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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: Om behörigheten Alla fält i sökningar och listor är aktiverad för din användarroll kan du söka i alla sökfält som företagsadministratören gör tillgängliga i den söklayout som är kopplad till din användarroll för den aktuella posttypen. Obs! Företagsadministratörer bör låta behörigheten Alla fält i sökningar och listor vara avaktiverad för de flesta användarroller. När behörigheten inte är aktiverad visas inte fält som företaget inte använder på sök- och listsidor. Sidorna blir mindre belamrade och det blir lättare för användarna att se de fält de är mest intresserade av. Om behörigheten Alla fält i sökningar och listor inte är aktiverad för din användarroll kan du söka i ett fält enbart om det uppfyller följande kriterium: Fältet är ett tillgängligt sökfält i den söklayout som är tilldelad till din användarroll för den posttypen. Fältet visas på detaljsidan som tilldelats din användarroll för den posttypen. Om det finns en dynamisk sidolayout definierad för din roll, måste fälten visas i minst en av de dynamiska sidolayouterna. Obs! Dynamiska layouter är sidlayouter som visar olika fält för olika poster av samma posttyp, beroende på urvalslistevärdet som du valt i ett visst fält i posten. 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: Om behörigheten Alla fält i sökningar och listor är aktiverad för din användarroll kan du välja vilket fält du vill visa som en kolumn i listan med poster som returneras av sökningen. Om behörigheten Alla fält i sökningar och listor inte är aktiv för din användarroll kan du välja ett fält att visa som en kolumn i listan med poster som returnerades av sökningen. Detta kan endast göras om fältet visas på detaljsidelayouten är tilldelad din användarroll för den posttypen. Om det finns en dynamisk sidolayout definierad för din roll, måste fälten visas i minst en av de dynamiska sidolayouterna för posttypen. 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. Du kan välja högst tre sorteringsfält. För en lista med kontakter kan du till exempel sortera listan först efter Efternamn, sedan efter Förnamn och sedan efter Avdelning. För vart och ett av de tre sorteringsfälten kan du ange om posterna ska sorteras i stigande eller fallande ordning. 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. När du har valt det första sorteringsfältet kan du bara välja de sorteringsfält som är lagrade direkt i samma post som det första sorteringsfältet som andra och tredje sorteringsfält. När du söker efter kontakter kan du till exempel välja fältet Förnamn för kontakten som det första sorteringsfältet. I så fall kan du bara välja de återstående sorteringsfält som är lagrade direkt i kontaktposten som andra och tredje sorteringsfält. Du kan inte välja fält som lagras i andra poster, till exempel fältet Konto som lagras i kontoposten. 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. Information om vilka överväganden som gäller när du redigerar andra användares privata listor finns i Om redigering och borttagning av privata listor som skapats av andra användare. 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. Obs! På listsidorna för de flesta posttyper kan du också begränsa listan utan att lämna listsidan och alternativt spara den begränsade listan. Information om hur du begränsar listor på listsidor finns i Begränsa listor på listsidor. 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. Om den här kryssrutan är markerad blir vissa fält skiftlägesokänsliga för sökningen. De här fälten visas med blå text i sektionen Ange sökkriterier. 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: Fälten som visas med lila text i sektionen Ange sökkriterier är alltid skiftlägesokänsliga, oavsett inställning i kryssrutan Ej skiftlägeskänslig. De här fälten är inte optimerade för snabbsökningar. 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. I sektionen Visa kolumner väljer du fälten som ska visas som kolumner i sökresultatet genom att flytta fälten från listan Tillgängliga fält till listan Valda fält. Använd uppåt- och nedåtpilen för att ändra ordningen på de valda fälten. Tips! När listan över poster har returnerats kan du snabbt ändra kolumnordningen i listan genom att dra kolumnrubrikerna till en ny plats och släppa dem där. Du kan alternativt spara listan när du har ändrat kolumnordningen. (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: I listrutan Sortera per väljer du det första sorteringsfältet och klickar sedan på Stigande eller Fallande för att ange sorteringsordningen. Välj ett andra och ett tredje sorteringsfält, efter behov, och ange sedan sorteringsordningen för de här fälten. Vissa fält är optimerade för att förbättra prestandan när sökningar utförs och när listor sorteras. De här optimerade fälten visas med grön text i listan över sorteringsfält. Om du väljer ett fält som inte har optimerats som sorteringsfält kan sökningen ta längre tid. Obs! Du kan inte välja ett fält som är en kryssruta som sorteringsfält i det här steget. När listan har skapats kan du dock klicka på kolumnrubriken för att sortera fälten baserat på värdena i kryssrutan. (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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