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Limiting Activity Records Displayed

You can limit the activities you see by selecting a filtered list. A list shows a subset of the activities that meet the criteria saved within the list.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Before you begin. When you create a list, you need to enter the fields and values for the criteria you set up. You might want to go to the Task Edit or Appointment Edit page and write down the exact field names and values as they are used in your application. Otherwise, your filtered list might not pick up the correct records. Alternatively, you can print the record Detail page to capture the exact field names; however, the printout does not capture all of the available field values for drop-down lists.

To open a filtered list for activities

  1. Click the Calendar tab.
  2. On the Calendar Page, in the Open Tasks section, click Show Full List.
  3. On the Activities List page, change the selection in the drop-down list.

To create a filtered list for activities

  1. Click the Calendar tab.
  2. On the Calendar Page, in the Open Tasks section, click Show Full List.
  3. On the Activity Lists page, click Menu and select Manage Lists.
  4. On the Manage Lists page, click the New List button.
  5. Complete the steps described in Creating and Refining Lists.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.