Using the Search Center

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Siebel Search is a powerful text retrieval tool that lets you search for information in your application. You can perform a search from anywhere within your Siebel application using one simple user interface.

Tasks

Opening and Closing the Search Center

Performing a Search

Working with Result Records

Saving Your Search Criteria

Viewing Your Recent Saved Searches

See Also

Search Operators and Examples

Setting Search Preferences

Using Queries

Opening and Closing the Search Center

You can open the Search Center from anywhere in your Siebel application.

To open the Search Center

• On the Siebel application toolbar, click the Search button.
  – or –
  From the application-level menu, choose View > Action Pane > Search.
  – or –
  Press CTRL + SHIFT + F.

  The Search Center appears in a frame to the left of the application window.

To close the Search Center

• In the Search Center, click   .
  – or –
  Press CTRL + G.

Performing a Search

You can perform a search from anywhere in your Siebel application.

To perform a search

1. On the Siebel application toolbar, click the Search button.
   The Search Center appears in a frame in the left part of the application window.
2. Enter your search criteria in the Search for field.
3. From the Look In drop-down list, select the type of information that you want to find.
   Different fields appear depending on the selection you make in the Look In drop-down list.
   Note: If Search is invoked from the context of a particular screen, for example, Service Request, the Look In field automatically returns to that screen by default.
4. Complete the fields to define your search criteria.
   By default, if you define search criteria for more than one field, all the criteria must match a matching record to appear in the Results list.
5. Click Go.
   The records that match your search criteria appear in the Results list.

Working with Result Records

From the Search Results view, you can display a result record in the application window.

To display a result record in the application window

1. On the Siebel application toolbar, click the Search button and perform a search.
   The records that match your search criteria appear in the Search Results view.
2. In the Search Results list, click the record’s hyperlink.
   The record appears in the application window.

The Associate feature enables you to associate the results of the search with the Siebel object. For example, select a result Account 123, and click Associate. You can then associate Account 123 with Contact ABC, where Contact ABC is displayed on the dashboard.
You can select only one result row at a time.

Saving Your Search Criteria

After a search result has been found, you can further refine your search by selecting new categories, modifying the query term, modifying the operators, or changing filter field values.

To save your search criteria

1. Click the Save Search button to open the Save Search view.
2. Save the search using a unique name. You can also add a note to the search name.
   After you commit the record, the Search is stored in the Saved Searches view.

Viewing Your Recent Saved Searches

You can view your recent saved searches by clicking the Recent Saved Searches link at the bottom of the Search pane. Previously saved searches based on the current screen in the application are displayed. You can execute the saved search by drilling down on the record. The results are displayed in the Search results view if the result contains more than one record.

Search Operators and Examples

You can use the asterisk (*) wildcard operator to refine a search.

Placed directly after a numeral or directly after the second letter in a string, returns records containing the string or containing the string plus any additional characters starting at the position at which the asterisk appears, including a space. Note that you cannot use * to find dates.

To find a string which contains an asterisk as a character, precede the asterisk with a back slash like so \*. 

Examples
Ar* finds Arrange, Arranged, Arrive, Arrived, and so on.

3* finds all numerals beginning with the number 3.

Note: The result of a search may be affected by your application preferences. See Setting Search Preferences for more information.

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