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入门 > 使用记录 > 使用列表 > Creating and Refining Lists
Creating and Refining Lists
When you create or refine a list of records, your user role determines which fields you can search and which fields you can display in the list, as follows:
NOTE: Your company administrator can change the sets of fields that are available in the search layouts for your user role at any time. If your company administrator removes a field that was previously available to you for searching, then the next time that you refine a list with a filter that contains that field, you cannot save the list with that field in the filter. If you do not remove the field from the filter, then Oracle CRM On Demand automatically removes the field from the filter before running or saving the list.
You cannot search fields of the Note field type.
Your User Role Determines Which Fields You Can Display in the List of Records
Your user role also determines which fields you can display in the list of records that is returned by the search, 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。
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About the Sort Fields
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 when you create a list. In the standard application, a sort field is automatically selected in the New List page, 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 records that are returned in the list. 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.
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: If your user role has the Manage Private Lists privilege, then you can access and edit other users' private lists. If your user role has the Delete Private Lists privilege as well as the Manage Private Lists privilege, then you can also delete private lists that were created by other users. Typically, the Manage Private Lists and Delete Private Lists privileges are given to administrators only. 有关编辑其他用户的私人列表时适用的注意事项的信息，请参阅关于编辑和删除其他用户创建的私人列表。
You cannot use a field of the Note field type to sort a list of records.
The following procedure describes how to set up a list.
Before you begin. When you create a list, you need to enter the fields and values for the criteria that you set up. You might want to first go to the record Edit page, and write down the exact field names and values as they are used in Oracle CRM On Demand. Otherwise, your filtered list might not pick up the correct records. Alternatively, you can print the record Detail page to capture the exact field names. However, the printout does not capture the field values for drop-down lists.
To set up a list
- Create a new list or navigate to the Refine List page for an existing list.
In the List page for most record types, there is a Menu button that includes the options to create a new list or refine an existing list. For more information about accessing list management options, see Working with Lists.
注意：在大多数记录类型的“列表”页面中，您还可以在不离开“列表”页面的情况下调整列表，并且可以根据需要保存调整的列表。有关在“列表”页面中调整列表的信息，请参阅在“列表”页面中调整列表。
- In the New List page or the Refine List page, in the Search In section, select one of the following options:
- Record Set
- Book
NOTE: The Search In section is not displayed for record types that do not have owners, for example, the Product record type and the User record type. The Book option in the Search In section is available only if the Book feature is enabled for your company.
- If you select the Record Set option, select one of the following from the list in the Record Set field:
- All records I can see. Includes records that you have at least View access to, as defined by your reporting hierarchy, the access level for your role, and the access level for shared records.
- All records I own.
- All records where I am on the team. Includes only records in the filtered list where one of the following applies:
- You own the records.
- The records are shared with you by the owner through the Team feature.
- The records are shared with you through the group assignment feature for accounts, activities, contacts, households, opportunities, and portfolios.
- All records I or my subordinates own.
- All records where I or my subordinates are on the team
- My Default Book. Your default setting for the Book selector, as defined by your company administrator.
- If you select the Book option, select a book, user, or delegate in the Book selector.
For more information, see Using the Book Selector.
- In the Choose Case Sensitivity section, select the Case Insensitive check box, if required.
如果选中此复选框，则某些字段在搜索时将变为不区分大小写。这些字段在“输入搜索标准”部分中以蓝色文本显示。
- In the Enter Search Criteria section do the following:
- (Optional) If you are refining an existing list filter that contains a search field that is not available to your user role, remove the search field from the list by clicking the X icon beside the field row.
If a search field in the list filter is not available as a search field for your user role, then the field is grayed out, you cannot edit it, and an X icon appears beside the field. You can remove the restricted fields from the list filter. If you run or save the list without removing the restricted fields from the filter, then Oracle CRM On Demand automatically removes the restricted fields from the filter before running or saving the list.
- Select a field from the Field list.
The fields are prepopulated with the targeted search fields for the record type.
NOTE: 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 a list of records of that record type.
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 search fields. If your search criteria include a field that is not optimized for searching, your search might be slower.
NOTE: 在“输入搜索标准”部分中以紫色文本显示的字段始终不区分大小写，无论“不区分大小写”复选框的设置为何。这些字段未针对快速搜索优化。
If the address field you need does not appear in the drop-down list, select the corresponding one shown in the following table or in About Countries and Address Mapping.
NOTE: The fields listed in this table might not apply to all countries or locales.
To filter your list on this field
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Select this field from the drop-down list
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Street Number
Address 1
Chome
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Number/Street
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Ku
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Address 2
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Floor
District
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Address 3
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Shi/Gun
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City
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Colonia/Section
CEDEX Code
Address 4
URB
Township
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PO Box/Sorting Code
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MEX State
BRA State
Parish
Part of Territory
Island
Prefecture
Region
Emirate
Oblast
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Province
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Island Code
Boite Postale
Codigo Postal
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Zip/Post Code
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- Enter the conditions, filter values, and operators (AND, OR) that define the filter.
If you are refining a list, the fields are already populated with criteria that you can refine further.
For information about using filter conditions, see About Filter Conditions.
TIP: To create a list of service requests that do not have an owner, select the Owner ID field, the Equal to filter condition, and leave the value blank. You can create other null lists using this general approach.
CAUTION: When entering Filter Values, check to make sure that you are following the rules described in About Filter Values. Otherwise, the correct records might not be included in the list.
Examples
Accounts: If you want to create a filtered list of accounts in Canada with annual revenue over $100,000,000.00, complete the form as follows:
Field
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Condition
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Value(s)
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Annual Revenue
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Greater than
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100000000
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AND
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Country
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Equal to
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Canada
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Leads: If you want to create a filtered list of leads with potential revenue over $100,000.00 and ratings of A or B, complete the form as follows:
Field
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Condition
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Value(s)
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Potential Revenue
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Greater than
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100000
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AND
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Rating
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Less than
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C
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- 在“显示列”部分中，通过将字段从“可用字段”列表移动到“选定字段”列表，选择要以列形式显示在搜索结果中的字段。使用上箭头和下箭头更改选定字段的顺序。
提示：返回记录列表后，可以快速更改列表中的列顺序，方法是将列标题拖放到新位置。更改列的顺序之后，可以根据需要保存列表。
- (Optional) In the Sort Order section, specify the initial sort field or fields that you want, and the sort order, as follows:
- If you do not want to specify a sort field, and if a sort field is already selected, then clear the sort field.
- If you want to specify one or more sort fields, then do the following:
- 在“排序方式”下拉列表中，选择第一个排序字段，然后单击“升序”或“降序”以指定排序顺序。
- 根据需要选择第二个和第三个排序字段，然后为这些字段指定排序顺序。
某些字段已经过优化，以提升搜索性能和列表排序性能。在排序字段列表中，这些优化字段显示为绿色文本。如果选择未经优化的字段作为排序字段，则您的搜索可能会较慢。
注意： 在这一步骤中您不能选择复选框类型的字段作为排序字段。不过，创建列表后，您可以单击列标题从而根据复选框中的值对字段进行排序。
- (Optional) To see the results of your search criteria without saving the list, click Run.
The List page appears displaying the results of your search criteria. You can then click the Menu button in the title bar, and select Save List or Refine List to save your list.
- Click Save, and complete the fields in the Save options section:
Field
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Comment
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List Name
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Type a name for the list (50-character limit). You can use any symbols or punctuation marks except quotation marks (““) in your List Name.
Created lists are arranged in ascending ASCII code order, which means that the sort order is case sensitive. So, all of the list names that start with an uppercase letter appear before the list names that start with a lowercase letter.
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Description
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Enter a description of up to 251 characters.
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List Accessibility
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If your user role includes the Manage Public Lists privilege, select one of these options:
- Private. Makes the list available only to you and to users who have the Manage Private Lists privilege in their role.
- Public. Makes the list available to all employees. Public lists appear on the record Homepage for all employees at your company.
- Role Specific. Makes the list available only to users with a specific role.
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- (Public lists only) In the Choose List Availability for Roles with List Order Layout section of the page, specify the availability of the list for the roles for which a list order layout has been defined for the record type, as follows:
- If you do not want the list to be available to a role, then use the directional arrows to move the role to the List Not Available For section.
- If you want the list to be available to a role and you also want the list to be included in the short list of lists for the record type for the role, then use the directional arrows to move the list to the List Shown in Short List For section. The lists in the short list appear in the List section in the record-type Homepage and in picklists of lists for the record type.
- If you want the list to be available to a role but you do not want the list to be included in the short list of lists for the record type for the role, then leave the role in the List Available For section.
The Choose List Availability for Roles with List Order Layout section is available only if all of the following are true:
- Your user role has either the Customize Application privilege or the Manage Role Lists Order privilege, as well as the Manage Public Lists privilege.
- You are either creating a new public list or refining an existing list and saving it as a new public list. Note that if you are refining a public list and overwriting the existing list, then the Choose List Availability for Roles with List Order Layout section is not available.
- A list order layout is defined for one or more roles.
Only the roles for which a list order layout has been defined are shown in the Choose List Availability for Roles with List Order Layout section.
- Click Save and Run.
The filtered list you created appears in the drop-down list in this page's title bar and in the Lists section of the record Homepage.
TIP: If a message appears indicating that your list request has timed out, refine your list criteria further and try again. You can find more information about optimizing searches and lists on the Training and Support Center Web site, which you can access by clicking the Training and Support global link at the top of each page in Oracle CRM On Demand.
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