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About Advanced Search of a Single Record TypeVous pouvez lancer une recherche avancée sur un seul type d'enregistrement à partir du lien Avancé aux emplacements suivants :
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:
About the Search FieldsWhen 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:
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 ResultsThe 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:
About the Sort Order for Search ResultsLists 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. Vous pouvez sélectionner jusqu'à trois champs de tri. Par exemple, pour une liste d'interlocuteurs, vous pouvez choisir de trier la liste par nom de famille, puis par prénom, puis par département. Pour chacun de ces trois champs de tri, vous pouvez indiquer si les enregistrements doivent être triés par ordre croissant ou décroissant. 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. Lorsque vous avez sélectionné le premier champ de tri, seuls les champs de tri directement stockés sur le même enregistrement que le premier champ de tri sont disponibles pour sélection en tant que deuxième et troisième champs de tri. Par exemple, lors de la recherche d'interlocuteurs, vous pouvez sélectionner le champ Prénom de l'interlocuteur comme premier champ de tri. Dans ce cas, seuls les champs de tri restants directement stockés sur l'enregistrement d'interlocuteur sont disponibles pour sélection en tant que deuxième et troisième champs de tri. Les champs stockés sur les autres enregistrements, tels que le champ Compte, stocké sur l'enregistrement de compte, ne sont pas disponibles. 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. |
Publié en août 2021 | Copyright © 2005, 2021, Oracle et/ou ses affiliés. Legal Notices. |