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6. 2. #### 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: 如果您使用者角色上的「搜尋與清單中的所有欄位」權限已啟用，則可搜尋在您公司管理員就該記錄類型指派給您使用者角色的搜尋版面配置中的所有搜尋欄位。 附註：建議公司管理員不要為多數使用者角色啟用「搜尋與清單中的所有欄位」權限。在未啟用該權限情況下，公司未使用的欄位便不會顯示於搜尋與清單頁面中。這樣可避免頁面雜亂，並讓使用者更容易檢視其最感興趣的欄位。 如果您使用者角色上的「搜尋與清單中的所有欄位」權限未啟用，則您只能搜尋同時符合下列條件的欄位： 欄位是在就該記錄類型指派給您使用者角色的搜尋版面配置中可用的搜尋欄位。 根據該記錄類型指派給您使用者角色的「詳細資料」頁面版面配置上顯示的欄位。如果為您的角色定義了動態頁面版面配置，則該欄位必須在至少一個動態頁面版面配置上顯示。 附註：動態版面配置是顯示相同記錄類型中，顯示不同記錄下不同組欄位的頁面版面配置，而且需視您在記錄中特定欄位所選取的選擇清單值而定。 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: 如果您使用者角色的「搜尋與清單中的所有欄位」權限已啟用，則您可以選取任何欄位，讓這些欄位在搜尋傳回的記錄清單中顯示為資料欄。 如果您使用者角色的「搜尋與清單中的所有欄位」權限未啟用，則只有在欄位顯示在就記錄類型指派給您使用者角色的「詳細資料」頁面版面配置上時，您才能選取該欄位，讓它在搜尋傳回的記錄清單中顯示為資料欄。如果為您的角色定義了動態頁面版面配置，則該欄位必須在記錄類型的至少一個動態頁面版面配置上顯示。 SHOW ME ### 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. 您最多可以選取三個排序欄位。例如針對聯絡人清單，您可以選擇依序按姓氏、名字及部門來排序清單。對於這三個排序欄位，您可以指定要以遞增順序或遞減順序來排序記錄。 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. 在您選取第一個排序欄位後，只有直接儲存在相同記錄上作為第一個排序欄位的排序欄位，可供您選取作為第二個與第三個排序欄位。例如，搜尋聯絡人時，您可以選取聯絡人的「名字」欄位作為第一個排序欄位。在此情況下，只有直接儲存在聯絡人記錄上的剩餘排序欄位，可供您選取作為第二個與第三個排序欄位。儲存於其他記錄上的欄位 (如儲存於客戶記錄上的「客戶」欄位) 無法使用。 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. 如需編輯其他使用者私人清單時適用考量的詳細資訊，請參閱關於編輯和刪除其他使用者建立的私人清單。 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. 附註：在大多數記錄類型的「清單」頁面中，您也可以調整清單而不需離開「清單」頁面，並可選擇儲存調整後的清單。如需有關在「清單」頁面內調整清單的資訊，請參閱在清單頁面內調整清單。 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. 如果勾選此核取方塊，則搜尋的特定欄位會變成不區分大小寫。這些欄位在「輸入搜尋準則」區段中會以藍色文字顯示。 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: 不論「不區分大小寫」核取方塊的設定為何，「輸入搜尋準則」區段中以紫色文字顯示的欄位一律不區分大小寫。這些欄位並未針對快速搜尋最佳化。 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 | Select this field from the drop-down list
      --- | ---
      Street Number Address 1 Chome | Number/Street
      Ku | Address 2
      Floor District | Address 3
      Shi/Gun | City
      Colonia/Section CEDEX Code Address 4 URB Township | PO Box/Sorting Code
      MEX State BRA State Parish Part of Territory Island Prefecture Region Emirate Oblast | Province
      Island Code Boite Postale Codigo Postal | Zip/Post Code
   3. 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 | Condition | Value(s) |
      --- | --- | --- | ---
      Annual Revenue | Greater than | 100000000 | AND
      Country | Equal to | Canada |
      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 | Condition | Value(s) |
      --- | --- | --- | ---
      Potential Revenue | Greater than | 100000 | AND
      Rating | Less than | C |
10. 在「顯示資料欄」區段中，將欄位從「可用欄位」清單移至「選取的欄位」清單，藉以選擇要在搜尋結果中顯示成資料欄的欄位。您可以使用向上和向下箭頭來變更選取之欄位的順序。 提示：在傳回記錄清單後，您可以將資料欄標題拖放至新位置，以快速變更資料欄在清單中的順序。您可以在變更資料欄順序後，選擇儲存該清單。 (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: 在「排序依據」下拉式清單中，選取第一個排序欄位，然後按一下「遞增」或「遞減」來指定排序順序。 視需要選取第二個與第三個排序欄位，然後指定這些欄位的排序順序。 特定欄位會進行最佳化，以改善搜尋期間與排序清單時的效能。這些最佳化欄位會在排序欄位清單中以綠色文字顯示。如果您選取的欄位未如排序欄位般進行最佳化，則搜尋速度可能較慢。 備註： 您無法在此步驟中，選取類型為核取方塊的欄位作為排序欄位。不過，建立清單之後，您可以按一下資料欄表頭，以根據核取方塊中的值排序欄位。 (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 | Comment
    --- | ---
    List Name | 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.
    Description | Enter a description of up to 251 characters.
    List Accessibility | 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.
(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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