04ESS_Working with Data in the User Interface.ppt

7/29/2019 04ESS_Working with Data in the User Interface.ppt

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Module 4: Working with Datain the User Interface

Essentials (Siebel 7.7)


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Module 4: Working with Data in the User Interface 2 of 24

Module Objectives

After completing this module you will be able to:

Describe how data is organized behind the Siebel user

interface (UI)

Create, modify, delete, and query for data in the UI

Why you need to know: Knowing these fundamental concepts and skills is

important for understanding and configuring Siebel

applications


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Business Data Stored in Database

Each business data item is stored in a specific database table

and column List and form applet data come from many tables and columns

Database

Table and columns

Business data item

Record


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Are a collection of data in the database reorganized to reflect

the users business Organize data from the users business perspective for

presentation in the UI

Business Components

Multiple records

displayed in a list

Single record

displayed in a form

Database

Table and columns

Business

components

work here


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Lists and Forms Reference Business Components

Each list applet or form applet references one and onlyone

business component

List references

one business

component

Form references

one businesscomponent


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Organizes business components (BC) in relationship to each

other so related data can be displayed in a view

Business Object

Business

object is a

collection of

business

components

List applets reference one

business component

Form applets reference

one business component


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Common Business Components

Business components representing common Siebel business

entities include:

Account

Opportunity

Service Request

Contact

Activity

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Working with Data in the Siebel UI

Modifying and Saving Data

Using Picklists and Multi-Value Groups

Sorting Data

Creating Data

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Creating Data

Click the Menu button or New to create a new record

Click the Menu

button, then

select NewRecord

Click New to createnew record

Red asterisk

signifies required field

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Modifying and Saving Data

Modify data

Select record field in the list or form, and change it

Save data implicitly

Step off the record in a list or a form to commit it to the database

Available in High Interactivity interface

Save data explicitly

Click Menu and select Save Record

Keyboard: Ctrl+S

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Explicit save

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Using Picklists and Multi-Value Groups

Picklist

Select a singlevalue for a fieldin a record

Multi-value group (MVG)

Associate one or morevaluesto a field in a record

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Select an Account

Type for the account

Drop-down arrow

Select button

Associate members

to the account team

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Sorting Data

Click the column headers to sort data in ascending or

descending order

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Click the column header for ascending

(A Z) or descending (Z A) order

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Querying for Data in the Siebel UI

Query Operators

Refine Queries

Save Queries

Inline Querying

Query Assistant

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Predefined and Saved Queries

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Inline Querying

Create and execute queries from within dialog boxes

Users no longer need to navigate to a separate dialog box to enterquery criteria

Helps users quickly find the data they want within dialog boxes

Perform queries directly

in dialog boxes

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Query Operators

Wildcards can be used to search for multiple characters

* (asterisk)returns records containing the string or containing thestring plus any additional characters

For example by typing Ma will find Madrid, but not San Mateo, but bytyping *Ma* will find Madrid and San Mateo

* cannot be used in date or numeric fields

? (question mark)returns records containing the charactersspecified in the string such that any single character may appear at

the location of the ?

For example by typing t?pe will find type, tape, but not tripe



Use Refine Query to modify an existing query

Refine Queries

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2. Enter additional

or modified criteria

Original query criteria

1. Select Refine Query

3. Select Run Query

or click the Go button

4. Query returns all records matching both

the original and the additional criteria

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Save Queries

Use the application-level Query menu to save a query

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1. Select Query > Save

Query As

2. Name the query and click OK

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Query Assistant

Provides a simplified way for users to execute queries from

anywhere in a Siebel application

Guides users through creating a query

Users do not have to be familiar with query syntax or operators

Is launched by clicking the Query Assistant button after clicking

Query in a form or list

Select any field

from the current

the screenQueries can

be saved

Select from lists

to build a query

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Predefined and Saved Queries

Predefined queries are provided by your administrator

Saved queries are created and saved by the user

Created and saved by user

Predefined queries

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Record Count

Provides the total number of matching records in the query

Select Record Count for

count of records incurrent query


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Text Editor

Is an editable text area used to create, edit, or view large

amounts of text

Is accessed by clicking the text editor button in the top right

corner of a text field

Launches the text

editor for text fields


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Attachments

Are files created in other applications that can be associated to

records in Siebel applications

Can be added to records wherever the Attachments view is

available within a screen

Drag and drop a file into the Attachments list view, or

Use the New File or New URL button

Use New File or New

URL to create an

attachment

Drag and drop file to

create an attachment


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Summary

This module showed you how to:

Describe how data is organized behind the Siebel user

interface (UI)

Create, modify, delete, and query for data in the UI


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M d l 4 W ki ith D t i th U I t f

Lab

In the lab you will:

To basic querying skills

Date post:	04-Apr-2018
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04ESS_Working with Data in the User Interface.ppt

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