13Global and Work Area Search

This chapter contains the following:

Global Search

Overview of Global Search Setup

In update 21A, Oracle has switched to using Adaptive Search technology for global search. You must complete the Adaptive Search setup described in the Adaptive Search and Workspace chapter before configuring global search. If you see the global search box at the top of the page and you configured Adaptive Search, the new global search works without additional setup. However, you may still want to make some of the configuration changes outlined here.

Step Description Navigation Where to Get More Details

1

Check to see if the global search box appears at the top of the page. If it doesn't, you can display it by setting the profile Global Search Enabled to Yes.

Setup and Maintenance > Sales > Sales Foundation > Manage Administrator Profile Values

See the topic: Display the Global Search Box in the UI.

2

You can restrict the number of objects that can be searched using global search and specify which fields display for each record in the search results. By default, all of the objects you enabled in Adaptive Search are automatically searchable from the global search box at the top of the page.

Setup and Maintenance > Sales > Sales Foundation > All Tasks > Configure Adaptive Search > Configure Global Search

See the topic: Configure Global Search Scope and Display of Search Results

3

Optionally, you can change the way the global search UI appears to salespeople by creating a custom configuration. For example, you can change which suggestions display when you click in the search box and which objects get displayed in search results by default.

If you're an existing customer and you created a custom configuration in the past, your configuration still works even if you created it before the switch to Adaptive Search.

Setup and Maintenance > Sales > Sales Foundation > All Tasks > Manage Global Search Configurations

See the topics:

  • Global Search UI

  • Configure Global Search UIs

4

You can make additional fields searchable using global search by setting the Include in Keyword Search option.

Setup and Maintenance > Sales > Sales Foundation > All Tasks > Configure Adaptive Search > Setup > Advanced

See the topic: "Make a Field Searchable in Workspace and Global Search" in the Adaptive Search and Workspace chapter.

Display the Global Search Box in the UI

Display the global search box at the top of the page by setting the system profile option Global Search Enabled to Yes.

  1. In Setup and Maintenance, open the task Manage Administrator Profile Values:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. In the Manage Administrator Profile Values page, search for the system profile option by entering FUSION_APPS_SEARCH_ENABLED in the Profile Option Code field.

  3. In the Profile Values section, select Yes from the Profile Value list.

  4. Click Save and Close.

  5. You must sign out and sign in again to see the global search box at the top of the page.

Global Search UI

Here's a summary how global search works and how you can configure it.

How It Works What You Can Change

When salespeople click in the global search box (callout 1), the application suggests recent search terms, recent pages you visited, and other recent items. The items are organized in suggestions groups (callout 2). For example, under Recent Items, the application suggests recent pages you visited.

  • Change the "Search" prompt in the global search box.

  • Specify which suggestion groups get displayed for users by default. For example, you may want to hide Recent Items and show Recent Searches first.

Salespeople can specify which suggestion categories they want to see and which categories of results are available in the search results, by clicking Personalize (callout 3), the application suggests recent items they worked on recently.

  • Specify which suggestion groups are available for use. For example, instead of hiding Recent Items by default, you may want to remove it from use entirely so users can no longer display the category.

Salespeople enter keywords in the search box (callout 1) and press Return to search across different objects.

  • You can specify which objects are available for global search and how the results are displayed. See the topic Configure Global Search Scope and Display of Search Results

Global Search box and suggestions box

Here's how the results get displayed after you enter your search term and press Enter.

How It Works What You Can Change

The results of the search show the objects that are enabled for global search during setup.

  • You specify which objects are available for global search and how the results are displayed. See the topic Configure Global Search Scope and Display of Search Results

Salespeople click Show Filters, and select those objects they want to see in their search results (callout 1).

  • The objects you selected for use in global search, show up as the available filters here.

  • You can specify which objects are selected by default.

Clicking on the first line of each search result opens the record for editing.

  • By default, users drill down on the record name, but you can specify a different field as the title.

  • You can also specify which fields display in the two lines below the title in each search result.

Global search results display

Salespeople can personalize their global searches by clicking Personalize. See the topic Configure Global Search and Result UIs to learn how to make changes in the default behavior.

How It Works What You Can Change

Salespeople can specify which objects are included in search results and in which order.

  • You can specify which objects are available for selection and which are enabled by default.

  • You can disable personalization of search categories.

Salespeople can specify which autosuggest groups show up and in which order when they click in the global search box.

  • You can specify which autosuggest groups are available for display and which are enabled by default.

  • You can disable personalization of autosuggest groups.

Here's the Search Categories tab salespeople can use to select which objects (categories) are included in search results. Changing the order of results isn't supported.

Search categories

Salespeople can control which Autosuggest Groups tab makes it possible to control the suggestions you get when you first click in the global search.

Autosuggest Groups

You can specify which of the objects you enabled for Adaptive Search are searchable in Global Search and how the search results are displayed.

Each search result, includes:

  • A title that provides the link that users click to drill down into the record. By default, the name of the record is the title, but you can choose a different field.

  • Two lines displaying fields you specify

Here is a screenshot showing the results of an account search:

Sample Global Search results
  1. In the Setup and Maintenance work area, open the Configure Adaptive Search task:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Show: All Tasks

    • Task: Configure Adaptive Search

  2. In the Configure Adaptive Search page, click the Configure Global Search tab in the left-side of the page (callout 1 in the screenshot).

    Configure Adaptive Search page, Configure Global
Search tab
  1. Configure each object you enabled for Adaptive Search:

    1. Click the object link in the Objects column on the left (callout 2).

    2. You can prevent users from using Global Search to search the object by deselecting the Display in UI option (callout 3). By default, users can search all objects you enabled for Adaptive Search.

    3. By default, users click on the record name link in the search results to drill into a record, but you can select a different field. To change the drill-down link, click Title (the pencil icon, callout 4) and select the alternate field.

    4. Click the Line 1 edit button and select the fields you want to display in the first line under the title.

    5. Click the Line 2 edit button and select the fields you want to display in the second line.

    6. Click Save.

  2. When you complete configuring all the objects, click Save and Close.

Configure Global Search UIs

Optionally, you can configure the behavior of global search UIs. For example, you can specify which suggestions display automatically when users click in the search field and which objects display in search results. You can create different configurations for different application pages.

Tip: If you already made a copy of the new OSC Default Global Search Configuration, then you can edit that copy and make your changes there. You don't need to create a second copy.

Duplicate the Default Configuration Provided by Oracle

You can't make changes to the Global Search configuration provided by Oracle. You must copy the Oracle configuration and edit that copy instead. If you already created a copy, you can skip this step.

  1. Click Navigator > My Enterprise > Setup and Maintenance.

  2. In the Setup and Maintenance work area, open the Manage Global Search Configurations task:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Show: All Tasks

    • Task: Manage Global Search Configurations

  3. On the Manage Global Search Configurations page, select the configuration with the OSC short name and Default Global Search Configuration name.

  4. Click Duplicate (the document icon).

  5. In the Short Name field, enter an alphanumeric code with uppercase letters and no spaces.

  6. Enter a name for your configuration in Display Name.

  7. Select CRM as the product family and module.

  8. Leave the Default option deselected for now. You select this option as a last step.

    Manage Global Search Configurations page.
  9. Click Save and Close.

  10. Open the Manage Global Search Configurations page again.

  11. Click the name link for the configuration you created.

    Screenshot of the top section of the Edit Global
Search Configuration page
  12. Use the tabs to define your configuration:

    • Autosuggest: Determine what's available to users in the global search autosuggest, as well as how autosuggest looks and behaves.

    • Search Field: Control the Search field in the global header and in the search results dialog box.

    • Search Results: Specify if salespeople can personalize the filters used in their searches

    • Pages: Specify where you want your configuration to apply.

Define Which Groups of Suggestions Users See

  1. While editing the global search configuration you created, click the Autosuggest tab.

    Autosuggest tab
  2. Skip setup of Synonyms as they don't apply to Sales.

  3. Keep the Enable personalization of search groups option selected unless you want to prevent users from personalizing suggestion groups.

  4. In the Suggestion Groups section:

    • Move the Saved Searches group (callout 2), and any other unwanted suggestion groups, to the Available Groups column. This action removes them from use. Saved searches can't be used with Global Search.

    • You can remove a suggestion group from being displayed by default by setting Enable to No. Users can still enable the group when they personalized their global search.

    • You can change the order the suggestion groups are presented to users.

    • You can change the suggestion group headings.

      1. Click Manage Suggestion Groups.

      2. Duplicate an existing group and edit your copy.

      3. Click Refresh.

      4. Swap your copy for the original.

  5. You can turn the suggestion group headings off in the Appearance section (callout 3).

  6. You can change suggestion behavior (callout 4):

    • Show Top Suggestions: Enable this option to display suggestions in autosuggest as soon as the user clicks in the search field, even without entering a search term. For example, the last few pages the user opened would appear as suggestions in the Recent Items group.

    • Minimum Characters for Autosuggest: Enter the number of characters that users must enter in the search field before matching suggestions appear in autosuggest.

    • Maximum Number of Suggestions: Enter the maximum number of suggestions to be displayed across all suggestion groups. This total is distributed as equally as possible among the groups.

Configure the Global Search Field

Here are the main configurations for the global search box field:

  • You can change the minimum and maximum number of characters required for search.

  • You can specify a different word to appear in the Global Search box instead of "Search".

Search Field tab

Configure How Salespeople Can Use Filters

  • In the Saved Search and Recent Search section, you can disable the display of recent searches by deselecting Enable recent searches. Saved searches aren't available in global search.

  • In the Filters section:

    • Keep Enable personalization of search categories selected unless you want to prevent users from specifying which objects they see in the search results. You determine the objects that show up as filters in global search while setting up Adaptive Search (see the topic Configure Global Search Scope and Display of Search Results).

    • Enable clear all filters: Allow users to clear all filters by clicking the Clear All Filters button in search results.

    • Show applied filters: Show all the filters that have been applied

  • The Search Categories section and the rest of the sections on this tab don't apply to CX Sales.

Specify the Sales Pages Where Your Configuration Applies and Complete the Configuration

Entering the application pages is a one-time setup. If you're editing a configuration you created, then you don't need to reenter the page codes again. You can skip this step.

  1. Enter codes (view IDs) for the applications or pages where you want your configuration to apply. Here are the entries for CX Sales:

    View Type View ID

    Application

    CRMPerformanceApp%

    Application

    ORA_CRM_SERVICESAPP%

    Application

    ORA_CRM_UIAPP%

    Application

    ORA_SERVICEAPP%

    Application

    SalesApp%

    You can obtain other codes in Setup and Maintenance, using the Manage Taxonomy Hierarchy task as described the linked topic: Specify the Pages or Applications That a Global Search Configuration Applies To.

  2. At the top of the page, select the Default option.

  3. Click Save and Close.

  4. Clear your browser cache and navigate to any of the sales pages to test your configuration.

Work Area Search

Overview of Work Area Search Setup

The topics in this section help you maintain and optimize individual work area searches.

Enable Work Area Search

If you ran Setup Assistant as described in the Getting Started with Your Sales Implementation guide. If you didn't use Setup Assistant, or if you need to index search objects at intervals that are different from the default intervals implemented by Oracle, then complete the setup tasks outlined in the following table to enable the two searches.

Step Description Setup Where to Get More Information

1

Schedule the following processes to run periodically:

  • Synchronize CRM Search Indexes

    Oracle recommends that you set this process, which builds the search index, to run every five minutes.

  • Optimize CRM Search Indexes

    This process prevents index fragmentation and degradation in search performance. Oracle recommends that you run this process weekly.

You can schedule both process to run at the recommended intervals with the click of a button using the Schedule Work Area Search Process quick setup task for the Sales Foundation functional area.

If you require different intervals, then you must separately schedule these processes from the Scheduled Processes work area.

See the topic: Schedule Work Area Search Processes

2

Deactivate search on any application objects you don't use.

Deactivating objects removes them from the global search UI and preserves system resources.

By default, Oracle enables global search for all searchable objects and schedules these objects to be indexed daily on a staggered schedule.

Use the Manage Search View Objects task in the Setup and Maintenance work area to deactivate the objects you don't use.

See the topic: Deactivate Global Search on Application Objects You Don't Use

3

Configure the saved searches (lists) your sales organization uses in the different work areas. You can create saved searches for your organization as a whole or for select job roles and hide those supplied by Oracle. You can also specify which saved search appears by default when a salesperson navigates to a specific work area.

The saved searches you configure for work areas are specific to the individual work areas. They can't be used in Workspace or as filters in actionable infolets.

In a sandbox with Page Composer, configure the saved search configuration you need for each of the work areas. You must publish the sandbox to make the saved search changes available to others.

See the topic Configure Work Area Lists

Enable Alphabetic Sort in Work Area Lists

You can enable automatic alphabetic sort of records displayed in Account, Contact, and Household work area lists by setting these system profile options to Yes. Because sort may affect application performance with large data sets, it's disabled by default.

Profile Option Name Profile Option Code

Sort Account Name

ZCA_LM_ACCOUNT_SORT

Sort Contact Name

ZCA_LM_CONTACT_SORT

Sort Household Name

ZCA_LM_HOUSEHOLD_SORT

Setting the Profile Options

To enable automatic alphabetic sort of the lists in the Account, Contact, and Household work areas, set the system profile option as follows:

  1. Navigate to the Setup and Maintenance work area, and use the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. Search for one of the profile options by name or by code.

    The application displays the profile option information.

  3. In the Profile Values section, select Yes from the Profile Value list.

  4. Click Save and Close.

You must run two processes to enable work area searches:

Process Name Description Recommended Interval

Synchronize CRM Search Indexes

Creates and maintains the search index.

Every five minutes

Optimize CRM Search Indexes

Optimizes the index. (The index can get fragmented over time.)

Weekly

These two processes automatically run at the recommended intervals when you use either of the following

  • Setup Assistant

    Setup Assistant runs these processes without any prompting from you.

  • Schedule Work Area Search Processes page

    This Quick Setup page is available in the Sales offering, Sales Foundation functional area. You run both processes by clicking Submit.

Here's how to run the processes at different intervals:

  1. Click Navigator > Tools > Scheduled Processes.

  2. On the Schedule Process window, click Schedule New Process.

  3. In the Schedule New Process window, make sure the Job option is selected.

  4. Enter the name of one of the processes in the Name field and click OK.

  5. On the Process Details window, click Advanced.

  6. On the Schedule tab, select the Using a schedule option.

  7. Select a frequency.

  8. Enter an end date in the far future.

  9. Click Submit.

Modify Work Area Search Behavior

You can modify work area search behavior by setting the profile options listed in the following table.

Profile Option Code Description Default Value

ZCA_MIN_SEARCH_CHARACTER

Sets the minimum number of characters required for searching in the work area searches. If your data volume is low, you can decrease the minimum number of characters required for search to one. If performance is an issue, you can improve search performance by increasing the minimum number of characters required for search to three.

2

ZCA_MAX_NUMBER_OF_SUGGESTIONS_TO_SHOW

Controls the number of suggestions that are displayed in the autosuggest window in both global search and work area search.

15

ZCA_LM_FIND_USE_STARTSWITH

Setting this profile to Yes, substitutes the Starts With operator for searches in the work areas. This setting requires users to enter the first characters of the name of the object they're searching for.

The default Contains operator makes it possible to search for the keywords within the name, including at the beginning, middle, or end of the name.

If you set this profile to Yes, then the application ignores the setting of profile Include Similar Results in Searches (ZCA_LM_FUZZY_SEARCH). Results with similar spellings are never shown.

N

FND_PURGE_RECENT_ITEMS

The number of days a search remains available as a suggestion in the recent items list. For example, the default value of 60 days means that when you start typing the name of an object in a work area search, the recent items list displays any matching items you searched on within the last 60 days.

60

ZCA_MIN_CHARS_NEW_SUGGESTIONS

The minimum number of characters that must be typed before recent items suggestions are triggered.

3

Set the Profile Options

To set the system profile options, do the following:

  1. Navigate to the Setup and Maintenance work area, and use the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. In the Search: Profile Option region, Profile Option Code field, enter the code.

  3. Click Search.

    The application displays the profile option information.

  4. Make your changes.

  5. Click Save and Close.

Change Record Set Values

You can change the values that appear in the Record Set field list. Each record set value restricts a search to a subset of records. If a value doesn't apply to your implementation, for example, then you can remove the value from the list by entering an end-date. If you don't use sales teams or sales territories, then you can remove all of the values that restrict the search by sales team or by territory.

Changing Record Set Lookup Values

  1. Navigate to the Setup and Maintenance work area, and use the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Standard Lookups

  2. In the Meaning field, enter %Record Set%.

  3. Click Search.

    The page displays a list of the lookup types for search filter record sets for the different sales objects. Here's a screenshot of the Manage Standard Lookups page showing some of the search results.

    Partial screen capture showing some of the search
filter record set lookup types listed in the Search Results: Lead
Search Filter Record Sets, Sales Campaign Search Filter Record Sets,
and Opportunity Search Filter Record Sets.
  4. Select the lookup type you want to change in the search results.

  5. You can edit the values in the Lookup Codes region. You must scroll down.

    Here's a screenshot of the Lookup Codes region of the Manage Standard Lookups page for the Lead Search Filter Record Sets lookup type.

    Lookup Codes region of the Manage Standard Lookups
page for the Lead Search Filter Record Sets lookup type showing some
of the lookup codes and values.

    You can perform one or more of the following edits, depending on the lookup type:

    • Change the wording the user sees in the list by editing the Meaning field.

      Changing the meaning doesn't affect application functionality.

    • Remove a value from use by entering an end date.

    • Change the display sequence.

  6. Click Save and Close.

Disable Rolling-Time Operators for Searches

You can use rolling-time operators, such as today, this week, and this month, as filters in work area searches. Searching for all the opportunities created this month, for example, returns all of the opportunities created in the current calendar month. The rolling-time operators use the time zone of the signed-in user for the calculation. You can disable any of the operators by editing the lookup type ORA_ZCA_ROLLING_TIME (Rolling Time Values for Work Area Searches).

The predefined rolling-time operators include:

  • Yesterday

  • Today

  • Tomorrow

  • Last Week

  • This Week

  • Next Week

  • Last Month

  • This Month

  • Next Month

Use the following steps to disable any of the values:

  1. Navigate to the Setup and Maintenance work area, and use the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Standard Lookups

  2. In the Lookup Type field, enter ORA_ZCA_ROLLING_TIME.

  3. Click Search.

  4. You can disable any of the rolling-time values, by enter an end date or deselecting the Enabled option.

  5. Save your changes.

Disable the Display of Search Results with Similar Spellings

By default the application displays records with similar spellings in the different work area search results. For example, if you are searching for accounts using the word software, then the application first displays the account names that contain that word, such as Compucon Software and Forte Software Inc, followed by names with similar spellings, such as Softgear Inc. You can disable the display of results with similar spellings in work area searches by setting the system profile option Include Similar Results in Searches to No.

Note: The application displays similar spellings in search results only if you are using the default contains search operator. If you set the system profile option Use Starts With Operator (ZCA_LM_FIND_USE_STARTSWITH) to Yes, then similar spellings are never shown in search results regardless of the setting of the system profile option Include Similar Results in Searches.

To disable the display of similar spellings in search results, do the following:

  1. Navigate to the Setup and Maintenance work area, and use the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. In the Search: Profile Option region, Profile Display Name field, enter Include Similar Results in Searches.

  3. Click Search.

    The application displays the profile option information.

  4. In the ZCA_LM_FUZZY_SEARCH: Profile Values section, select No from the Profile Value list.

  5. Click Save and Close.

Enable Additional Search Operators for Text and List Field Searches

You can enable additional operators (Is Blank, Is Not Blank, and Does Not Equal) for searches in text fields and fields validated by lists of values. For example, selecting the Is Blank operator, makes it possible for salespeople to search for records missing values. These operators aren't available by default because their use can affect search performance. You can make these operators available on mandatory standard and custom fields, by setting one or both of the following two system profile options to Yes:

  • Enable Additional Search Operators for Text Fields (ZCA_ENABLE_ADDITIONAL_TEXT_OPERATORS) enables the Is Blank and Is Not Blank operators in text field searches.

  • 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 in fields validated by lists of values (both fixed choice and dynamic choice list fields).

Here's how to display the additional operators:

  1. Navigate to the Setup and Maintenance work area, and use the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. In the Search: Profile Option region, Profile Display Name field, enter Enable Additional Search Operators%.

  3. Click Search.

    The application displays information for the two system profile options.

  4. Select the name of the system profile option you want to enable.

  5. In the Profile Values section, select Yes from the Profile Value list.

  6. Click Save and Close.

Configure Work Area Lists

Here are some procedures you can use to configure work area lists, also called saved searches. You can create lists to replace those supplied by Oracle and you can make your lists available to all users or target users with specific job roles. You can also specify which list appears by default when salespeople open a work area.

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 Assigning Yourself an Additional Job Role.

Here's an overview of the steps to configure work area lists:

  1. Get ready by entering a sandbox with Page Composer.

  2. Navigate to the work area landing page you want to configure and open Page Composer.

  3. Make your modifications:

    • Create your own list.

    • Hide lists provided by Oracle.

    • Delete any of the lists you created.

    • Make a different list appear by default when salespeople open the work area.

  4. Publish the sandbox to make your changes available to users.

Get Ready to Configure Work Area Lists

  1. Create and enter a sandbox with Page Composer as the tool. Other tools don't allow you to make 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 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.

  2. Navigate to the work area you want to modify.

  3. Open Page Composer by selecting the tool from the Tools menu in the sandbox bar at the top of the page.

Create a List

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

  1. In the work area landing pad, click Show Advanced Search next to the List field.

  2. 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 custom 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.
  3. 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 a custom field to your search, then the field must be indexed for best search performance.
    • Select 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 are not 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.

  4. You can test your search by clicking Search.

  5. When you're satisfied with the results, click Save.

  6. In the Create Saved Search window, enter a new name for the saved search.

    You can't reuse the names of the saved searches provided by Oracle with the application.

  7. Make sure the Run Automatically option remains selected. Selecting this option runs the query each time you select the list in the UI.

  8. 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.
  9. Click OK to return to the work area landing page.

Hide a Saved Search Provided by Oracle

You can't delete a search provided by Oracle, but you can hide it. Here's how. If you want to hide a saved search that's designated as the default search, then you must first designate a different list as the default.

  1. In the work area list page, click Show Advanced Search next to the List field.

  2. From the Advanced Search panel Saved Search list, select a saved search that's different from the one you want to hide.

  3. Now select Personalize.

  4. In the Personalized Saved Searches window, select the saved search you want to hide.

  5. Deselect the Show in Search List option.

  6. Click OK.

    A saved search supplied by Oracle remains available for future use but doesn't display in the work area. You can restore the saved search to the list in the future by selecting the Show in Search List option.

Delete a Saved Search You Created

You can delete searches that you or other administrators created.

Note: If you delete a saved search specified as the default, then no list displays when users navigate to the work area.
  1. In the work area landing pad, click Show Advanced Search next to the List field.

  2. In the Advanced Search panel Saved Search list, select a saved search you want to delete.

  3. Now select Personalize.

    The Personalize Saved Searches window Saved Searches list displays the name of the saved search you're about to delete.

  4. Click Delete.

  5. Click OK.

Save Your Work and Publish the Sandbox

  1. When you're done making your changes, you must save them by clicking Close in the Page Composer toolbar.

  2. Publish the sandbox by clicking the sandbox name and selecting Publish.

Search in Subtabs

Configure Default Search in Subtabs

You can specify what information displays by default in all of the standard application subtabs with the exception of Service Requests and Installed Base Assets tabs. When salespeople open a subtab, they see a list of records based on the default search criteria that you set.

For example, when salespeople open the Opportunity subtab on an account, they see a list of all open opportunities they have the permission to view. As an administrator, you can change the default search criteria that generate the list. For opportunities, you can add Sales Stage as a filter, to narrow down the list, for example. Here's a screenshot of the Opportunity subtab with the additional Sales Stage filter.

Screenshot of the Opportunity subtab showing the
addition of the Sales Stage field as a filter

Salespeople can change the default search value, but they can't change the default search field. However, they can refine their search by adding additional search fields and values at runtime. Adding a default search filter to a subtab is optional. If you skip this step, then search fields aren't automatically added to the subtab, but users can still see the search region and perform their desired search.

For tabs that are common to objects such as contacts, set the default search criteria or operator for only one object. The criteria is set for all the objects where that tab is displayed. If you decide to set different criteria for the same subtab on different objects, then the last saved change is reflected at runtime. In other words, it's not possible to have different search criteria for a subtab that's shared across objects.

Note: You can select only one default search filter for each subtab. When adding a default search filter to standard subtabs, the search filter applies to all existing details page layouts with this subtab. Let's say you add a search filter to the Lead subtab on an Opportunity details page layout. This means that the same search filter is added to the Lead subtab on an Account details page layout.

The procedure to add a default search filter field, operator, and value is the same for all objects such as, accounts, leads, and opportunities. Here's an example procedure for the Contacts subtab search on the Edit Lead page.

  1. Ensure you're in an active sandbox

  2. Click Navigator > Configuration > Application Composer.

  3. In the Objects navigation tree, expand Standard Objects, expand Sales Lead, and click Pages.

  4. Ensure that the Application Pages tab is selected.

  5. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.

  6. Type a new layout name and click Save and Edit.

    The Details Layout page appears.

  7. In the Subtabs Region, highlight Contacts and click the pencil icon.

  8. From the Configure Detail Form page region, go to the Configure Summary Table: Search Region.

  9. Select the default search filter to apply to the Contacts subtab.

    You can select from a list of both standard and custom Contact fields. Note that you can't pick dynamic choice list fields, set ID-based fixed choice list fields, and any fields that aren't searchable. Also, if the subtab was added based on a many-to-many (M:M) relationship, then you can select from only those intersection object fields that are already displayed on the subtab.

    For example, you want to create a search filter to search for all contacts that have a job title of sales manager. Select Job Title from the drop-down list and select Equals as the operator and enter Sales Manager.

  10. Click Done and ensure that the layout status for your Contacts subtab layout is set to Active.

  11. Test the changes: Navigate to Sales > Leads as a user with access to the leads pages. Edit a lead and confirm that the data that displays on the Contacts subtab includes only contacts with a job title of sales manager.

  12. Publish the sandbox.

Overview of Configuring Resource Search

You can configure resource search according to your business needs. You can:

  • Create dynamic, role-based picker layouts

  • Show or hide standard fields for search

  • Show or hide results sections

  • Re-arrange fields in the search and result sections

  • Define default values for search fields

  • Mark certain fields as required or read-only

Salespeople can use the resource search tools you have configured to search and associate other resources with the relevant business objects. Salespeople can search using the custom fields and view custom fields in the search results, allowing them to find and select the right resource records.

You can also configure custom dynamic choice lists for the Resource object that are similar to the predefined search tools.

Note: Prior to Oracle Cloud Applications Release 13, Update 18C, different styles of resource search tools existed across different sales object flows. From Update 18C, there is a single, unified search tool for the Resource object, which you can configure, although specific capabilities might differ. For example, auto-suggest isn't supported in resource search criteria for the organization field.

For procedures detailing how to extend the search, see the Configuring Applications Using Application Composer guide.

Configure Resource Search

You can configure resource search, enabling users to search and associate a resource as an owner or a team member to a business object, such as account, contact and opportunity.

Setting up the resource search involves:

  • Creating a dynamic page layout for the resource object

  • Configuring the resource picker

Creating a Dynamic Page Layout for the Resource Object

To create a dynamic page layout for the resource object:

  1. Ensure that you're working in an active sandbox.

  2. Navigate to Application Composer.

  3. Under the Objects navigation tree, expand the tree structure for the Resource object.

  4. Click the Pages node.

  5. Select the Application Pages tab.

  6. In the Search and Select Dialog Layouts region, create a custom layout.

  7. Click the link for the custom layout name you created and set up the fields.

    • To set up the fields in the search region:

      1. Click the edit icon next to Search Region.

      2. In the Configure Search Region area, select the fields that should appear in the search region. Optionally, you can set the default operator for the fields in the search region and set the fields as required.

      3. Click Save and Close.

    • To set up the fields in the search results:

      1. Click the edit icon next to Search Results.

      2. In the Configure Detail Form area, select the fields that should appear in the search results.

      3. Click Save and Close.

    • Test the changes and publish the sandbox according to your company's business practices.

Configuring the Resource Picker

To configure the resource picker:

  1. Ensure that you're working in an active sandbox.

  2. Navigate to Application Composer.

  3. Under the Objects navigation tree, expand the tree structure for the required object, such as Account.

  4. Click the Pages node.

  5. Select the Application Pages tab.

  6. In the Details Page Layouts region, navigate to the link for your custom layout if it already exists, otherwise create a new custom layout.

  7. Click the link for the custom layout name.

  8. In the Subtabs Region, click the required subtab, such as Profile, and click the edit icon next to Summary.

  9. In the Configure Detail Form region, click the edit icon next to the Owner field or any custom dynamic choice list field you have added.

  10. Based on your requirements, you can set the default value for the fields. You can also set the fields as read-only.

  11. Click OK.

  12. Click Save and Close.

  13. Test the changes and publish the sandbox according to your company's business practices.