Finding Records Using a Multiple Field Search

You can find records of top-level objects and child objects using multiple search fields. For each record type, you can search using a different set of fields. If you specify values for multiple search fields within a record type, Oracle CRM On Demand Connected Mobile Sales conducts an AND search. For example, if the record type is Contact, and you specify a First name and Last Name, then Oracle CRM On Demand Connected Mobile Sales returns only records that match both the First Name AND Last Name. The following shows the search fields available for each record type.

Table Available Search Fields by Record Type

Record Type	Search Fields	Sort Field	Sort Order
Account	Account Name, Billing: Address 1, Billing: City, Billing: State/Province, Location, Primary Contact, Shipping: Address 1, Shipping: City, Shipping: State/Province	Account Name	Ascending
Appointment (as a related item)	Location, Subject	Start Time	Ascending
Asset	Product Name, Serial #	Product Name	Ascending
Contact	Last Name, First Name, Email	Last Name	Ascending
Custom Object 1-15	Name, Quick Search 1, Quick Search 2 (see note below)	Name	Ascending
Lead	Last Name, First Name, Company	Last Name	Ascending
Note	Subject	Modified Date	Descending
Opportunity	Opportunity Name	Opportunity Name	Ascending
Product	Product Name, Product Category, Part Number, Status	Product Name	Ascending
Product Category	Category Name	Category Name	Ascending
Service Request	Service Number, Subject, First Name, Last Name	Opened Time	Descending
Task	Subject, Location	Due Date	Ascending
User	Last Name, First Name, Email	Last Name	Ascending

Note: Quick Search 1 and Quick Search 2 are not available for search for Custom Objects 1-3 when they are related to Account, Appointment, Contact, Lead, Opportunity, or Task.

If the Account object is a child of the Contact object, then the search fields are Account Name, Location, and Primary Contact. If the Account object is a child object of Custom Object 1, Custom Object 2, or Custom Object 3, then the search fields are Account Name and Location only. The search fields for the Account object and Custom Objects 04-15 are the same as the top-level Account object.

To use a multiple field search

1. While displaying a list, tap the Magnifying Glass icon (Android) or drag down on the list (iOS).

   The multiple field Search page appears.

2. For each of the search fields displayed, you can tap the Search Operator (on the left side) and choose an operator for the search, such as Equals, Contains, or Starts With.

   The list of search operators depends on the field’s data type. For example, a date field can use a Between operator so you can specify a date range to search within. A numeric field has equals, greater than, and less than operators.

3. For each of the search fields displayed, you can enter a value to search on.

   If you leave a search field blank, then that field is not used when searching. For text fields, the same wildcard and case rules apply as described in Search Wildcards and Case-Insensitivity.

4. To start the search, tap Search at the top right of the page.