1. Using Sales
  2. Get Started with Search in Workspace and Work Areas

Get Started with Search in Workspace and Work Areas

Both Workspace and the work areas targeted at individual business objects now provide the same superior search experience enabled by the high-performance Adaptive Search engine.

Workspace makes it possible for you to work on all the business objects within a single, unified work area. The work areas handle one at a time. You automatically get the same improved Workspace functionality in the Accounts, Contacts, Leads, Opportunities, and other work areas if you're a new customer. If you're an existing customer, your sales administrator must opt in to the new feature Default Navigation to Workspace.

Saved searches are saved search criteria that generate the list of results as soon as you select them. When you open Workspace or one of the new work areas, you see a list or records generated from the saved search specified as your default saved search. Your administrator assigns the default for your role, but you can choose your own personal default as well.

To list all the records you can view, select the saved search with "All" in the name, such as "All Accounts" and "All Opportunities". If you don't see the item you're looking for or the list is too long for you to scroll through, you can search for the item in the list using the Search box. All search terms returned are highlighted in bold font in the search results.

Enter complete words as search terms or use the star (*) to indicate missing characters. Searches in Workspace and the new work areas search across multiple fields, including fields from different business objects. So, searching on the word main, might return Main Plumbing and Oracle on Main Street.

In the Search box, you can also:

  • Take advantage of the enhanced autocomplete feature in the search box to help you add and apply filters to the results. Autocomplete reduces the number of clicks and let you filter results without opening the Show Filters pane.

  • Narrow down searches by using quotes on multiple words.

    Searching on "main plumbing" instead of main narrows down your search.

  • Use the preferred operators + (plus symbol), | (pipe symbol) and - (minus symbol) in place of the boolean operators AND, OR and NOT respectively. For example, entering + Oracle -"Redwood" returns Oracle locations not in Redwood city.
    Note: If you don't specify any operator and use a space, then it's considered as an implicit AND and there's no need to add the + sign. For example, entering "Oracle Redwood" will get back results having both Oracle and Redwood keywords in them. So Oracle Redwood will give the same results as "Oracle + Redwood"

  • Use the Between operator for a date field. You're prompted to enter a specific date range for the search, such as between 1/3/2021 and 1/5/2021. Workspace search returns all records for January 03 2021 to January 04 2021, but it doesn't return records for 05 January 2021. This is because Workspace considers the given filter values between 03-01-2021 12 AM and 05-01-2021 12 AM.

Remember that your search is restricted to the records within the saved search you selected.

Business Objects Covered by Workspace and the New Work Areas

Here are the objects covered by Workspace and the new work areas powered by Adaptive Search. Which work areas and objects you use in your application is specified at setup.

Where Adaptive Search is Available

Business Object Workspace Work Areas Powered by Adaptive Search

Accounts

 Yes Yes

Activities

 Yes Yes

Assets

 Yes Yes

Campaigns

 Yes Yes
Competitor Yes
Note: This unique object doesn't have a list page of its own in Workspace.
 No

Contacts

 Yes Yes

Deal Registrations

 Yes Yes

Leads

 Yes Yes

Opportunities

 Yes Yes

Partners

 Yes Yes

Partner Contacts

 Yes No

Quotes and Orders

 Yes Yes

Quote and Order Lines

 Yes No

Revenue Lines

 Yes No

Service Requests

 Yes No

Territories

 Yes Yes
Note: Not all the objects are sales objects. Partners and Partner Contacts are only pertinent for Partner Relationship Management. HR Help Desk Request, Installed Base Asset, Internal Service Request, and Service Request are specific to Fusion Service. You can also access and manage any custom objects or child objects that your administrator created in Application Composer.
Note: Many customers run their applications and Oracle Databases in their own data centers on Oracle Cloud@Customer. Currently, Cloud@Customer and U.S. government pods don't support Adaptive search.