Constructing Business Component Filters for Siebel Mobile Disconnected Applications

Business component filters are used to restrict the size of extractions that otherwise might be too big. They suppress the extraction of business component records. Use business component filters with discretion because too much filtering can cause data-integrity problems on the server.

You can specify business component filters at either the application level or the user level. Do not specify business component filters at the user level outside of your test environment. After testing your business component filters, migrate them to the application level.

Information about the following is included in this topic:

• "Example Syntax of Business Component Filter"

• "Setting Business Component Filters for Siebel Mobile Disconnected Applications"

• "Removing a Business Component Filter Setting"

• "Configuring Business Component Filters for Pop-up Applets"

Example Syntax of Business Component Filter

Business component filters are used to limit the extraction of a business component for every context in which it is extracted. Business component filters use query by example (QBE) syntax:

[Status] = "Not Started" OR [Status] = "In Progress" OR ([Status] IS NULL) OR [Status] = "On Hold" OR ([Status] = "Done" AND [Done] >= Today() - 7)

For more information about QBE syntax, see Siebel Developer's Reference. Example business component filters, specific to the Siebel Mobile application for Siebel Pharma, are shown in Table 5-1 and Table 5-2.

Setting Business Component Filters for Siebel Mobile Disconnected Applications

You use the Business Components Filters tab in the Administration - Siebel Mobile screen, Application Administration view to configure or change synchronization filter settings for business components. The following procedure shows you how to set a business component filter for Siebel Mobile disconnected applications. There is no naming convention for business component filters.

Note: You can access the Administration - Siebel Mobile screen through either the Siebel Web Client or Siebel Mobile Web Client.

To set a business component filter 

1. Navigate to the Administration - Siebel Mobile screen, then the Application Administration view.

2. Select the appropriate mobile application in the top applet, and then click the Business Components Filters tab.

3. The fields in the Business Components Filters view are described in the following table.

   Field	Comments
   Owner	Read only. Indicates the Siebel Mobile disconnected application to which the business component will be associated. For example: Siebel ePharma Mobile.
   Business Component	Text box. Indicates the business component name.
   Name	Text box. Indicates the business component filter name. For example: Filter 1.
   Query	Text box. Indicates the syntax for the query, for example: [Start Date] <=Today()

   
   

4. In the Query field, define the filter for each business component as required.

5. To add a new business component filter, click New, and then enter the required information.

Table 5-1 shows some example business component filters for the Siebel Mobile application for Siebel Pharma, including the table to which the business component filter belongs, the filter specification, and whether the filter can be modified or not.

Table 5-1 Siebel Mobile Application for Siebel Pharma: Key Business Component Filters

Business Component	Table	Filter Description	Filter Specification	Enabled
Pharma Professional Call - Mobile	S_EVT_ACT	My Calls scheduled within the last (plus or minus) 7 Days.	([Start Date] > Today() - 8) AND ([Start Date] < Today() + 8) AND EXISTS [Owned By Id]= LoginId()	Yes
Contact	S_CONTACT	DOCK_FLG='Y' is the Dock Flag to be set for all Contacts who are part of My Calls in the last (plus or minus) days.	[My Position Id] = PositionId() AND [Dock Flag]='Y'	Yes
Account	S_ORG_EXT	My Accounts	([My Position Id] = PositionId ())	Yes
Account	S_ORG_EXT	My active accounts of type Hospital.	([Account Status]=LookupValue("ACCOUNT_STATUS","Active") AND [My Position Id] = PositionId() AND [Type] = LookupValue("ACCOUNT_TYPE","Hospital"))	Yes

Table 5-2 shows some example business component filters that drive picklists for the Siebel Mobile application for Siebel Pharma.

Table 5-2 Siebel Mobile Application for Siebel Pharma: Business Component Filters that Drive Picklists

Business Component	Table	Filter Description	Filter Specification
Pharma Professional - Primary Speciality	S_MED_SPEC	Filter all specialities in My Organization.	(EXISTS [XYZ Organization Id] = OrganizationId())
CUT Address - CE	S_ADDR_PER	Filter addresses linked to My Contacts or My Accounts.	(EXISTS ([Account Position Id]=PositionId())) OR (EXISTS ([Contact Position Id]=PositionId()))
Pharma Address Inter Table - CE	S_CON_ADDR	Filter addresses linked to Contacts.	[Professional Position Id] = PositionId() AND [Dock Flag]='Y'
Pharma Internal Product (Brands)	S_PROD_INT	Filter the products owned by the user.	[Owned By Id] = LoginId()
LS Pharma My Products List	S_EMP_PRDINT	Filter the products allocated to the user.	[Owned By Id] = LoginId() AND ([Alloc Start Date] <= Today() AND ([Alloc End Date] IS NULL OR [Alloc End Date] >= Today()))
LS Pharma My Sample Lots List	S_EMP_PRDINT	Filter the samples allocated to the user.	[Owned By Id] = LoginId() AND ([Alloc Start Date] <= Today() AND ([Alloc End Date] IS NULL OR [Alloc End Date] >= Today()))
LS Pharma My Promotional Items List	S_EMP_PRDINT	Filter the promotional items allocated to the user.	[Owned By Id] = LoginId() AND ([Alloc Start Date] <= Today() AND ([Alloc End Date] IS NULL OR [Alloc End Date] >= Today()))
List Of Values	S_LST_OF_VAL	Filter the list of values.	None.
Picklist Generic	S_LST_OF_VAL	Filter the list of values.	None.

Removing a Business Component Filter Setting

The following procedure shows you how to remove a business component filter setting.

To remove a business component filter setting 

1. Navigate to the Administration - Siebel Mobile screen, then the Application Administration view.

2. Select the appropriate mobile application in the top applet, and then click the Business Component Filters tab.

3. Select the filter setting record that you want to remove.

4. From the Business Component Filters menu, choose Delete Record.

Configuring Business Component Filters for Pop-up Applets

For business components that are related to pop-up applets, such as picklists and associated applets, you can prevent potentially large volumes of records from being downloaded by applying an additional filter condition called PopupSearch to the data extraction for the business component. If you do not use PopupSearch to filter the data extraction for business components that are related to pop-up applets, then all records are downloaded without any filter. The PopupSearch filter condition is applied on top of any other filters that are also specified for the business component.

Business Component Filter Syntax for Pop-up Applets

The syntax for configuring filters for pop-up applets is as follows:

PopupSearch(<searchspec>)

The business component filters shown in Table 5-3 include the PopupSearch condition. When you use the PopupSearch condition to filter the data extraction for business object components, only records that satisfy the condition are downloaded.

Related Topic

"About Filter Application During Chained Data Extraction"

Table 5-3 Example Business Component Filters for Pop-up Applets

Application	Business Component	Name	Query
Siebel Mobile application for Siebel Pharma	Contact	ContactFilter	([My Position Id] = PositionId ()) PopupSearch([Dock Type] = "Y")
Siebel Mobile application for Siebel Pharma	Contact	ContactFilter	PopupSearch([Dock Type] = "Y")