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Getting Started > Working with Records > Finding Records > Using Advanced Search > Performing Advanced Search of a Single Record Type
Performing Advanced Search of a Single Record Type
This topic describes how to perform the following tasks:
- Start an advanced search of a single record type from the following locations:
- The Action bar
- A Lookup window
- A list of related records
- Complete an advanced search.
The following procedure describes how to start an advanced search of a single record type from the Action bar.
To start an advanced search of a single record type from the Action bar
- 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.
- In the Action bar, in the Search section, click Advanced.
- In the Advanced Search page, do the following:
- Select the Following Record Types radio button.
- Select the check box for the record type that you want to search.
- Make sure that the check boxes for all other record types are not selected.
- 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.
- In the Search In section, if you select the Record Set option, then select one of the following to specify the set of records you want to search:
- 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.
NOTE: The Manager Visibility Enabled option on the company profile and the Can Read All Records setting on your user role are considered when you select this option. If the Manager Visibility Enabled option on the company profile is not selected, then the set of records that is searched when you choose the All Records I Can See option is the same set of records that is searched when you select the All Records Where I Am on the Team option, unless the Can Read All Records setting on your user role is selected for the relevant record type.
- 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. Includes records that you or any of your subordinates own. The Manager Visibility Enabled option on the company profile is not considered when you select this option.
- All records where I or my subordinates are on the team. Includes records where you or any of your subordinates are on the team, if Manager Visibility is enabled on the company profile. The Manager Visibility Enabled option on the company profile is not considered when you select this option.
- My Default Book. Your default setting for the Book selector, as defined by your company administrator.
- In the Search In section, if you select the Book option, then select a book, user, or delegate in the Book selector.
For more information, see Using the Book Selector.
The following procedure describes how to start an advanced search of a single record type from a Lookup window.
To start an advanced search of a single record type from a Lookup Window
- In the Lookup window, click Advanced.
The following procedure describes how to start an advanced search of a single record type from a list of related records.
To start an advanced search of a single record type from a list of related records
- In the parent record Detail page, scroll to the related information section.
- In the related information section, click Advanced.
The following procedure describes how to complete an advanced search of a single record type. This procedure is applicable for advanced searches that you start from the Advanced link in Lookup windows or the Advanced link in lists of related records, as well as to advanced searches that you start from the Advanced link in the Action bar.
To complete an advanced search of a single record type
- In the Advanced Search page, in the Choose Case Sensitivity section, select the Case Insensitive check box if required.
If this check box is selected, then certain fields become case-insensitive for the search. These fields are shown in blue text in the Enter Search Criteria section.
- In the Enter Search Criteria section do the following:
- Select a field from the Field list.
If you started the search from the Action bar, then the fields are prepopulated with the targeted search fields for the record type. If you started the search from a Lookup window or from a list of related records, and if you already selected a search field in the Lookup window or list of related records, then the first criteria field is prepopulated with your selected search field.
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. You can filter against a maximum of 10 fields.
NOTE: The fields that are shown in purple text in the Enter Search Criteria section are always case-insensitive, regardless of the setting of the Case Insensitive check box. These fields are not optimized for fast searches.
- Enter the conditions, filter values, and operators (AND, OR) that define the filter.
For information about using filter conditions, see About Filter Conditions.
CAUTION: When entering Filter Values, check to make sure you follow the rules described in About Filter Values. Otherwise, you might not find the correct records.
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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- (Searches from the Action bar only) In the Display Columns section, choose the fields to display as columns in the search results by moving fields from the Available Fields list to the Selected Fields list. Use the up and down arrows to change the order of the selected fields.
TIP: After the list of records is returned, you can quickly change the order of the columns in the list by dragging the column headings to a new location and dropping them. You can optionally save the list after you change the order of the columns.
- (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.
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. For more information about specifying the sort order for search results, see About Advanced Search of a Single Record Type.
- If you want to specify one or more sort fields, then do the following:
- In the Sort by drop-down list, select the first sort field, and then click Ascending or Descending to specify the sort order.
- Select a second sort field, and a third, as needed, and then specify the sort order for these fields.
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 sort fields. If you select a field that is not optimized as a sort field, then your search could be slower.
NOTE: You cannot select a field of type check box as the sort field in this step. However, after the list is created, you can click the column header to sort the fields based on the values in the check box.
- Click Go.
TIP: If a message indicates that your search request has timed out, then refine your search criteria further, and try again. You can also find more information about optimizing searches and lists on the Training and Support Web site. To access the Training and Support Web site, click the Training and Support global link at the top of each page in Oracle CRM On Demand.
Related Topics
For more information about advanced search of a single record type, see the following topic:
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