列印      開啟 PDF 版的線上說明


Previous Topic

Next Topic

About Advanced Search of a Single Record Type

您可以在下列位置的「進階」連結中,執行單一記錄類型的進階搜尋:

  • 動作列。
  • 上階記錄上的相關記錄清單 (如果記錄的「詳細資料」頁面上的相關資訊區段顯示為頁標,且已在公司資料檔上勾選「啟用頁標的增強檢視」核取方塊)。
  • 「查尋」視窗 (若啟用您公司的目標搜尋)。

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.
  • 如果您使用者角色上的「搜尋與清單中的所有欄位」權限已啟用,則可搜尋在您公司管理員就該記錄類型指派給您使用者角色的搜尋版面配置中的所有搜尋欄位。

    附註:建議公司管理員不要為多數使用者角色啟用「搜尋與清單中的所有欄位」權限。在未啟用該權限情況下,公司未使用的欄位便不會顯示於搜尋與清單頁面中。這樣可避免頁面雜亂,並讓使用者更容易檢視其最感興趣的欄位。

  • 如果您使用者角色上的「搜尋與清單中的所有欄位」權限未啟用,則您只能搜尋同時符合下列條件的欄位:
    • 欄位是在就該記錄類型指派給您使用者角色的搜尋版面配置中可用的搜尋欄位。
    • 根據該記錄類型指派給您使用者角色的「詳細資料」頁面版面配置上顯示的欄位。如果為您的角色定義了動態頁面版面配置,則該欄位必須在至少一個動態頁面版面配置上顯示。

      附註:動態版面配置是顯示相同記錄類型中,顯示不同記錄下不同組欄位的頁面版面配置,而且需視您在記錄中特定欄位所選取的選擇清單值而定。

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:
    • 如果您使用者角色的「搜尋與清單中的所有欄位」權限已啟用,則您可以選取任何欄位,讓這些欄位在搜尋傳回的記錄清單中顯示為資料欄。
    • 如果您使用者角色的「搜尋與清單中的所有欄位」權限未啟用,則只有在欄位顯示在就記錄類型指派給您使用者角色的「詳細資料」頁面版面配置上時,您才能選取該欄位,讓它在搜尋傳回的記錄清單中顯示為資料欄。如果為您的角色定義了動態頁面版面配置,則該欄位必須在記錄類型的至少一個動態頁面版面配置上顯示。

      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. 您最多可以選取三個排序欄位。例如針對聯絡人清單,您可以選擇依序按姓氏、名字及部門來排序清單。對於這三個排序欄位,您可以指定要以遞增順序或遞減順序來排序記錄。

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.

在您選取第一個排序欄位後,只有直接儲存在相同記錄上作為第一個排序欄位的排序欄位,可供您選取作為第二個與第三個排序欄位。例如,搜尋聯絡人時,您可以選取聯絡人的「名字」欄位作為第一個排序欄位。在此情況下,只有直接儲存在聯絡人記錄上的剩餘排序欄位,可供您選取作為第二個與第三個排序欄位。儲存於其他記錄上的欄位 (如儲存於客戶記錄上的「客戶」欄位) 無法使用。

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.


2021年8月 Copyright © 2005, 2021, Oracle 和 (或) 其關係企業。 Legal Notices.