How can I create saved searches with just one custom field?

You can create a saved search using a single custom field by editing one of the two single-field saved searches provided by Oracle: Name and Close Date. For opportunities and leads, use the Close Date list.

For all other objects, including accounts, use the Name list, for example, the Account Name list or the Contact Name list. You can only create a new search by editing an existing saved search and you can't delete any of the existing fields. However, you can leave the value of some fields blank, effectively enabling you to search using one custom field. For best search performance, you must index the custom fields used in the search.

Here's an example of how to create a saved search for a particular value of an account custom field:

  1. On the Accounts work area landing page, click Show Advanced Search (the filter icon).

  2. In the Advanced Search panel on the left side of the page, select Account Name from the Saved Search list.

  3. Click Add and select the custom field.

  4. Enter a value in the custom field.

  5. Click Save.

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

  7. If you want the new search to become the default, select the Set as Default option.

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

  9. Click OK.