Oracle CRM On Demand Connected Mobile Sales Administration Guide > Using Oracle CRM On Demand Connected Mobile Sales > Using List-Detail Record Types >
Searching Lists for Records
You can search lists to find specific records. You use the following methods to find records:
Context-Sensitive Search for Custom Objects 1-3
If you create a new record for a Custom Object 01, Custom Object 02, or Custom Object 03, and select an account, then the opportunities list displays only the opportunities associated with the selected account. Search Wildcards and Case-Insensitivity
The search function is case insensitive and automatically adds a wildcard at the end. For example, if the name of an account is Action Rentals, you can find it using any of the following search terms:
- Action
- action
- Action Ren
- action rent
You can also add an asterisk (*) as a wildcard at the start of the search term as follows:
- * Rentals
- * Rental
- *rental
- *rent
Finding Records Using Managed Lists
You can search to find records within a managed list. Use the following procedure to search a managed list. To find a record in a managed list
- Display any list of records.
- Tap the ellipsis icon at the top of the list.
- Tap Select List.
The device displays a list of managed lists.
- Select a managed list and tap Save.
The device displays the records in the managed list.
- Tap the Magnifying Glass icon (Android) or drag down on the list (iOS).
- Search for the records using the standard search techniques.
Finding Records Using a Multiple Field Search
You can find records of top-level objects and child objects using multiple search fields. For each record type, you can search using a different set of fields. If you specify values for multiple search fields within a record type, Oracle CRM On Demand Connected Mobile Sales conducts an AND search. For example, if the record type is Contact, and you specify a First name and Last Name, then Oracle CRM On Demand Connected Mobile Sales returns only records that match both the First Name AND Last Name. Table 5 shows the search fields available for each record type.
Table 5. Available Search Fields by Record Type
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Account |
Account Name, Billing: Address 1, Billing: City, Billing: State/Province, Location, Primary Contact, Shipping: Address 1, Shipping: City, Shipping: State/Province |
Account Name |
Ascending |
Appointment (as a related item) |
Location, Subject |
Start Time |
Ascending |
Contact |
Last Name, First Name, Email |
Last Name |
Ascending |
Custom Object 1-15 |
Name, Quick Search 1, Quick Search 2 (see note below) |
Name |
Ascending |
Lead |
Last Name, First Name, Company |
Last Name |
Ascending |
Note |
Subject |
Modified Date |
Descending |
Opportunity |
Opportunity Name |
Opportunity Name |
Ascending |
Product |
Product Name, Product Category, Part Number, Status |
Product Name |
Ascending |
Product Category |
Category Name |
Category Name |
Ascending |
Service Request |
Service Number, Subject, First Name, Last Name |
Opened Time |
Descending |
Task |
Subject, Location |
Due Date |
Ascending |
User |
Last Name, First Name, Email |
Last Name |
Ascending |
NOTE: Quick Search 1 and Quick Search 2 are not available for search for Custom Objects 1-3 when they are related to Account, Appointment, Contact, Lead, Opportunity, or Task.
If the Account object is a child of the Contact object, then the search fields are Account Name, Location, and Primary Contact. If the Account object is a child object of Custom Object 1, Custom Object 2, or Custom Object 3, then the search fields are Account Name and Location only. The search fields for the Account object and Custom Objects 04-15 are the same as the top-level Account object. To use a multiple field search
- While displaying a list, tap the Magnifying Glass icon (Android) or drag down on the list (iOS).
The multiple field Search page appears.
- For each of the search fields displayed, you can tap the Search Operator (on the left side) and choose an operator for the search, such as Equals, Contains, or Starts With.
The list of search operators depends on the field's data type. For example, a date field can use a Between operator so you can specify a date range to search within. A numeric field has equals, greater than, and less than operators.
- For each of the search fields displayed, you can enter a value to search on.
If you leave a search field blank, then that field is not used when searching. For text fields, the same wildcard and case rules apply as described in Search Wildcards and Case-Insensitivity.
- To start the search, tap Search at the top right of the page.
Finding Records Using Look Up
When you use Look Up, Oracle CRM On Demand Connected Mobile Sales looks at specific fields within each record. The fields and specifications depend on the record type. Some look ups are sorted if there are multiple records that meet the search criteria. Table 6 show the look up specifications for each record type.
Table 6. Look Up Specifications by Record Type
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Account |
Account Name STARTSWITH criteria |
Account Name |
Ascending |
Campaign |
Campaign Name STARTSWITH criteria OR Source Code STARTSWITH criteria |
Campaign Name |
Ascending |
Contact |
First Name STARTSWITH criteria OR Last Name STARTSWITH criteria |
Last Name |
Ascending |
Custom Object 1-15 |
Name STARTSWITH criteria OR Quick Search 1 STARTSWITH criteria OR Quick Search 2 STARTSWITH criteria |
Name |
Ascending |
Lead |
First Name STARTSWITH criteria OR Last Name STARTSWITH criteria |
Last Name |
Ascending |
Note |
Subject STARTSWITH criteria |
Modified Date |
Descending |
Opportunity |
Opportunity Name STARTSWITH criteria |
Opportunity Name |
Ascending |
Product |
Product Name STARTSWITH criteria OR Product Category STARTSWITH criteria |
Product Name |
Ascending |
Service Request |
Service Number STARTSWITH criteria OR Subject STARTSWITH criteria OR Account Name STARTSWITH criteria OR Contact First Name STARTSWITH criteria OR Contact Last Name STARTSWITH criteria |
Opened Time |
Descending |
Task |
Activity SR Id EQUALS Task AND Subject STARTSWITH criteria OR Location STARTSWITH criteria |
Due Date |
Ascending |
User/Owner |
First Name STARTSWITH criteria OR Last Name STARTSWITH criteria |
Last Name |
Ascending |
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