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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
E52425-01
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Finding Records in a Selection Dialog Box

A selection dialog box can contain many records. You might find it necessary to search for the records you want to see in the list. You can perform full- or partial-text searches on one field.

Finding records is similar to querying for records, but you do not save search results when you find records.


Note:

Unlike performing a query, any spaces you enter in the search field when finding records are included in the search. For example, if you are looking for a contact with the last name Smith, and enter Smith followed by a space in the search field, then any contacts with the last name Smith are not found because the Siebel application looks for each character (all the letters in Smith and a space).

To find records in a selection dialog box  

  1. In the selection dialog box, select the field you want to search from the drop-down list for record fields.

    In a multiple selection dialog box, the drop-down list for record fields appears above the list of available records, and not above the list of selected records.


    Note:

    In the selection dialog box, you cannot select a date field.

  2. Type the text you want to search for in the field for a search value.

    The field for a search value appears to the right of the drop-down list for record fields. A wildcard is automatically assumed at the end of text you enter in the field for a search value. If you search for Siebe, then all words beginning with the letters Siebe are found.

    Search queries in pick lists are not case sensitive.

  3. Click the right-arrow-in-a-circle icon.

    The records matching your criteria appear.