Using Expression Builder
In Siebel CRM On Demand, you can create a Siebel Query Language expression wherever you see the fx icon beside a text box. Clicking the icon opens the Expression Builder window.
To build an expression
- Click the fx icon
to open the Expression Builder window. - Select the fields and functions from the drop-down lists, or type in the Expression box.
When you select a field from the list, the field is pasted into the Expression box. For example, when you select CloseDate from the list of Opportunity fields, [<CloseDate>] is pasted into the Expression box.
NOTE: If your company administrator has renamed a field, the Fields picklist shows the new field name. However, the original field name (that is, the corresponding XML name) is pasted into the Expression box.
The brackets around the field name indicate that the value of the particular field will be evaluated and returned in its specific data type. See the following table for more information about selecting fields and field values.
- Edit the expression by adding operators and literals as needed.
NOTE: If you want your expression to determine whether a picklist field has a certain value, do not type the value in the expression. For example, do not type [<AccountType>] = "Customer". Instead, select the picklist field from the drop-down list, and click the Show Acceptable Values link in the Expression Builder window. Select the value that you want to use in the expression from the values shown. The expression looks something like the following:
[<AccountType>]=LookupValue("ACCOUNT_TYPE", "Customer")
- (Optional) Click Check Syntax, and then make any corrections.
- Save your expression.
The following table describes the Expression Builder window.
Interface Element
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Description
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record type Fields
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Provides a context-specific picklist of the fields (from the context record type) that are allowed in an expression. If your company administrator has renamed some fields, the Fields picklist shows the new field names.
Note the following points:
- If you are creating a workflow rule, or actions related to a workflow rule, the context record type is the record type specified in the definition of the workflow rule. For example, if you are creating the body of an email that is to be sent as an action on a workflow rule for a service request record, the context record type for Expression Builder is Service Request.
- In advanced field management, the context record type is the record type that is the parent of the field where the expression is being created. For example, when defining field validation on an opportunity field, the context record type for Expression Builder is Opportunity.
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Show Acceptable Values
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When you have selected a field from the Fields picklist, click Show Acceptable Values to display the acceptable values for that field.
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Functions
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Provides a drop-down list of the special functions that are available to modify, extract, or process data within an expression. For a list of the available functions, see Expression Builder Functions.
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Expression
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A multiline editable text box that displays the expression.
The text box is limited to 256 characters. Fields and functions that you select from the picklists appear in the expression box. You can also type expressions directly in the expression box.
If your company administrator has renamed fields, the expression syntax shows the original field names. For custom fields, field names appear in the expression with integration tags affixed to the field names.
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Syntax Guide
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Displays the Creating Expressions with Expression Builder topic in Siebel CRM On Demand Online Help.
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Sample Expressions
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Displays the Expression Builder Examples topic in Siebel CRM On Demand Online Help.
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Check Syntax
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Validates the syntax of the expression that you created.
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Save
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Saves the expression.
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Cancel
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Closes the Expression Builder window without saving any changes.
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Related Information
See the following topics for related Expression Builder information:
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