Siebel CRM Advisor Administration Guide Siebel Innovation Pack 2015 E24718-01 |
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You can perform Advisor data searches on a selected pageset in two ways:
Use the Pageset Search tab
Use the Query button
Pageset Search searches all the data within a pageset. Pageset Search automatically performs a floating search. A floating search is a search that assumes wild cards around the search text. For example, in a search for ar, all text containing ar is returned.
Query queries the data in the Pageset list.
To perform a pageset data search using the Pageset Search tab
Navigate to Administration - Product, then Advisor Pagesets.
Select the pageset you want to search.
On the Pageset Search tab, enter the text you want to find.
Specify what to search: Cell Data, Column Names, Table Names.
Select all three to search all three options.
In the Pageset Search form Menu, select Search.
All matches for your search appear in the Search Results list.
To perform a pageset data search using the Query button
Navigate to Administration - Product, then Advisor Pagesets.
Select the pageset you want to search.
On the tab in which you want to search for data, click Query.
A Query screen appears that lists all the fields for that tab.
Enter data in the field you want to search by.
Click Go.
The Query returns the results for your search.