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Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > Using Indexed Custom Fields

Using Indexed Custom Fields

To optimize the performance of Oracle CRM On Demand, you can use custom fields that have been optimized for specific record types. These optimized fields, which are called indexed custom fields, are special fields that improve the response time during a search or when sorting a particular list. Indexed custom fields are preconfigured in the Oracle CRM On Demand database. You can change the labels on the indexed custom fields, but you cannot change the integration tags.

NOTE: You can choose to migrate your data from a custom field to an indexed custom field to increase the performance of lists for users. To migrate the existing data to the available record types, use the export and import functionality of Oracle CRM On Demand or Web services. For more information about exporting and importing data, see Import and Export Tools. For more information about Web services, see Web Services Integration.

Indexed custom fields are prefixed with the word, Indexed, by default. The following record types do not support indexed custom fields:

• Assessment
• Book
• User

The following table lists the record types that support indexed custom fields:

• Account
• Account Team
• Activity
• Address (for account, contact, dealer and partners).

  NOTE: There are restrictions to picklist customization for address records. See About Picklist Customization in Address Records.

• Appointment Contact
• Appointment, Task, and Call
• Appointment User
• Asset

  NOTE: The Portfolio and Asset record types share the same IndexPicklist fields. When you add, edit, or delete any value in one record type, the same action occurs in the other record type.

• Campaign
• Campaign Recipient
• Call Product Detail
• Call Promotional Items Dropped
• Contact
• Contact Best Times
• Contact Team
• Custom Objects 1-3
• Dealer
• Event
• Fund
• Fund Request
• Household
• Lead
• Note
• Opportunity
• Opportunity Contact Role
• Opportunity Product Revenue
• Partner Program
• Portfolio

  NOTE: The Portfolio and Asset record types share the same IndexPicklist fields. When you add, edit, or delete any value in one record type, the same action occurs in the other record type.

• Product Category
• Service Request
• Solution
• Task Contact
• Task User
• User
• Vehicle
• Vehicle Contact
• Vehicle Sales History
• Vehicle Service History

Each record type in the table has the following indexed custom fields:

• Indexed Checkbox
• Indexed Currency
• Indexed Date
• Indexed Number
• Indexed Picklist 1
• Indexed Picklist 2
• Indexed Picklist 3
• Indexed Picklist 4
• Indexed Picklist 5
• Indexed Picklist 6
• Indexed Long Text
• Indexed Short Text 1
• Indexed Short Text 2

All other record types in Oracle CRM On Demand have the following indexed custom fields:

• Indexed Number
• Indexed Date
• Indexed Checkbox
• Indexed Currency
• Indexed Picklist 1
• Indexed Picklist 2
• Indexed Picklist 3
• Indexed Picklist 4
• Indexed Picklist 5

Exceptions: For all Custom Objects, some fields use different naming conventions to those listed in the previous tables:

• Index Picklist 6 = Type
• Index Short Text 1 = Quick Search 1
• Index Short Text 2 = Quick Search 2
• Index Long Text = Name

About Picklist Customization in Address Records

All picklist customizations for addresses shared between accounts, contacts, dealers, and partners are also shared (for example, indexed picklists, custom picklist 1, custom picklist 2, and so on). However, it is possible to use a customized label for the picklist. For example, even though the picklist definition for Indexed Picklist 1 is the same for Account Address and Contact Address, the field can be renamed My Picklist A in one record, while the field can be renamed My Picklist 1 in the other record. For indexed picklists, company administrators can choose which picklist to customize and use, however, the company administrators have no such control for custom picklists.

To use indexed custom fields

1. In the upper-right corner of any page, click the Admin global link.
2. In the Application Customization section, click the Application Customization link.
3. In the Record Types Setup section, click the link for the required record type.
4. In the Field Management section, click record type Field Setup.
5. In the record type Field page, click Manage Field Labels and rename the indexed custom fields as appropriate for your company, see Managing Field Labels.