Using the Query Assistant

After clicking the Magnifying Glass icon in a form or list, you can click the portrait icon to launch the Query Assistant dialog box to create a query. The portrait icon appears to the right of the X-in-a-circle icon after you click the Magnifying Glass icon. You can use the Query Assistant dialog box if you are not familiar with query operators. When you use the Query Assistant, you can select operators, instead of entering them, to find the information you are looking for. You can also save your query before you execute it by clicking Save Query.

Figure 7-1 shows an example of the Query Assistant dialog box. This Query Assistant queries for all accounts for which the value in the Site field is San Francisco and the value in the Name field starts with Abbot. Querying in the Query Assistant is case-insensitive.

Figure 7-1 Example of the Query Assistant Dialog Box

To perform a query using the Query Assistant  

1. Navigate to the screen.

2. In the list or form, click the Magnifying Glass icon.

   When you invoke the new query command, a blank form or a blank row in a list appears.

3. Click the portrait icon.

   The Query Assistant dialog box appears.

   
   

   Note: If no values appear in the drop-down lists in this dialog box, then contact your Siebel administrator.

   
   

4. In the Query Assistant dialog box, do the following:

   1. From the field drop-down list in the first row of fields, select a field to query.

   2. From the drop-down list to the right of the field you just selected, select an operator for that field.

   3. In the field to the right of the operator you just selected, enter the value applicable to that operator.

   4. Complete other rows as needed.

   5. From the drop-down list for the Perform Query using field, select AND or OR to specify the type of operator you want to use between each row of your criteria.

      AND shows only results that meet all the criteria. OR shows results that meet any of the criteria.

   6. Click Go.

      The query executes, the Query Assistant dialog box closes, and the records that match the criteria appear.