Setting search criteria in inbox

Hi All,
I am using CRM-5.0 as back end. And I have some requirement in IC WebClient. I am trying to put some a default search criteria in inbox setting. So that after confirming the account I can get a list of all the interation records for that particular account. Please help me to do the same.
Regards
Indranil Datta.

Yeah I know your requirement is to directly display all the interaction records without any extra manual action.But this solution has a manual action of going to Inbox,selecting the quick search and then listing all the interaction records.
One more thing..I hope you have interaction record enabled as default transaction.Also u have a link to interaction in your navigation bar on left.
So when u confirm the client or the customer through Identify customer and then click on Interaction record,I remembered it displaying all the previous interactions of that client(in the last interactions).
Also u can enable interaction history link which will display all the interactions of that client.
But again u have to have some manual clicks.
So these are kind of alternative I would provide functionally.
But if this also not solves your problem.Then u need to customize it I guess.
Message was edited by:
Amol Guttal

Similar Messages

I have set up two users, one for myself and one for children. The computer automatically logs in for the children with no password required. When the children go to spotlight and type in a search criteria all of my files show up. How do I prevent this?

I have set up two users, one for myself and one for children. The computer automatically logs in for the children with no password required. When the children go to spotlight and type in a search criteria all of my files show and open up. How do I prevent this?

Log in to your account, and move all your files to your home folder. No other users should be able to access them there and they won't show up with a Spotlight search.
Make sure your kids' account(s) do not have admin privileges.

ADF 11g - Query Component - How to set default values for search criteria

I have defined a VO with named query (with 2 search criteria). I created a page and drop a query with table. It works just fine until this point. My requirement is to set a default values for the two search criteria. For example, I have release and category criteria where they are set to use a drop down. I would like to default the values for the drop down when the page is shown up the first time and query the result right away. Is there a way declaratively or I have to create a custom query?
Thanks.

I figured this out. Thanks.

Setting Default Values in Search Criteria for COSTCENTER

Hi ALL,
I need Help for setting default values in search criteria for COST CENTER.
Basically the issue is when creating a Shopping Cart, i need to assign a COST CENTER at Item level under COST ASSIGNMENT Tab.
While searching the cost center i need to default the following fields in my search criteria based on the Login User :
1. Controlling Area,
2. Language Key.
Please suggest some solution.
Thanks & Best Regards,
Surya

Hi Vani,
Sorry for the delay reply and Thanks a Lot for your timely support......I would like confirm once again is the name of the BADI is <b>bbp_f4_read_on_exit</b> or <b>bbp_f4_read_on_entry</b>. In this BADI i've not found a method to default Controlling Area. Can you please suggest me which method i can use.
Thanks & Regards,
Surya

How can we access the value set to a search criteria's attribute

Hi guys,
Is there any way to access the value which was set to a search criteria's attribute programmatically in the backing bean?
Regards !
Sameera

Check sample 85 from the adf code corner sampleshttp://www.oracle.com/technetwork/developer-tools/adf/learnmore/85-querycomponent-fieldvalidation-427197.pdf
Frank shows how to access the variables.
Timo

Unable to create Table Bean advanced search criteria

Hi,
I want to create new search criteria for advanced search region. The reason being new search criteria i tried to add by personalization it didnt worked may be guessing construction mode is autocustomization mode. Somewhere i have seen if resultsbased it will work. Can someone confirm on this??
I'm trying to create new bean for search criteria at the specified location under <oa:table akRegionCode="EAM_AD_ASSET_RESULTS_TABLE" but unable to do so:
Here is the part of the page
<?xml version = '1.0' encoding = 'UTF-8'?>

<page xmlns="http://xmlns.oracle.com/jrad" xmlns:ui="http://xmlns.oracle.com/uix/ui" xmlns:oa="http://xmlns.oracle.com/oa" xmlns:user="http://xmlns.oracle.com/jrad/user" file-version="$Header: EAM_AD_ADVSEARCH_PAGE.xml 120.18.12010000.3 2009/02/11 09:21:55 smrsharm ship $" version="10.1.3_1147" xml:lang="en-US" xmlns:jrad="http://xmlns.oracle.com/jrad">
<content>
<oa:pageLayout id="EAM_AD_ADVSEARCH_PAGE" akRegionCode="EAM_AD_ADVSEARCH_PAGE" regionName="Asset Search" amDefName="oracle.apps.eam.asset.server.AdvSearchAM" controllerClass="oracle.apps.eam.asset.webui.AdvSearchPageCO" appMenu="EAM_MAIN_SS" amStateRequired="false" helpTarget="EAM_AD_ADVSEARCH_PAGE">
<ui:corporateBranding>
<oa:image id="corporateBranding" source="/OA_MEDIA/FNDSSCORP.gif" shortDesc="Oracle"/>
</ui:corporateBranding>
<ui:productBranding>
<oa:image id="productBranding" source="/OA_MEDIA/EAMBRAND.gif" shortDesc="Asset Management"/>
</ui:productBranding>
<ui:contents>
<oa:query id="EamAssetQueryRegion" mode="autoCustomizationCriteria" dispSimple="true" dispCustomized="true" dispAdvanced="true" defaultPanel="customized" controllerClass="oracle.apps.eam.asset.webui.AdvSearchSearchCO" simpleSearchPanelButtonLabel="Simple Search" viewConfPanelButtonLabel="Views" advSearchPanelButtonLabel="Advanced Search" customizePanelTitle="Views" saveSearchButtonText="Save Search">
<oa:simpleSearchPanel>
<oa:defaultSingleColumn id="AssetSimpleSearchRegion" headerDisabled="false" text="Simple Search">
<ui:contents>
<oa:messageTextInput readOnly="false" columns="25" prompt="Asset Number" rows="1" secret="false" maximumLength="30" shortDesc="Asset Serial Number" id="EamAssetNumber" promptTranslationExpansion="100%" user:akAttributeCode="EAM_ASSET_NUMBER" user:akAttributeApplicationId="426" required="no" selectiveSearchCriteria="true"/>
<oa:messageLovInput externalListOfValues="/oracle/apps/eam/lov/webui/EAM_ASSET_CATEGORY_LOV" readOnly="false" columns="25" prompt="Category" rows="1" secret="false" id="EamAssetCategory" promptTranslationExpansion="100%" user:akAttributeCode="EAM_ASSET_CATEGORY" user:akAttributeApplicationId="426" selectiveSearchCriteria="true" shortDesc="Category">
<lovMappings>
<lovMap criteriaFrom="EamAssetCategory" lovItem="EamAssetCategory" id="lovMap1"/>
<lovMap resultTo="EamAssetCategory" lovItem="EamAssetCategory" id="lovMap2"/>
<lovMap id="lovMap39" lovItem="EamAssetCategoryId" resultTo="EamAssetCategoryId"/>
</lovMappings>
</oa:messageLovInput>
<oa:messageChoice readOnly="false" prompt="Asset Route" pickListViewDef="oracle.apps.eam.asset.server.PicklistYesNoVO" pickListDispAttr="Meaning" pickListValAttr="LookupCode" id="EamNetworkAsset" promptTranslationExpansion="100%" user:akAttributeCode="EAM_NETWORK_ASSET" user:akAttributeApplicationId="426" shortDesc="Asset Route" allowBlankValue="false" defaultValue="N"/>
<oa:formValue id="EamAssetCategoryId" dataType="NUMBER"/>
</ui:contents>
</oa:defaultSingleColumn>
</oa:simpleSearchPanel>
<oa:simpleSearchMappings>
<oa:queryCriteriaMap id="AssetNumberMapSS" criteriaItem="EamAssetNumber" resultsItem="AssetNumber1"/>
<oa:queryCriteriaMap id="AssetCategoryMapSS" criteriaItem="EamAssetCategory" resultsItem="AssetCategory1"/>
<oa:queryCriteriaMap id="AssetRouteMapSS" criteriaItem="EamNetworkAsset" resultsItem="AssetRoute"/>
<oa:queryCriteriaMap id="AssetCategoryIdMapSS" criteriaItem="EamAssetCategoryId" resultsItem="AssetCategoryId"/>
</oa:simpleSearchMappings>
<ui:contents>
<oa:tableLayout akRegionCode="EAM_AD_ADVSEARCH_RESULTS" regionName="Results" controllerClass="oracle.apps.eam.asset.webui.AssetResultsCO" addChildren="true" id="EamResultsNr" user:akAttributeCode="EAM_RESULTS_NR" user:akAttributeApplicationId="426">
<ui:contents>
<oa:tableLayout id="ResultsTableLayout2" width="100%" rendered="true">
<ui:contents>
<oa:rowLayout id="RowLayoutRegion2">
<ui:contents>
<oa:cellFormat id="CellFormatRegion2">
<ui:contents>
<oa:switcher id="MappedTableRegion">
<ui:case name="ShowTable" id="ShowTable">
<oa:table akRegionCode="EAM_AD_ASSET_RESULTS_TABLE" regionName="Asset Search" blockSize="25" standalone="true" height="1" id="MappedTable" user:akAttributeCode="EAM_RESULTS_NR" user:akAttributeApplicationId="426" width="100%" rendered="true" userCustomizable="true" shortDesc="Mapped Table">
<ui:contents>
<oa:messageStyledText id="AssetNumber1" viewName="AdvSearchVO" viewAttr="InstanceNumber" shortDesc="Serial Number" prompt="Asset Number"/>
<oa:messageStyledText id="AssetDescription1" viewName="AdvSearchVO" viewAttr="DescriptiveText" shortDesc="Asset Description" prompt="Asset Description"/>
<oa:messageStyledText id="AssetCategory1" viewName="AdvSearchVO" viewAttr="AssetCategory" shortDesc="Asset Category" prompt="Asset Category"/>
I tried several ways :
OAPageLayoutBean pageLayout = oapagecontext.getPageLayoutBean();
OAQueryBean query=(OAQueryBean)pageLayout.findChildRecursive("EamAssetQueryRegion");
OATableBean oawebbeantb = (OATableBean)query.findChildRecursive("EAM_AD_ASSET_RESULTS_TABLE");
OAMessageLovInputBean ccidbean = (OAMessageLovInputBean)oapagecontext.getWebBeanFactory().createWebBean(oapagecontext, OAWebBeanConstants.LOV_TEXT, null, "xxValidation");
if (oawebbeantb==null){
throw new OAException("Error this is a test!", OAException.ERROR);
oawebbeantb.addIndexedChild(ccidbean); --here it getting null
OR
OATableBean oawebbeantb = (OATableBean)oawebbean.findIndexedChildRecursive("EAM_AD_ASSET_RESULTS_TABLE");
OAMessageLovInputBean ccidbean = (OAMessageLovInputBean)oapagecontext.getWebBeanFactory().createWebBean(oapagecontext, OAWebBeanConstants.LOV_TEXT, null, "xxValidation");
oawebbeantb.addIndexedChild(ccidbean); --here it getting null
Please someone help me on this..
thanks,
mallik

1) Search panel textinput item should be search allowed true and prompt is need. no other property need to set.
HERE YOU DONT WANT TO SET VIEW INSTANCE AND ATTRIBUTE SINCE WE ARE DOING FOR EXTENDED VO ITEM AS SEARCH ITEM.THAT'S OK. I TRIED WITH YOUR COMMENTS FOR TEXTINPUT ITEM TOO.
Comment--
textinput item created is a simple item without any VO instance , etc.
There is no question of extended VO item, its a simple textinput item.
value in this field is going to compare with the values in result table.
2) Search mapping, only search item id and result item id need to set.
I'M DOING HERE MAPPING FOR ABOVE SEARCH ITEM ID AND RESULT ITEM ID
Comment-- Perfect !!
3) Item created in table , after you extended Vo, view instance and attribute needs to set.
WHERE DO YOU WANT THIS TO BE SET?? CAN YOU ELABORATE THIS MORE PLEASE.MAY BE I'M MISSING HERE SOMETHING.
Comment-- you must have created message styled text item in adv table bean, assign VO instance and attribute to it, right?
4) One more thing Parag, do i need to include where clause for extended VO item in view object??
for ex:
where attribute(this is extended vo item)=:4
Comment-- No need. this will be handled by point#2 above, i.e. criteria and result items.
--Parag Narkhede

BAdi for Search Criteria in IC

Hi Experts,
I am working on the UI of the IC, i have to implement a BAdi for the search criteria in the Account Identification -> ERP Sales Document , I am trying this badi "CRM_BUPA_IL_SEARCH" but this is not getting triggered.
Can anyone suggest any name of the BAdi for the same ?
Thanks in advance,
regards,
sharad,

Hi sharad,,
if you want to use your badi to search a object you have to use as a search bol object BuilHeaderSearchNew. If you are using BuilHeaderSearch(sap standard) it's not working.
You can define to use the BuilHeaderSearchNew in spro->CRM->INDUSTRY-SPECIFIC Solution->Utility Industries->Setting for User Interfaces->Identification->Define Identification Profiles. Choose your z-profile and in the row Search By BP select the value BuilHeaderSearch. Check if it saves your value, becouse we had a problem with this.
Or you can use table crmc_iu_md_prof to enter the value BuilHeaderSearchNew directly for your z-profile.

Search criteria for insert/update bdoc

Hi All,
In our set up we have ecc to crm replication of BP. If one goes and checks the extension data of a stuck bdoc it has an Object Task- Insert or Update.
Can someone help me with search criteria so that i can pull out bdocs which have an Insert as the Object task ??
We have search criteria for errored/intermediate state bdocs; for inbound vs outbound; bdoc type etc etc..
Need one based on Insert/Update Task so that any new data replication if stuck with its very first bdoc( Insert type) can be immediately queried.
Regards
Abhinav

Hello Abhinav,
I do not think that we have such a search criteria to search for BDocs based on the Task Type, which comes under the
data part of the BDoc.
One alternative way is to find out in which table these data gets stored and write a program to fetch the revelent Bdocs.
Hope thisl helps!
Best Regards,
Shanthala Kudva

How to add one more values in Search Criteria,

Hi All,
OAF page Search Criteria :
Search By "name"only Available already have in the search criteria .we are need to add Description in search criteria .How to add one more filed “Description” in Search Criteria,
Please Help Me
Thanks
Rajavel

"Set the Search Allowed property to True for any LOV result items you want to present to the user as searchable values. These items are listed in the search poplist the user sees in the LOV window.
At a minimum you must set the Search Allowed property to True for the the result table item corresponding to the LOV field on the base page.
This is from the devguide, I suggest you read it once at least if you have started work on the framework.
Tapash

How to edit Existing Search Criteria

Hi Experts,
In my ADF application already I have Search Criteria, for this existing I have to add two more fields say 'LOB' and 'CustomerName' as a Dropdown.
The following LOB values should be available in dropdown and these LOB values should be accessed from DB Table.
Upon selection of LOB value as ‘SNI’ ,customer name dropdown is displayed and the customer names related to that LOB are populated in the dropdown.
View Object is created on Read only access through SQL_Query.
please can anyone suggest me for the same??
thanks
Santosh
Edited by: Santosh M E on Jan 4, 2012 10:16 PM

For this, you need to create LOV for LOB and a dependent LOV for customer names.
Ex. you create a new VO for LOB - select LOB from ...... and another VO for customers - select cust_name from ..... where lob = :lob (this is fed by the LOB lov)
Once you do this in the model, your query component will behave as you want.
You can watch the video of the Shay's cascaded lov building tutorial here - http://www.youtube.com/watch?v=nXwL2_RP7AQ
Make sure that you set dependency of customer name on LOB in the properties
Edited by: asatyana on Jan 4, 2012 11:32 PM

ESS Who is Who - Add search criteria

Hi all,
I have tried searching the forums, but can't find an answer for my problem. I want to add an additional field to the search criteria for the who is who iview.
I am able to change the advanced search, but I want to add a search criteria on the first screen. Changing the service for the adress book (Employee Self-Service -> Service-Specific Settings -> Address Book -> Who's Who -> Who's Who (ESS): Selection and Output) does not change this first screen.
Anyone know how I can make this change?
Thanks in advance.
Kind regards,
Marlies

If by selecting fields you mean in the Who's Who (ESS): Selection and Output, then yes.
I have there available 3 tabs, none have the default settings.
First tab I can set the selectionfields, but when changing/adding a field here, my "simple search" does not change. The changes here are reflected under the advanced search, which is nice, but not what I want.
I simply want to add 1 additional field to the first search screen, so the user does not have to always use the advanced search option.

Search criteria in an Acroform

I have an Acroform that is about 100 pages. Each page has the same information, but for different individuals. I need an easy way for people to search the PDF for an individual's name, for their country of origin, and so forth. Is the best way to do this to set up bookmarks for each criteria; and if so, is their a quick way to create the bookmarks from the form fields? The PDF will be posted on a web page. Any suggestions much appreciated.
(cross-posted on Acrobat scripting forum)

Michael,
Thank you for your reply. I'm not a Filemaker Pro user. Taking that into account, do you think that I should create separate sets of bookmarks for the different search criteria? As a last resort, people could use Acrobat's standard search facility to search the form fields, but I'd prefer to make it more convenient than that for them.

Query Region (autoCustomizationCriteria) search criteria issue

Hi All,
In my search page I have used a Query Region with Construction Mode as autoCustomizationCriteria. Fot this regionin in Simple search panel I have 3 dropdowns and 2 Date Fields(OAMessageDateFieldBean) which in turn are mapped with related simpleSearchMappings fields.
On this page , for search result table as table actions i have a create button which transfers me to create page. On create page I have the same dropdowns and date fields which are there on search page as search criteria.
Now when i create a record , on click of create button records gets created and controls returns back to the search page with this newly created record in the search result table.(by default whenever search page is rendered it shows all records)
The problem here is the search criteria dropdown and date fields gets populated with the values with which a new record was created .
Why these values are getting populated as the page is difference and whenever the VO is querried I am already clearing its cache?
Any suggestions regarding this ?
Thanks and Regards,
Anant Nimbalkar.

Hi RamKumar,
I have tried not to retain the AM and it worked but now there is a different problem.
On create page on click of save button the record gets saved and related message is displayed on search page. (Used to work before i made retail AM flag false)
But now as i have set it to false I am unable to show these messages on the Search page .
Any idea how both these things ie dropdown with no values(on search page) and message can be achieved ?
Thanks and Regards,
Anant Nimbalkar.

Set view criteria on af:query choice LOV field

i have an af:query. one of the fields is a choice. the LOV for the choice come from a VO. i need to set view criteria for the query for the LOV for the choice. that is, the query for the values of the choice requires view criteria.
moreover, that search criteria is only known by the view. because the hooks for the choice are set up entirely in the model, i don't see how it would ever be possible to use values from the view to define the query for the LOV for the choice.
any ideas?

Assuming that you can have a method at the AM level that sets the viewCriteria for your VO, you can drag this method to the page flow to be executed before you go into the query page - this will set the right condition for the list that needs to populate the LOV.
Then the query component can use that VO as an LOV like this:
http://blogs.oracle.com/shay/2009/12/adf_query_with_parameters_and_1.html

Exact Search Criteria in OAF

Hi,
I have developed a Custom OA Page with VO having 9 Columns, all 9 columns are in search criteria having LOV for each column. It is oracle R12 environment.
Problem:
When i search for a specific value for column it is returning values in result region starting with that value.
Example: when i search for a value like 1234, it is returning the values starting with 1234. Actually it is taking as 1234%, hence it is returning values like 12341,12342,12343,12344,12345. Is there any property that i need to set to get results for exact values.
Thanks in Advance.
Regards,
Surendra N

Thanks Sushant,
I could able to override the executeQuery.
I am facing another issue that is with where clause, please find the below where clause that i have used.
setWhereClause("segment1 = nvl(:1,segment1)");
By using this i can search exact match, but there is another requirement to search like values. I can search for a value '1234', but if i give '1234%' it is not retrieving the details.
In where clause can i use LIKE instead of '=' sign.
Regards,
Surendra N

Setting search criteria in inbox

Similar Messages

Maybe you are looking for