the other views.


Note:

Only views that you can access from the drop-down list for the Show field or from the Site Map can have an associated default query.

To set up a default query  

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Default Queries.

    The Screen Name and Screen View lists appear.

  3. In the Screen Name list at the top of the screen, select the screen.

  4. In the Screen View list below the list of screens, select the view from the View Name column.

  5. Click the Default Query field next to the view you select, and click the select button.

    The Pick Query dialog box appears.

  6. From the Pick Query dialog box, select the query you want this view to display, and click OK.

    The selected query appears next to the appropriate view in the Default Query column.