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Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > Considerations When Creating Product Search Layouts

Considerations When Creating Product Search Layouts

In Oracle CRM On Demand when you create a search layout for the Product record type in the Search Layout wizard, you can configure the product search layout to list products by divisions by selecting the Configure Lookup Window with Division as the Default Search Field check box. By displaying products by division in the Product Lookup window, this allows users to perform a search within a set of relevant products, and it reduces user error when searching and selecting from a list of products.

When you choose to display products by divisions in your product search layout:

• The Product Lookup window uses the Division field as the default search field and is prepopulated with the user's primary division, if the user has one.
• If the Show Search Results when Lookup Window Opens check box is selected, the list of products is displayed and is automatically filtered by the user's primary division. If the user has no primary division, then all products are displayed, but are not filtered.
• If the Show Search Results when Lookup Window Opens check box is not selected, no products are displayed in the Product Lookup window.

When you choose not to display products by divisions in your product search layout:

• The Product Lookup window uses the Product Name field as the default search field.
• If the Show Search Results when Lookup Window Opens check box is selected, the Product Lookup window uses the Product Name field as the default search field and all products are listed.
• If the Show Search Results when Lookup Window Opens check box is not selected, the Product Lookup window uses the Product Name field as the default search field and no products are listed.

The Division field is not automatically added to the Targeted Search applet, however you can add it to targeted search so that it is displayed in the Targeted Search applet in the Action bar.

The user cannot search for Division if it is listed in the Not Available Search Fields list. However, by selecting the Configure Lookup Window with Division as the Default Search Field check box, the user can search for it using a Lookup window only.

NOTE: When you select the Configure Lookup Window with Division as the Default Search Field check box, this setting takes precedence over the First Targeted Search Field as Default Search in Lookups check box. For more information on specifying the default search field in a Lookup window, see Managing Search Layouts.

Related Topics

See the following topics for related information:

• Managing Search Layouts
• Division Setup