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Getting Started > Working with Records > Finding Records > Using Advanced Search > About Advanced Search of Related Records

About Advanced Search of Related Records

If the related information sections on your record Detail pages appear as tabs, and if the Enable Enhanced View for Tabs check box is selected on the company profile, then you can perform advanced searches to refine lists of related records. As an example, you can perform an advanced search of the contact records that are linked to a parent account record. You can start the search from the Advanced link in the list, either directly in the related information section on the parent record Detail page, or in the List page that opens when you click the Show Full List link in the related information section.

An advanced search of related records is similar to an advanced search of a single record type that you perform by clicking the Advanced link in the Action bar, as described in Performing Advanced Search of a Single Record Type. However, depending on how your administrator sets up your user role and search layouts, some of the search fields that are available in an advanced search of a record type from the Action bar might not be available in an advanced search of related records of the same record type. In addition, you cannot choose the fields to display as columns in the results of a search for related records. The search results display the same fields that are displayed in the related information section on the parent record Detail page.

Oracle CRM On Demand uses the following features to determine which fields are available for searching in an advanced search of related records of a given record type:

• The setting for the All Fields in Search and Lists privilege in your role.
• The layout of the related information section in the parent record Detail page layout. For example, if you search the contacts that are linked to a parent account record, then the Contacts related information layout that is used in the Account Detail page layout for your role is considered.
• The Detail page layout for the record type for your role. For example, if you search the contacts that are linked to a parent account record, then the Detail page layout for the Contact record type for your role is considered.
• The search layout for the record type for your role. For example, if you search the contacts that are linked to a parent account record, then the search layout for the Contact record type for your role is considered. In the search layout, the following can be considered, depending on the circumstances:
  • The set of available search fields.
  • The following check box: Restrict Search to Fields Selected in Related Information Layout. The setting in this check box is not considered if the field is displayed in the list of related records where you perform the search. However, in certain cases where a field is not displayed in the list of related records, the setting in this check box is considered, to determine if the field is available as a search field for searches of related records even though the field is not displayed in the list of related records.

The following table shows how the privilege and the layouts are used to determine whether a field is available for searching related records. The final column on the right shows the outcome in each circumstance.