Conceitos Básicos > Trabalhando com registros > Trabalhando com Listas > Creating and Refining Lists
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:
- Se o privilégio Todos os Campos na Pesquisa e nas Listas estiver ativado na função de usuário, você poderá pesquisar todos os campos disponibilizados pelo administrador da empresa no layout de pesquisa atribuído à função de usuário para o tipo de registro.
OBSERVAÇÃO: recomendamos que os administradores da empresa não ativem o privilégio Todos os campos na Pesquisa e nas listas para a maioria das funções do usuário. Quando o privilégio não é ativado, os campos que sua empresa não usam não ficam visíveis nas páginas de pesquisa e da lista. Isso reduz a aglomeração e facilita a visualização dos campos para os usuários.
- Se o privilégio Todos os campos na Pesquisa e nas Listas não estiver ativado na função de usuário, você só poderá pesquisar um campo se ele atender a ambos os critérios a seguir:
- 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:
- Se o privilégio Todos os campos na pesquisa e nas listas estiver ativado para a função de usuário, você poderá selecionar qualquer campo a ser exibido como uma coluna na lista de registros retornada pela pesquisa.
- Se o privilégio Todos os campos na Pesquisa e nas Listas não estiver ativado para a função de usuário, você só poderá selecionar um campo a ser exibido como uma coluna na lista de registros retornada pela pesquisa se o campo for exibido no layout da página Detalhe atribuído à função de usuário desse tipo de registro. Se os layouts de página dinâmica forem definidos para a função, o campo deverá ser exibido em pelo menos um dos layouts de página dinâmica para o tipo de registro.
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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. Você pode selecionar até três campos de classificação. Por exemplo, para obter uma lista de contatos, você poderia optar por classificar a lista primeiro por Sobrenome, em seguida por Nome e depois por Departamento. Para cada um dos três campos de classificação, você pode especificar se os registros deverão ser classificados em ordem crescente ou decrescente.
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.
Depois que você selecionar o primeiro campo de classificação, só os campos de classificação que estiverem armazenados diretamente no mesmo registro que o primeiro campo de classificação estarão disponíveis para seleção como o segundo e o terceiro campos de classificação. Por exemplo, ao procurar contatos, você pode selecionar o campo Nome no contato como o primeiro campo de classificação. Nesse caso, só os campos de classificação restantes que estiverem armazenados diretamente no registro do contato estarão disponíveis para seleção como o segundo e o terceiro campos de classificação. Os campos armazenados em outros registros, como o campo Conta, que está armazenado no registro da conta, não estão disponíveis.
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 obter informações sobre as considerações que se aplicam na edição de listas privadas de outros usuários, consulte Sobre como Editar e Excluir Listas Privadas Criadas por Outros Usuários.
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
- 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.
OBSERVAÇÃO: nas páginas Lista da maioria dos tipos de registro, também é possível refinar a lista sem sair da página Lista e, opcionalmente, salvar a lista refinada. Para obter mais informações sobre o refinamento de listas, consulte Refinando Listas em Páginas de Lista.
- 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.
- 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.
- If you select the Book option, select a book, user, or delegate in the Book selector.
For more information, see Using the Book Selector.
- In the Choose Case Sensitivity section, select the Case Insensitive check box, if required.
Caso esta caixa de seleção esteja marcada, não haverá distinção entre letras maiúsculas e minúsculas na pesquisa de determinados campos. Estes campos são mostrados em texto azul na seção Informar Critérios de Pesquisa.
- In the Enter Search Criteria section do the following:
- (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.
- 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: Os campos que são mostrados com texto em violeta na seção Informar Critérios de Pesquisa nunca fazem distinção entre letras maiúsculas e minúsculas, independentemente da configuração da caixa de seleção Sem Diferenciação de Maiúsculas e Minúsculas. Esses campos não estão otimizados para pesquisas 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
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Select this field from the drop-down list
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Street Number Address 1 Chome
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Number/Street
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Ku
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Address 2
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Floor District
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Address 3
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Shi/Gun
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City
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Colonia/Section CEDEX Code Address 4 URB Township
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PO Box/Sorting Code
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MEX State BRA State Parish Part of Territory Island Prefecture Region Emirate Oblast
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Province
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Island Code Boite Postale Codigo Postal
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Zip/Post Code
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- 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
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Condition
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Value(s)
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Annual Revenue
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Greater than
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100000000
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AND
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Country
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Equal to
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Canada
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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
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Condition
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Value(s)
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Potential Revenue
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Greater than
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100000
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AND
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Rating
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Less than
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C
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- Na seção Exibir Colunas, escolha os campos a serem exibidos como colunas nos resultados da pesquisa movendo-os da lista Campos Disponíveis para a lista Campos Selecionados. Use as setas para cima e para baixo a fim de alterar a ordem dos campos selecionados.
DICA: depois que a lista de registros for retornada, você poderá alterar rapidamente a ordem das colunas na lista arrastando os cabeçalhos de colunas até um novo local e soltando-os. Você pode salvar a lista depois de alterar a ordem das colunas.
- (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:
- Na lista suspensa Classificar por, selecione o primeiro campo de classificação e depois clique em Ordem crescente ou Ordem decrescente para selecionar a ordem de classificação.
- Selecione um segundo campo de classificação, e um terceiro, conforme necessário, e depois especifique a ordem de classificação desses campos.
Determinados campos são otimizados para melhorar o desempenho durante pesquisas e classificações de listas. Esses campos otimizados são mostrados com o texto verde na lista dos campos de classificação. Se você selecionar um campo que não possa ser otimizado como campo de classificação, sua pesquisa será mais lenta.
OBSERVAÇÃO: você não pode marcar um campo do tipo caixa de seleção como o campo de classificação nesta etapa. Porém, depois de criar a lista, poderá clicar no cabeçalho da coluna para classificar os campos com base nos valores na caixa de seleção.
- (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.
- Click Save, and complete the fields in the Save options section:
Field
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Comment
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List Name
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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.
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Description
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Enter a description of up to 251 characters.
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List Accessibility
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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.
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- (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.
- 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.
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