🔍 Lab 1: Navigation and Query Basics
Estimated time: 10–15 minutes
Goal
Learn how to navigate Siebel, search for records using queries, and save frequently used queries for future use.
Prerequisites
- Login: TRAINEE01–10 / Welcome123
- Siebel eCommunications application URL available
- Sample Service Requests already exist in the system
Exercise 1: Navigate to Service Requests
Step-by-Step
- After logging in, locate Site Map button (top-left or hamburger menu)
- Click Site Map → Expand Service section
- Click Service Requests → Opens list view with all SRs
- Observe columns: SR #, Status, Type, Category, Summary, Owner, Created date
✅ Success Check: You should see a list of Service Requests in the main panel.
Exercise 2: Query Records with Single Field
Find All Open Service Requests
- In the Service Requests list view, locate the Query button (magnifying glass icon) or press F9
- This toggles query mode ON (you'll see query entry row appear at top of list)
- In the Status column field, type:
Open - Press Enter or click Go button
- List refreshes showing only SRs with Status = "Open"
- Count the results displayed
✅ Success Check: All displayed SRs should have Status = "Open". Note the record count.
Exercise 3: Query with Operators
Using Search Operators
Siebel supports multiple query operators to refine searches:
Operator 1: CONTAINS (~)
- Clear previous query: Press F9 twice (toggle OFF then ON)
- In Summary field, type:
~coverage - Press Enter → Shows all SRs with "coverage" anywhere in Summary
Operator 2: EQUALS (exact match, no operator needed)
- Clear query (F9 twice)
- In Type field, type:
Complaint - Press Enter → Shows only SRs where Type exactly equals "Complaint"
Operator 3: GREATER THAN (>)
- Clear query (F9 twice)
- In Created date field, type:
>1/1/2024 - Press Enter → Shows SRs created after January 1, 2024
Other Operators to Try:
<= Less than (e.g.,<12/31/2023)>== Greater than or equal*= Wildcard (e.g.,Net*finds "Network", "NetOps")
Exercise 4: Save a Pre-Defined Query
Create "My Open SRs" Query
- Enter query mode (F9)
- In Status field:
Open - In Owner field: Type your login name (e.g.,
TRAINEE01) - Before pressing Enter, click Query → Save Query As... (from menu bar)
- Enter Query Name:
My Open SRs - Click OK → Query is saved
- Now press Enter to execute the query
✅ Success Check: You should see only Open SRs assigned to you. The query is now saved for reuse.
Exercise 5: Use Pre-Defined Queries
Run Saved Query
- Clear any active query (F9 twice to toggle off)
- Click Query → Run Saved Query (or use dropdown in query toolbar)
- From the list, select:
My Open SRs - Click OK → Query executes automatically with saved criteria
- Results appear instantly without re-typing search fields
💡 Tip: Pre-defined queries save time for frequently used searches. Common examples:
- "High Priority SRs"
- "Overdue Tasks"
- "This Week's Opportunities"
Lab Summary
What You Learned
- ✅ Navigate to Service Requests view using Site Map
- ✅ Query records by filling a single field (Status = "Open")
- ✅ Use query operators: contains (~), equals, greater than (>)
- ✅ Save frequently used queries as pre-defined queries
- ✅ Execute saved queries from the Query menu