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Using the Book SelectorThe Book selector allows you to narrow your searches to a particular user book or custom book. In the context of the Book selector, custom books are referred to as books. Where Is the Book Selector Displayed?The Book selector is displayed in:
The Book selector is displayed only if both of the following conditions apply:
With the Book Selector You Can Restrict Your SearchThe Book selector allows you to restrict your search to a specific user or book. The Book selector therefore displays a hierarchy of users and a hierarchy of books, with All at the top of the hierarchy. Most employees see only a hierarchy of users, because the custom book feature is not enabled by default. For reports and dashboards, the book hierarchy is displayed only if Full Visibility is selected in the Historical Subject Areas setting in the company profile. Levels in a Book HierarchyWhen you use the Book selector to restrict a search for records, or to restrict the data in a report, you can view, expand, and collapse certain levels of the custom book hierarchy in the Book selector, as follows:
NOTE: When you use the Book selector to select a book for reasons other than restricting a search or restricting data in a report, all of the custom books, including the books to which you do not have access, are shown in the Book selector, and the names of all the books are shown in the default text color. For example, when you use the Book selector to select a book to assign to a record, all of the books are shown in the Book selector. When you expand a level in the book hierarchy, and if there are more than 500 books at that level of the hierarchy, then the books are grouped in sets of 500. The label for a set of books shows the name of the first book and the name of the last book in the set. You can expand the appropriate set of books to find the book that you want. The final set of books can contain fewer than 500 books. Default Book in the Book SelectorThe settings on your user record determine which book you see by default in the Book selector. For information about the default books in the Book selector, see the descriptions of the following fields in Updating Your Personal Details:
Considerations That Apply When You Select a Book in the Book SelectorWhen selecting a book in the Book selector, the following considerations apply:
NOTE: The books that are automatically created when active partner records are created appear in the Book selector for the Partner record type only. |
Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |