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Performing Advanced Search of Multiple Record Types

The following procedure describes how to perform an advanced search of multiple record types.

To perform an advanced search of multiple record types

  1. If the Action bar is hidden, show it. For information about showing and hiding the Action bar, see About Showing or Hiding the Action Bar.
  2. In the Action bar, in the Search section, click Advanced.
  3. In the Advanced Search page, select the option you want, as follows:
    • Select the All Record Types option to search all of the record types that support keyword search. This query is slower.
    • Select the Following Record Types option, and then select the check box for each of the record types that you want to search.
  4. In the Keywords field, enter the value that you want to search for or leave the Keywords field blank to search only on the basis of the dates that you provide.

    NOTE: In the Keywords field, it is not necessary to use a wildcard (*) for a partial word because a wildcard is automatically added to the beginning and end of the user input. The use of the equal sign (=) to search for an exact match is not supported.

  5. If required, enter the date range (use four digits for the year, such as 2010):
    • For Appointments, the date applies to Start Time (Date).
    • For Tasks, the date applies to Due Date.
    • For Opportunities, the date applies to Close Date.
    • For all other record types, the date applies to the Created date.
  6. Click Go.

    The results appear for each record type.

Related Topics

For more information about advanced search of a multiple record types, see the following topic:


Published 6/21/2021 Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices.