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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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Creating, Executing, and Saving Queries

You can create your own queries and save them in the Queries drop-down list for later use. Queries that you create are called user-defined queries. They allow you to enter your own criteria to locate a specific set of records.

To create, execute, and save a new query

  1. Navigate to the desired screen.

  2. Do one of the following:

    • In the list or form, click Query.

    • In the list or form, click the menu button, and then click New Query.

    • Click the new query button on the toolbar.

    • In a list or form, right-click and choose New Query.

    • From the application-level menu, choose Query, then New Query.

    • Use the appropriate keyboard shortcut.

    Depending on where you are when you invoke the new query command, a blank form or a blank row in a list appears.

  3. Enter the query criteria in the appropriate fields.

  4. Do one of the following:

    • In the list or form, click Go.

    • In the list or form, click the menu button, and then click Run Query.

    • Click the execute query button on the toolbar.

    • In a list or form, right-click and choose Run Query.

    • From the application-level menu, choose Query, then Run Query.

    • Use the appropriate keyboard shortcut.

    The query executes and the matching records appear.

  5. From the application-level menu, choose Query, then Save Query As.

    The Save Query As dialog box appears.

  6. In the Query Name field, enter a name for the query and click OK.

    The saved query now appears in the Queries drop-down list.