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Tip # 1
For an entity, if there is a frequently used query, we can set that query up as the default query. This will help the users save some time by having the query configured beforehand so that they would not have to build it manually. Before configuring a default query, when you open the Advanced Find it will look like this:
Now let’s say there is a frequently used query for the accounts entity, which we need to set as default. The query is My Accounts which has incomplete information (the field for an email address or phone number is left blank).
To configure this, go to Settings/Customizations/Customize the System. Open the views in the Account Entity. Double click on the view with the “Advanced Find View” type.
Configure the filter criteria as per your requirement. In this case, the filter criteria is:
Once the filter criteria is configured, click on Ok. Then Save and Close and after that, Publish All Customizations.
Now if you open advanced find and look for Accounts, it will look like the following:
Tip # 2:
If you are trying to find the results of a saved query, by default you will not be able to edit the query. That is, if you want to add some extra filter criteria/remove filter criteria you will not be able to do it.
If you want to edit the query, you can just click on the details. That will help you edit the query. After clicking it will look like this:
From the image, you can see that it is editable.
If you want your saved Advanced Find View or any other saved view to show up as editable by default (so that you don’t need to click on the Details option to make it editable) then you can change it in your Personal Settings, as shown below:
Set the “Default mode in Advanced Find” as “Detailed”. Click Ok.
If you set it to the “Simple” mode, it will be non-editable.
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Talking about ‘finds’, the
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