Use the Personalized Task Search and Result page to perform a simple or an advanced search for standalone tasks, such as personal to dos, and to view the search results in the Results region with tabular summary format. In addition, you can customize the search result display options, save searches, and modify personalized search views.
You can perform the following tasks in this page:
Perform a simple task search
Perform an advanced task search
Create a personalized save search or task view by specifying appropriate search criteria and display options
Perform a saved search using a previously created personalized task view
Modify previously saved personalized task views or change a default task view
View all tasks that match the search criteria listed in the Results region
Modify a selected task from the Results region if you have appropriate privileges
Currently, this page is integrated with Oracle Sales for sales agents to create standalone tasks, such as personal to dos. Please note that the creation of new personal tasks should be done in this summary page, as it is an updatable table.
See Using the Task Summary Contextual Region for content sensitive tasks.
In the Results region, you can view tasks that are retrieved from your default search displayed in the tabular summary format. This table includes the task Subject, Due Date, Type, and Status fields. If you have appropriate access privileges, you can update task attributes using the drop-down lists, update task details, and delete a task. Otherwise, these attribute fields will be displayed in read-only format, and the Update More Details and Delete icons are disabled.
Click the Personalize button to access the Personalize Views page where you can modify existing views and change the default view.
In addition to simple search and advanced search, Task Manager developed for Common Applications Calendar also allows you to use the Create Task View window to create personalized task views that contain your frequently used search criteria, column display options, and sort criteria.
To personalize your task views, enter the following search criteria:
General Properties
Use the General Properties region to specify a personalized task view's name, description, and number of rows displayed in the search results region. Select the Set View as Default check box if you want this task view to be set as the default value when clicking the Views button in the Personalized Task Search and Result page.
Column Properties
Use the Column Properties region to update the appropriate column attributes as desired by clicking the Advanced Settings button. You can rename column names that will be displayed in your search results region. Select the Show Total check box if you want the renamed column to be displayed in the Results region.
Column Display Options and Order
Use the Columns Shown and Column Order region to select the desired columns with the display order for the search results table.
Sort Settings
To define the sort settings, select column names using the drop-down lists for the First Sort, Second Sort and Third Sort fields, and then select appropriate sort orders, such as ascending, descending, or no sort order, respectively. For example, first sort by type with an ascending order, then second sort by priority with an ascending order, and third sort by owner with no sort order.
Search Query to Filter Data in Table
After specifying columns displayed and sort criteria, you can define queries in the Search Query to Filter Data in Table region for task owner, due date, type, subject, status, and priority.
For example, use the drop-down list to select a desired connecting value for a task field, such as task owner "contains" a selected owner name, "John", or due date is "greater than" a selected date, "07/23/03". Use the [Control] key to select multiple values for task status and priority fields. For example, status "equals to" selected statuses "Open", and "In Planning". Priority "does not equal to" selected priorities, "Low", and "Optional".
Optionally, use the drop-down list next to the Add button to add another search criterion.
In addition, you can execute the query in either of the following conditions:
Show table data when all conditions are met.
Show table data when any conditions are met.
After saving your query, you can find the newly created query added to the Personalize Views table where you can modify existing task views or reset a default view.
Use the "Apply and View Results" button to save your query and display the search results in the Results region simultaneously.
After saving your personalized task views, you can use the Personalize Views page to view all task views, change the default view, and redefine your saved searches if necessary.
Before updating your task view, you can select the view name link to execute the query and retrieve the search results in the Results region displayed along with the Simple Search region.