Create Work Area Lists for Others in the Organization

While all users can create personal lists (saved searches) in the different work areas, administrators can create lists for the whole organization or for select job roles.

To create a list for others, you must create the list using the Page Composer tool in a sandbox. Your changes become effective after you publish the sandbox.

Note: If you're creating lists for a specific job role, then you must first provision yourself with that job role so you can test your work before publishing the sandbox. See the steps outlined in the related topic Assign Yourself an Additional Job Role.

Before You Start

Create and enter a sandbox with Page Composer as the tool. Other tools don't enable making changes at the job role level, so creating a separate sandbox is a good idea if you're configuring lists for a specific job role.
1. Navigate to Configuration > Sandboxes.
2. Click Create Sandbox.
3. In the Click Create Sandbox page, enter a name and select Page Composer as the tool.
4. If you're making changes for a specific job role, then specify the job role for Page Composer:
  1. Click Edit in the Support Context column for Page Composer.
  2. In the Edit Sandbox Context window, select the job role.
  3. Click OK.
5. Click Create and Enter.
  
  The Sandbox toolbar appears at the top of the page.
Navigate to the work area you want to modify.
Open Page Composer by selecting the tool from the Tools menu in the sandbox bar at the top of the page.

Create the List

With both the sandbox and the Page Composer toolbars displayed on the top of the page, follow these steps to create your list. You create a new list by editing an existing list and saving it under a new name.

In the work area landing pad, click Show Advanced Search next to the List field.
From the Advanced Search panel Saved Search list, select a saved search to use as the starting point for creating a new one.

Tip: To create a list using only one field, including administrator-created fields, select a search with either Name or Close Date in the title. For opportunities and leads, select the Close Date saved search. For all other objects, select the name saved search, for example, the Account Name saved search or the Contact Name saved search.
Make your changes. You can:
- Select a different record set to change the scope of your search. For example, selecting My territory hierarchy searches all the records in your territories and their subordinate territories. The available record sets vary from object to object.
  
  To improve saved search performance, restrict your saved searches to smaller record sets. For example, rather than searching all the records you can see, search all the records in your territory hierarchy. Or restrict your searches to a smaller geographical area. For example, search all the accounts in one state instead of the whole country.
- Add additional fields by clicking Add.
  
  Note: If you're adding an administrator-created field to your search, then the field must be indexed for best search performance.
- Select different operators for the fields in your search. While most of the operators, which differ field by field, are self-explanatory, here are some notes on the more complex:
  - Between
    
    Selecting the Between operator for a date field, prompts you to enter a specific date range for the search.
  - Rolling-time operators, including Yesterday, Today, Tomorrow, Last Week, This Week, Next Week, Last Month, This Month, and Next Month
    
    Searching for opportunities created this month, for example, returns opportunities created in the current calendar month. The rolling-time filters use the time zone of the signed-in user for the calculation.
  - Current User
    
    In some fields, including the Last Updated By and Created By fields, you can create a list that displays only the records relevant to each signed-in user. For example, when you create a list of all opportunities last updated by the current user, all of your users can view the opportunities they recently updated.
  - Is Blank, Is Not Blank, and Does Not Equal
    
    Selecting the Is Blank operator, makes it possible to search for records missing values in a text field or a field validated by a list of values, for example. Administrators can make these operators available on fields that aren't mandatory, by setting two system profile options. The Enable Additional Search Operators for Text Fields (ZCA_ENABLE_ADDITIONAL_TEXT_OPERATORS) profile option enables the Is Blank and Is Not Blank operators in text field searches. The Enable Additional Search Operators for List of Values (ZCA_ENABLE_ADDITIONAL_LOV_OPERATORS) enables the Is Blank, Is Not Blank, and Does Not Equal operators on fields validated by list of values (both fixed choice and dynamic choice list fields).
- Specify which attributes you want to display in the search results table by selecting Columns from the View menu.
  
  You can select specific columns or display all columns.
- Reorder the filter conditions by clicking Reorder.
- Delete any fields you added to the search.
  
  You can't delete the fields provided by Oracle. You can only delete fields you added.
You can test your search by clicking Search.
When you're satisfied with the results, click Save.

The Create Saved Search window appears.
Enter a new name for the saved search.

You can't reuse the names of the saved searches provided by Oracle with the application.
Make sure the Run Automatically option remains selected. Selecting this option runs the query each time you select the list in the UI.
If you want users to see the list generated by this search when they navigate to the work area, then select the Set as Default option.

Note: Making a search the default doesn't override any default searches individual users may have created for their own use. Each user can personalize lists provided by administrators.
Click OK to return to the work area landing page.

Save Your Work and Publish the Sandbox

When you're done making your changes, you must save them by clicking Close in the Page Composer toolbar.
Publish the sandbox by clicking the sandbox name and selecting Publish.