Imprimir      Abrir versión PDF de ayuda en línea


Previous Topic

Next Topic

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:

  • Si tiene activado el privilegio Todos los campos de listas y búsqueda en el rol de usuario, podrá buscar todos los campos de búsqueda que el administrador de la compañía ponga a su disposición en el diseño de búsqueda asignado al rol de usuario para el tipo de registro.

    NOTA: se recomienda que los administradores de la compañía no activen el privilegio Todos los campos de listas y búsqueda para la mayoría de los roles de usuario. Si el privilegio no está activado, los campos que su compañía no utiliza no son visibles en las páginas de listas y búsqueda. Reduce la desorganización y facilita que los usuarios puedan ver los campos que les resulten más interesantes.

  • Si no tiene activado el privilegio Todos los campos de listas y búsqueda en el rol de usuario, podrá buscar un campo sólo si cumple los criterios siguientes:
    • El campo es un campo de búsqueda disponible en el diseño de búsqueda asignado al rol de usuario para el tipo de registro.
    • El campo se muestra en el diseño de la página Detalle asignado al rol de usuario para el tipo de registro. Si se definen diseños de páginas dinámicas para el rol, el campo se debe mostrar en al menos uno de los diseños de páginas dinámicas.

      NOTA: los diseños dinámicos son diseños de página que muestran distintos conjuntos de campos para distintos registros del mismo tipo, dependiendo del valor de lista de opciones seleccionado en un determinado campo del registro.

  • When you refine an existing list, some of the fields in the search criteria for the list might not be available to your user role. Any such restricted fields are grayed out, and you cannot edit them. You can remove the restricted fields from the search criteria before you run or save the list. If you run or save the list without removing the restricted fields from the search criteria, then Oracle CRM On Demand automatically removes the restricted fields from the search criteria before running or saving the list.

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:

  • Si el privilegio Todos los campos de listas y búsqueda está activado para su rol de usuario, podrá seleccionar cualquier campo para mostrarlo como columna en la lista de registros de la búsqueda.
  • Si el privilegio Todos los campos de listas y búsqueda no está activado para su rol de usuario, solo podrá seleccionar un campo para mostrarlo como columna en la lista de registros obtenida de la búsqueda si el campo se muestra en el diseño de la página de detalles que tenga asignado a su rol de usuario para el tipo de registro. Si se han definido diseños de página dinámica para su rol, el campo deberá mostrarse al menos en uno de los diseños de página dinámica del tipo de registro.

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. Puede seleccionar hasta tres campos de ordenación. Por ejemplo, para una lista de contactos, puede ordenar la lista en primer lugar por apellido y, a continuación, por nombre y por departamento. Para cada uno de los tres campos de ordenación, puede especificar si se ordenan los registros en orden ascendente o descendente.

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.

Después de seleccionar el primer campo de ordenación, solo los campos de ordenación almacenados directamente en el mismo registro como el primer campo de ordenación están disponibles para su selección como el segundo y tercer campo de ordenación. Por ejemplo, al buscar contactos, puede seleccionar el campo Nombre del contacto como el primer campo de ordenación. En este caso, solo los demás campos de ordenación almacenados directamente en el registro de contacto están disponibles para su selección como el segundo y tercer campo de ordenación. Los campos almacenados en otros registros, como el campo Cuenta, que está almacenado en el registro de cuenta, no están disponibles.

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. Para obtener información sobre las consideraciones a tener en cuenta al editar las listas privadas de otros usuarios, consulte Acerca de la edición y eliminación de listas privadas creadas por otros usuarios.

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

  1. 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.

    NOTA: en las páginas de lista de la mayoría de los tipos de registro, también puede restringir la lista sin abandonar la página Lista y, opcionalmente, guardar la lista restringida. Para obtener información sobre la restricción de listas en las páginas de lista, consulte Restricción de listas en páginas de lista.

  2. 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.

  3. 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.
  4. If you select the Book option, select a book, user, or delegate in the Book selector.

    For more information, see Using the Book Selector.

  5. In the Choose Case Sensitivity section, select the Case Insensitive check box, if required.

    Si se activa esta casilla de verificación, algunos campos no distinguen entre mayúsculas y minúsculas para la búsqueda. Estos campos se muestran con texto de color azul en la sección Introducir criterios de búsqueda.

  6. In the Enter Search Criteria section do the following:
    1. (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.

    2. 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: Los campos que se muestran con texto de color púrpura en la sección Introducir criterios de búsqueda nunca distinguen entre mayúsculas y minúsculas, independientemente del parámetro de la casilla de verificación No distinguir entre mayúsculas y minúsculas. Estos campos no están optimizados para realizar búsquedas rápidas.

      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

      Select this field from the drop-down list

      Street Number
      Address 1
      Chome

      Number/Street

      Ku

      Address 2

      Floor
      District

      Address 3

      Shi/Gun

      City

      Colonia/Section
      CEDEX Code
      Address 4
      URB
      Township

      PO Box/Sorting Code

      MEX State
      BRA State
      Parish
      Part of Territory
      Island
      Prefecture
      Region
      Emirate
      Oblast

      Province

      Island Code
      Boite Postale
      Codigo Postal

      Zip/Post Code

    3. 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

      Condition

      Value(s)

       

      Annual Revenue

      Greater than

      100000000

      AND

      Country

      Equal to

      Canada

       

      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

      Condition

      Value(s)

       

      Potential Revenue

      Greater than

      100000

      AND

      Rating

      Less than

      C

       

  7. En la sección Mostrar columnas, elija los campos que se van a mostrar como columnas en los resultados de la búsqueda moviendo los campos de la lista Campos disponibles a la lista Campos seleccionados. Utilice las flechas hacia arriba y hacia abajo para cambiar el orden de los campos seleccionados.

    CONSEJO: Después de que se devuelva la lista de registros, puede cambiar rápidamente el orden de las columnas en la lista; para ello, arrastre los encabezados de columna a una nueva ubicación y suéltelas. Opcionalmente puede guardar la lista después de cambiar el orden de las columnas.

  8. (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:
    1. En la lista desplegable Ordenar por, seleccione el primer campo de ordenación predeterminado y, a continuación, haga clic en Ascendente o Descendente para seleccionar la ordenación.
    2. Seleccione un segundo campo de ordenación, y un tercero, según sea necesario y, a continuación, especifique la ordenación para estos campos.

      Algunos campos están optimizados para mejorar el rendimiento durante las búsquedas y al ordenar las listas. Estos campos optimizados aparecen con texto en verde en la lista de campos de orden. Si selecciona un campo que no está optimizado como campo de ordenación, la búsqueda podría ser más lenta.

      NOTA: no se puede seleccionar una casilla de verificación como campo de ordenación en este paso. Sin embargo, una vez creada la lista, puede hacer clic en el encabezado de la columna para ordenar los campos en función de los valores de la casilla de verificación.

  9. (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.

  10. Click Save, and complete the fields in the Save options section:

    Field

    Comment

    List Name

    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.

    Description

    Enter a description of up to 251 characters.

    List Accessibility

    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.
  11. (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.

  12. 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.


Publicado en agosto 2021 Copyright © 2005, 2021, Oracle y/o sus subsidiarias. Legal Notices.