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##### About Advanced Search of a Single Record Type Du kan foreta et avansert søk etter én posttype via koblingen Avansert på følgende steder: Handlingslinjen. Lister over relaterte poster i en overordnet post, hvis områdene for relaterte opplysninger på postdetaljsidene vises som faner, og hvis det er merket av i boksen Aktiver utvidet visning for faner i selskapsprofilen. Oppslagsvinduer, hvis målsatt søk er aktivert for selskapet. 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: Specify whether the search is case sensitive or case insensitive. Select the fields you want to search. For more information, see the About the Search Fields section of this topic. Enter the conditions, filter values, and operators (AND, OR) that define the filter. NOTE: In an advanced search of a single record type, you do not use the equal sign (=) to search for an exact match. Instead, you use the Equal to condition or the Equals any condition to search for exact matches. Specify which fields to display in the search results. This feature is available only in searches that you perform from the Advanced link in the Action bar. Specify the initial sort order for the search results. #### About the Search Fields When 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: 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 an advanced search of that record type. Running an advanced search without any search criteria returns all of the records of that record type that your user role and access settings allow you to see. Hvis rettigheten Alle felt i søk og lister er aktivert i din brukerrolle, kan du søke i alle søkefeltene som selskapsadministratoren gjør tilgjengelige, i søkeoppsettet som er tilordnet til din brukerrolle for posttypen. MERKNAD: Det anbefales at selskapsadministratorer ikke aktiverer rettigheten Alle felt i søk og lister for de fleste brukerroller. Når rettigheten ikke er aktivert, er felt som selskapet ikke bruker, ikke synlige på søke- og listesider. Dette gjør systemet mer oversiktlig, og gjør det enklere for brukerne å se feltene som de er mest interessert i. Hvis rettigheten Alle felt i søk og lister ikke er aktivert i din brukerrolle, kan du bare søke i et felt hvis det oppfyller begge disse kriteriene: Feltet er et tilgjengelig søkefelt i søkeoppsettet som er tilordnet til din brukerrolle for posttypen. Feltet vises i sideoppsettet Detaljer som er tilordnet til din brukerrolle for denne posttypen. Hvis dynamiske sideoppsett er definert for din rolle, må feltet vises i minst ett av de dynamiske sideoppsettene. MERKNAD: Dynamiske oppsett er sideoppsett som viser forskjellige sett med felt for ulike poster av samme posttype, avhengig av plukklisteverdien du velger i et bestemt felt i posten. 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 Results The 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: Searches from the Advanced link in the Action bar. You can select the fields that you want to display as columns in the list of records that is returned by the search. Your user role determines which fields you can select to display, as follows: Hvis rettigheten Alle felt i søk og lister er aktivert for brukerrollen din, kan du velge å vise hvilket som helst felt som en kolonne i listen over poster som returneres av søket. Hvis rettigheten Alle felt i søk og lister ikke er aktivert for brukerrollen din, kan du bare velge et felt som skal vises som en kolonne, i listen over poster som returneres av søket, hvis feltet vises på sideoppsettet for detaljer som er tilordnet til brukerrollen din for den aktuelle posttypen. Hvis dynamiske sideoppsett er definert for rollen din, må feltet vises i minst ett av de dynamiske sideoppsettene for posttypen. The search results appear in a List page. If there are too many records in the list, then you can filter or refine the list in the List page. For information about filtering and refining lists in List pages, see the following topics: Filtering Lists Refining Lists Within List Pages For more information about managing lists of records, see Working with Lists. Searches from the Advanced link in a list of related records. The search results appear in the page where you clicked the Advanced link. The layout of the related information section on the parent record Detail page determines which fields are displayed as columns in the list of records that is returned. Searches from the Advanced link in a Lookup window. The search results appear in the Lookup window, and the layout of the Lookup window determines which fields are displayed as columns in the list of records. In most cases, the search layout that is assigned to your user role for the record type determines the layout of the Lookup window. However, there are some preconfigured Lookup windows that are not affected by the search layouts for user roles. #### About the Sort Order for Search Results 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 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. Du kan velge opptil tre sorteringsfelt. Du kan for eksempel velge å sortere en liste med kontaktpersoner først etter etternavn, så etter fornavn og til slutt etter avdeling. For hvert av de tre sorteringsfeltene kan du angi om postene skal sorteres i stigende rekkefølge eller i synkende rekkefølge. 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. Når du har valgt det første sorteringsfeltet, kan du bare velge sorteringsfeltene som er lagret direkte i den samme posten som det første sorteringsfeltet, som andre og tredje sorteringsfelt. Hvis du for eksempel søker etter kontaktpersoner, kan du velge feltet Fornavn i kontaktpersonen som første sorteringsfelt. I så fall kan du bare velge de gjenstående sorteringsfeltene som er lagret direkte i kontaktpersonposten, som andre og tredje sorteringsfelt. Felt som er lagret i andre poster, for eksempel feltet Firma, som er lagret i firmaposten, er ikke tilgjengelige. 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.

Publisert August 2022 | Copyright © 2005, 2022, Oracle og/eller tilknyttede selskaper. Legal Notices.