Guidelines for Modifying a Predefined Query

If you modify a predefined query, then use the following guidelines:

Note: Predefined Queries can be Workspace enabled in your development environment. If they have been Workspace enabled in your development environment and you are working in that environment, then you can only modify them in an editable Workspace. You do not need an editable Workspace to create and edit Predefined Queries in your Production environment.

• The <div od-type="pdqbar"> tag defines the predefined query bar. It includes no parameters and can be located anywhere in Siebel CRM. The user chooses the query that Siebel CRM runs. You must explicitly define the following:

  • The <div od-type="pdqbar"> tag

  • The Favorites label that Siebel CRM displays before the <div od-type="pdqbar"> tag.

• To allow translation in a localized or multilingual deployment, it is recommend that you define the favorites label as a control and not as HTML text.

• If Siebel CRM does not use HTML frames, then it is not necessary to place the <div od-type="pdqbar"> tag in the view frame.

• If Siebel CRM uses HTML frames, then you must place the <div od-type="pdqbar"> tag in the view frame or the view bar frame.

Consider the following requirements:

• You cannot place the predefined query bar in the view frame.

• You can align the predefined query bar.

Query Management Commands

A user can add a named query in the combo box. Siebel CRM does this through the query management commands that are available as invoke method calls through the class of the base applet. Siebel CRM makes these queries available to the user as menu items or toolbar buttons.

The following table describes the query management commands that you can use.

Command	Method	Description
New	SWEMthdNewQueryE	Places the applet in new query mode.
Refine	SWEMthdRefineQueryE	Places the applet in query refinement mode.
Save	SWEMthdSaveQueryE	Uses the current name of the query to save the current query.
Save As	SWEMthdSaveQueryAsE	Displays a dialog box that allows the user to save the current query that uses a name that the user defines.
Delete	SWEMthdDeleteQueryE	Displays a dialog box that allows the user to delete one of the queries.

It is strongly recommended that you do not define an Edit button for the predefined query feature. The Edit button must call the Refine method. A problem might occur if an Edit button exists in a multiview environment and Siebel CRM cannot determine the active view.