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About Advanced Search of a Single Record Type次の場所にある[高度な検索]リンクから1つのレコードタイプの高度な検索を実行できます。
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. 最大3つの並べ替えフィールドを選択できます。たとえば、担当者リストに対して、[名前 (姓)]、[名前 (名)]、[部門]の順にリストを並べ替えることを選択できます。3つの並べ替えフィールドのそれぞれについて、レコードを昇順で並べ替えるか、降順で並べ替えるかを指定できます。 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. 1番目の並べ替えフィールドを選択した後で、1番目の並べ替えフィールドと同じレコードに直接格納されている並べ替えフィールドのみが2番目および3番目の並べ替えフィールドとして選択できます。たとえば、担当者を検索する場合、1番目の並べ替えフィールドとして担当者の[名前 (名)]フィールドを選択するとします。この場合、担当者レコードに直接格納されている残りの並べ替えフィールドのみを2番目および3番目の並べ替えフィールドとして選択できます。取引先レコードに格納されている[取引先]フィールドなど、他のレコードに格納されているフィールドは使用できません。 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. |
公開日 2021 年 8 月 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |