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Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > Managing Default Filter Criteria for Related Items

Managing Default Filter Criteria for Related Items

If the Enable Enhanced View for Tabs option is selected on the company profile, then you can specify custom default filters for the related information sections that support the enhanced view. If you define a filter for a related information section, then the filter is applied when a user opens the parent record Detail page, if both of the following are true:

• The user uses the tab format for the related information sections.
• The field that is used for the filter is an available search field in the search layout that is assigned to the user's role for the related record type.

Users can clear the default filter. However, after a user navigates away from the record Detail page and then returns to it, the custom default filter is applied again.

When specifying the criterion for a custom default filter, note the following considerations:

• Only one filter can exist for a related record type for a given parent record type. You cannot specify different filters for the individual layouts for a related record type.
• A filter can affect performance when a user opens the related information tab, and can affect performance when a user opens the record Detail page, if the related information section is the first tab on the Detail page.
• If the field that you select for the filter is not in a layout for the related information section for the record type, then the field is added to the related information section at run time, provided that the filter field is an available search field in the search layout for the related record type in the user's role.
• Certain fields are optimized to improve performance during searches and when sorting lists. These optimized fields are shown in green text in the list of fields that are available for use as the filter field. As a best practice, use one of these fields for the filter.
• If the field that you select for the filter is not a picklist field, then the filter value that you enter is stored in your user language and it is not translated. When a user opens the list of related records, the records are filtered on the value that you entered for the filter, regardless of the language of the user who opens the filtered list. For information about using picklist fields in default filter criteria, see the About Picklist Fields in Default Filter Criteria section of this topic.
• If you use a field whose format is dependent on the locale of the current user for the filter, then the search returns the records that match the filter value, regardless of the format. For example, if you use a date field for the filter, then the search returns the records where the date in the filter field matches the date that you specify, regardless of how that date is formatted for the user who views the list of related records.
• The search for records that meet the filter criterion is case-sensitive.

About Picklist Fields in Default Filter Criteria

If you select a picklist field for the filter, and if the filter condition requires one or more values to be specified, then you can use the lookup icon (magnifying glass) to select the values, or you can enter the values directly.

For the Equal to, Contains all values, Contains none of the values, and Not equal to conditions, the following behavior applies when you specify the filter criterion:

• If you use the lookup icon to select a picklist value, or if you enter a value that matches an existing picklist value in your language exactly, then the language independent code (LIC) of the picklist value is saved for the search. When a user opens the list of related records, Oracle CRM On Demand compares the LIC that was saved with the LICs of the picklist values, and the corresponding picklist value for the LIC in the user's language is used to filter the list of related records.
• If you enter a value that does not match an existing picklist value in your user language exactly, then the value that you enter is saved for the search. The value is saved in your user language. When a user opens the list of related records, Oracle CRM On Demand compares the value that you entered with the LICs of the picklist values. The records are filtered on the value that you entered for the filter, regardless of the language of the user who opens the filtered list.

For the Between, Greater than, and Less than conditions, the value that you enter or select for the filter is saved for the search. The value is saved in your user language. For these conditions, Oracle CRM On Demand compares the value that you enter with the LICs of the picklist values.

For the Contains at least one value condition, the values that you enter or select for the filter are saved for the search. The values are saved in your user language. For this condition, Oracle CRM On Demand compares the value that you enter with the picklist values, and not the LICs of the values. Therefore, using the Contains at least one value condition for a default filter might result in unpredictable behavior for users who have a different user language.

You can find more information about filter criteria and filter values in the following topics:

• About Filter Conditions
• About Filter Values
• About Searching on Multi-Select Picklists

The following procedure describes how to specify the criterion for a custom default filter for a related record type.

Before you begin. To perform this procedure, your role must include the Customize Application privilege.

To specify the criterion for a custom default filter for a related record type

1. In the upper-right corner of any page, click the Admin global link.
2. Click Application Customization.
3. In the Record Type Setup section, click the link for the parent record type.

   For example, if you want to specify a filter for the list of records in a related information section in a Call Detail page, then click Activity.

4. In the Application Customization page for the record type, in the Page Layout Management section, click the Related Information Layout link for the relevant record type.

   For example, if you want to specify a filter for the list of records in the Contacts related information section in the Call Detail page for accounts, then in the Activity Application Customization page, click Account Call Related Information Layout.

5. In the title bar of the Related Information Setup page, click Manage Default Filter Criteria.
6. In the Default Filter Criteria page for the parent record type, do one of the following:
   1. If a filter does not already exist for the related record type, then click New Default Filter Criteria.
   2. If a filter already exists for the related record type, then select an option from the record-level menu for the filter, as follows:
      • If you want to edit the filter, then select Edit.
      • If you want to delete the filter, then select Delete.
7. If you are setting up a filter for the related record type for the first time, then in the Related Record Type field in the Default Filter Criteria Edit page, select the related record type.

   NOTE: When you edit an existing custom default filter for a related record type, you cannot select a different related record type in the Related Record Type field. To create a filter for a different related record type, you must create a new filter.

8. In the Default Filter Criteria section, select the field for the filter, then select the filter condition, and then select or enter the filter value.
9. Save your changes.