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:

• Displaying Recently Accessed Records
• Context-Sensitive Search for Custom Objects 1-3
• Search Wildcards and Case-Insensitivity
• Finding Records Using Managed Lists
• Finding Records Using a Multiple Field Search
• Finding Records Using Look Up

Displaying Recently Accessed Records

You can display the five most recently accessed records by opening the menu and scrolling to the Recently Viewed section. The most recently accessed record is at the top of the list.

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

1. Display any list of records.
2. Tap the ellipsis icon at the top of the list.
3. Tap Select List.

   The device displays a list of managed lists.

4. Select a managed list and tap Save.

   The device displays the records in the managed list.

5. Tap the Magnifying Glass icon (Android) or drag down on the list (iOS).
6. 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.

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

1. While displaying a list, tap the Magnifying Glass icon (Android) or drag down on the list (iOS).

   The multiple field Search page appears.

2. 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.

3. 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.

4. 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.