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入门 > 使用记录 > 查找记录 > 使用高级搜索 > About Advanced Search of a Single Record Type

About Advanced Search of a Single Record Type

您可以从以下位置的“高级”链接执行单一记录类型的高级搜索：

• 操作栏。
• 父记录上的相关记录列表，如果记录的“详细信息”页面上的相关信息部分显示为选项卡，且已选中公司概要上的“启用选项卡的增强型视图”复选框。
• “查找”窗口，如果已为您的公司启用目标搜索。

An advanced search of a single record type is similar to a targeted search in the Search section of the Action bar. You can search using multiple fields on the record type. However, an advanced search also allows you to do the following:

• Specify whether the search is case sensitive or case insensitive.
• Select the fields you want to search. For more information, see the About the Search Fields section of this topic.
• Enter the conditions, filter values, and operators (AND, OR) that define the filter.

  NOTE: In an advanced search of a single record type, you do not use the equal sign (=) to search for an exact match. Instead, you use the Equal to condition or the Equals any condition to search for exact matches.

• Specify which fields to display in the search results. This feature is available only in searches that you perform from the Advanced link in the Action bar.
• Specify the initial sort order for the search results.

About the Search Fields

When you perform an advanced search of a single record type from the Advanced link in the Action bar or the Advanced link in a Lookup window, your user role determines which record types you can search and which fields on each record type you can search, as follows:

• If your company administrator does not make any search fields available in the search layout that is assigned to your user role for a record type, then you cannot specify any search criteria for an advanced search of that record type. Running an advanced search without any search criteria returns all of the records of that record type that your user role and access settings allow you to see.
• 如果您的用户角色启用了“搜索和列表中的所有字段”权限，则可以搜索公司管理员在分配给您的记录类型用户角色的搜索布局上提供的所有搜索字段。

  注意：建议公司管理员不要为大多数用户角色启用“搜索和列表中的所有字段”权限。当不启用该权限时，贵公司不使用的字段在搜索和列表页中不可见。这可以减少混乱并让用户更容易查看最感兴趣的字段。

• 如果您的用户角色未启用“搜索和列表中的所有字段”权限，则只能搜索同时符合以下两个标准的字段：
  • 该字段是分配给您的记录类型用户角色的搜索布局中的可用搜索字段。
  • 该字段可用于分配给您的记录类型用户角色的“详细信息”页面布局。如果您的角色定义了动态页面布局，则至少其中一个动态页面布局必须显示该字段。

    注意：动态布局是根据记录字段中所选的选择列表值，为不同的同类型记录显示不同字段集的页面布局。

For information about how Oracle CRM On Demand determines which fields you can search when you perform an advanced search from the Advanced link in a list of related records, see About Advanced Search of Related Records.

About the Search Results

The fields that are displayed in the records that are returned by an advanced search of a single record type are determined by the location from which you start the search, and on your user role, as follows:

• Searches from the Advanced link in the Action bar. You can select the fields that you want to display as columns in the list of records that is returned by the search. Your user role determines which fields you can select to display, as follows:
  • 如果您的用户角色启用了“搜索和列表中的所有字段”权限，则可以选择任何字段来显示为搜索返回的记录列表中的列。
  • 如果您的用户角色未启用“搜索和列表中的所有字段”权限，则仅当字段显示在针对记录类型分配给您的用户角色的“详细信息”页面布局时，您才能选择字段以显示为搜索返回的记录列表中的列。如果您的角色定义了动态页面布局，则该记录类型的至少其中一个动态页面布局必须显示该字段。

    The search results appear in a List page. If there are too many records in the list, then you can filter or refine the list in the List page. For information about filtering and refining lists in List pages, see the following topics:

  • Filtering Lists
  • Refining Lists Within List Pages

    For more information about managing lists of records, see Working with Lists.

• Searches from the Advanced link in a list of related records. The search results appear in the page where you clicked the Advanced link. The layout of the related information section on the parent record Detail page determines which fields are displayed as columns in the list of records that is returned.
• Searches from the Advanced link in a Lookup window. The search results appear in the Lookup window, and the layout of the Lookup window determines which fields are displayed as columns in the list of records. In most cases, the search layout that is assigned to your user role for the record type determines the layout of the Lookup window. However, there are some preconfigured Lookup windows that are not affected by the search layouts for user roles.

About the Sort Order for Search Results

Lists with no specified sort field are automatically sorted on the displayed column that provides the most efficient performance. Therefore, it is recommended that you do not specify a sort field for searches. In the standard application, a sort field is automatically selected in the Advanced Search page for a single record type, but you can clear the sort field. Your administrator can set up the search layout for a record type for your user role so that a sort field is not automatically selected. For information about setting up search layouts, see Managing Search Layouts.

You can optionally specify the initial sort order for the list of records that is returned by an advanced search of a single record type. 您最多可以选择三个排序字段。例如，对于联系人列表，您可以选择先按姓氏，接着按名字，然后按部门对列表进行排序。对于三个排序字段中的每一个，您都可以指定是按升序还是按降序对记录进行排序。

If you specify the sort order, then as a best practice use the most restrictive available field as the first sort field, particularly if the search is for a record type that has a large number of records. For example, a search on the Email field for the Contact record type is more efficient if the results are also sorted on the Email field rather than another field such as the Contact Last Name field. If you start an advanced search from the Action bar, then you can add fields to the search results and use those fields as sort fields.

选择第一个排序字段后，只有直接存储在与第一个排序字段相同的记录上的排序字段才可供您选择作为第二个和第三个排序字段。例如，搜索联系人时，您可以选择联系人的“名字”字段作为第一个排序字段。在这种情况下，只有直接存储在联系人记录上的其余排序字段才可供您选择作为第二个和第三个排序字段。存储在其他记录上的字段（如存储在客户记录上的“客户”字段）不可用。

NOTE: For searches from the Advanced link in Lookup windows, only the fields that are displayed in the Lookup window are available for you to select as the sort fields in the advanced search.

What Happens If a Search from the Action Bar Returns Only One Record?

You can specify how a record is displayed if it is the only record returned by a search. The record can be opened directly in a record Detail page, or it can be shown in a list page. This behavior is controlled by the Navigate Directly to Detail Page If Only One Record Is Returned setting, which can be specified in your user profile and at company level. This setting applies to advanced searches of single record types that you perform from the Advanced link in the Action bar only, as well as to searches that you perform directly in the Action bar. It does not apply to searches that you perform from the Advanced link in a list of related records, or to searches that you perform from the Advanced link in Lookup windows, or to searches of multiple record types. For information about changing the Navigate Directly to Detail Page If Only One Record Is Returned setting, see Updating Your Personal Details.

For step-by-step instructions for performing advanced search of a single record type, see Performing Advanced Search of a Single Record Type.