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About Advanced Search of a Single Record TypePode executar uma pesquisa avançada de um único tipo de registo a partir da ligação Avançadas nas seguintes localizações:
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. Pode selecionar até três campos de ordenação. Por exemplo, para uma lista de contactos, poderá optar por ordenar a lista primeiro por Apelido e, em seguida, por Departamento. Para cada um dos três campos de ordenação, é possível especificar se os registos devem ser ordenados por ordem ascendente ou 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. 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. Depois de selecionar o primeiro campo de ordenação, só os campos de ordenação que são armazenados diretamente no mesmo registo como o primeiro campo de ordenação estão disponíveis para serem selecionados como sendo os segundo e terceiro campos de ordenação. Por exemplo, ao pesquisar contactos, poderá selecionar o campo Nome no contacto como primeiro campo de ordenação. Nesse caso, só os campos de ordenação restantes que são armazenados diretamente no registo de contacto estão disponíveis para serem selecionados como sendo os segundo e terceiro campos de ordenação. Os campos armazenados noutros registos, como o campo Conta, que é armazenado no registo da conta, não estão disponíveis. 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. |
Publicado em Agosto 2021 | Copyright © 2005, 2021, Oracle e/ou respetivas associadas. Legal Notices. |