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About Access Levels for Related Record Types

You grant or revoke access rights to related record types in step 2 of the Access Profile Wizard. For more information about using the Access Profile Wizard, see Process of Setting Up Access Profiles.

Related record types that are controlled through special privileges appear in all access profiles with the access level set to No Access by default. You must change the default setting to give your users the level of access that they require to the various record types.

For example, the Custom Object 04 record type is a related record type on the parent Opportunity record type. In the Full access profile, the Custom Object 04 related record type has its access level set to No Access by default. As a result, a user who is on an opportunity team with the Full access profile cannot see the related record types based on the Custom Object 04 related record type. If you want the user to see the Custom Object 04 records on opportunity records, you must change the default access level.

This topic describes the following:

  • Record Relationships
  • Access Level Options for Related Record Types

Record Relationships

The relationship between a parent record type and its related record type (the child record) determines the access-level options that are available for assignment to the related record type.

The relationships types and the available access level options are as follows:

  • One-to-Many Relationship. In a one-to-many relationship, the child records are based on a primary record type, and one parent record can have many child records. For example, in the Account Related Information page, Opportunities is a related record type that has a corresponding primary record type called Opportunity. The following access levels are available for the one-to-many relationship:
    • View
    • Read-only
    • No Access
    • Inherit Primary

      NOTE: The Inherit Primary access level is available for certain one-to-many relationships only.

  • One-to-Child Relationship. The one-to-child relationship is similar to the one-to-many relationship, in that a parent record can have many child records. However, in a one-to-child relationship, the child records are based on a record type that does not have a corresponding primary record type. Attachments, Notes, and Teams are some examples of related record types that do not have a corresponding primary record type.

    NOTE: An exception to this rule is the relationship between contact child records on an opportunity. Although the Contact record type has a corresponding primary record type, the relationship between the opportunity and the contacts is a one-to-child relationship. Users can add existing contacts to an opportunity, or remove contacts from an opportunity. Users cannot create new contacts from an opportunity.

    The following access levels are available for the one-to-child relationship:

    • Read/Create
    • Read/Create/Edit
    • Read/Edit
    • Read/Edit/Delete
    • Read-Only
    • No Access
    • Full
  • One-to-Read-Only Relationship. The one-to-read-only relationship is similar to the one-to-child relationship. However, as the name of the relationship suggests, users cannot edit or create the child records in a one-to-read-only relationship. Audit Trail is an example of a related record type that does not have a corresponding primary record type. Oracle CRM On Demand creates the Audit Trail record type. The following access levels are available for the one-to-read-only relationship:
    • Read-Only
    • No Access
  • Many-to-Many Relationships. The many-to-many relationship is a relationship between two primary record types in which the records of each record type can be the parent or child of the other, depending on how you view the relationship. For example, an account can have many contacts. Conversely, a contact can have many accounts. The following access levels are available for the many-to-many relationship:
    • Read/Create
    • Read-Only
    • View
    • No Access
    • Inherit Primary
    • Add/Inherit Primary
    • Add/Remove/Inherit Primary

      NOTE: The Add/Inherit Primary and Add/Remove/Inherit Primary access levels are available for selected many-to-many relationships only.

Access Level Options for Related Record Types

The full set of access level options for related record types is as follows:

  • No Access. The No Access option is available for all related record types. It prevents the user from viewing records in a related list.
  • Read-Only. The Read-Only access level prevents the user from editing the related records inline on the parent record.
  • Read/Create. The Read/Create access level is available for related record types that are one-to-child records or are part of many-to-many relationships. For one-to-child records, the Read/Create access level allows the user to create a new record or drill down on existing records to view the details, but it does not allow the user to edit or delete records. For many-to-many relationships, the Read/Create access level allows the user to associate an existing record as a child on a parent record, but it does not allow the user to remove an existing association.
  • Read/Create/Edit. The Read/Create/Edit access level is available for related record types that are one-to-child records. It allows the user to create a new record or drill down on existing records to view the details and edit the record if required. The Read/Create/Edit access level does not allow the user to delete child records.
  • Read/Edit. The Read/Edit access level is available for all relationships except related records that are read-only in one-to-read-only relationships. The Read/Edit access level allows the user to view and edit related records.
  • Read/Edit/Delete. The Read/Edit/Delete access level is available for related record types that are child records in one-to-child relationships. The Read/Edit/Delete access level allows the user to drill down on existing records to view the record details, to edit the record, or to delete the record. The Read/Edit/Delete access level does not allow the user to create new child records.
  • Full. The Full access level is available for related record types that do not have a corresponding primary record type. For such record types, the Full access level allows the user to create, view, edit, and delete records.
  • View. The View access level is available for related record types in one-to-many and many-to-many relationships only. With the View access level, the behavior of the related records is as follows:
    • All the child records that are related to a parent record are shown in the list of related records, irrespective of whether the user is authorized to see the child records themselves.
    • Each related record inherits the access level from its own primary record type rather than the access level of the parent record type in the relationship.

      For example, if the access level is set to View for the related Opportunity record type on the Account parent record type, then the behavior of the related opportunity records is as follows:

    • All opportunities that are related to a parent account record are shown in the list of related records, irrespective of whether the user is authorized to see the opportunity records.
    • Each opportunity record inherits the access level from the primary Opportunity record type and not from its parent Account record type. When a user attempts to drill down on a related opportunity record to see more details of the record, the operation is successful if the opportunity record still exists, and only if the user is authorized to see the details of that opportunity record. If the user is not authorized to see the details of that opportunity record, then the user sees an error message.
  • Inherit Primary. The Inherit Primary access level is available for certain one-to-many and many-to-many related record types only. With the Inherit Primary access level, the behavior of the related records is as follows:
    • Only the related child records that the user is authorized to see are shown in the list of related records.
    • Each related record inherits the access level from its own primary record type rather than the access level of the parent record type in the relationship.

      For example, if the access level is set to Inherit Primary for the related Opportunity record type on the Account parent record type, then the behavior of the related opportunity records is as follows:

    • Only those related opportunity records that the user is authorized to see are shown in the list of related records.
    • Each opportunity record inherits the access level from the primary Opportunity record type and not from its parent Account record type. When a user attempts to drill down on a related opportunity record to see more details of the record, the operation is always successful if the opportunity record still exists because the user is authorized to see the details of all of the opportunity records in the list of related records.

      For many-to-many relationships, selecting the Inherit Primary access level means that the user cannot add or remove a relationship between two existing records. However, the Inherit Primary access level is also available in combination with the Add access right, or in combination with the Add and Remove access rights.

      NOTE: If the Inherit Primary access level (or any of its combinations) is found on any of the profiles used for a related record type, the Inherit Primary setting takes precedence. For example, if the Inherit Primary and View access levels are both found, the Inherit Primary access level overrides the View access level. If the Inherit Primary, Read-Only, and View access levels are all found, the Inherit Primary access right overrides the View and Read-Only access levels.

  • Add/Inherit Primary. The Add/Inherit Primary access level is available for related records that share a many-to-many relationship with the parent. The Inherit Primary element of the Add/Inherit Primary access level works in the same way as the Inherit Primary access level. However, the Add/Inherit Primary access level also allows the user to associate an existing related record with the parent record. If a related record is successfully added, that record inherits the access level of its primary record. The Add/Inherit Primary access level does not allow users to remove an existing related record.
  • Add/Remove/Inherit Primary. The Add/Remove/Inherit Primary access level is available for related records that share a many-to-many relationship with the parent. The Inherit Primary element of the Add/Remove/Inherit Primary access level works in the same way as the Inherit Primary access level. However, the Add/Remove/Inherit Primary access level also allows the user to associate an existing related record with the parent record, or to remove (dissociate) the link between the records. When a user removes or dissociates a related record, the record is not deleted and remains in the database. If a related record is successfully added, that record inherits the access level of its primary record.

The following table shows the relationships where the Inherit Primary access level is available. The relationships in this table are one-to-many relationships.

NOTE: If the access level is currently set to View for any of the relationships indicated in the following table, then it is recommended that you change the access level from View to Inherit Primary.

Parent Record Type

Related Record Type

Account

Business Plans

Account

Calls

Account

Completed Activities

Account

Custom Object 04 and higher

Account

Financial Account: Branch

Account

Financial Account: Held Away Institution

Account

Financial Accounts

Account

Objectives

Account

Open Activities

Account

Opportunities

Account

Plan Accounts

Accreditation

Accreditation Requests

Accreditation

All Custom Objects

Activity

Attendee Call

Activity

Custom Object 04 and higher

Activity

Message Responses

Application

Activities

Broker Profile

All Custom Objects

Business Plan

Accreditation Requests

Business Plan

Activities

Business Plan

Business Plans

Business Plan

Certification Requests

Business Plan

All Custom Objects

Business Plan

Objectives

Business Plan

Plan Accounts

Business Plan

Plan Contacts

Business Plan

Plan Opportunities

Campaign

Completed Activities

Campaign

Custom Object 04 and higher

Campaign

Financial Accounts

Campaign

Open Activities

Certification

Certification Requests

Certification

All Custom Objects

Claim

Activities

Contact

Certification Requests

Contact

Course Enrollments

Contact

Custom Object 04 and higher

Contact

Exam Registrations

Contact

Financial Account: Account Holder

Contact

Financial Accounts

Contact

Objectives

Contact

Plan Contacts

Course

Course Enrollments

Course

All Custom Objects

Custom Object 01

Custom Object 04 and higher

Custom Object 01

Financial Accounts

Custom Object 02

Custom Object 04 and higher

Custom Object 02

Financial Accounts

Custom Object 03

Custom Object 04 and higher

Custom Object 03

Financial Accounts

Custom Objects 04 and higher

Activities

Custom Objects 04 and higher

All Custom Objects

Custom Objects 04 and higher

Financial Accounts

Custom Objects 04 and higher

Opportunities

Deal Registration

Activities

Deal Registration

All Custom Objects

Dealer

Completed Activities

Dealer

Custom Object 04 and higher

Dealer

Open Activities

Dealer

Opportunities

Exam

All Custom Objects

Exam

Exam Registrations

Financial Account

Activities

Financial Account

All Custom Objects

Financial Account

Financial Accounts

Financial Account

Opportunities

Financial Plan

Activities

Financial Plan

Opportunities

Fund

Activities

Fund

Custom Object 04 and higher

Fund

Objectives

Fund Request

Completed Activities

Fund Request

Custom Object 04 and higher

Fund Request

Open Activities

Household

Custom Object 04 and higher

Household

Financial Accounts

Inventory Period

All Custom Objects

Lead

Completed Activities

Lead

Custom Object 04 and higher

Lead

Open Activities

MDF Request

Activities

MDF Request

All Custom Objects

MedEd Event

Business Plans

MedEd Event

Completed Activities

MedEd Event

Custom Object 04 and higher

MedEd Event

Objectives

MedEd Event

Open Activities

Messaging Plan

Business Plans

Messaging Plan

Message Responses

Messaging Plan

Messaging Plan Items

Messaging Plan Item

Message Responses

Messaging Plan Item

Messaging Plan Item Relations

Objective

Accreditation Requests

Objective

Activities

Objective

Certification Requests

Objective

Course Enrollments

Objective

All Custom Objects

Objective

Exam Registrations

Objective

Objectives

Objective

Opportunities

Opportunity

Completed Activities

Opportunity

Custom Object 04 and higher

Opportunity

Open Activities

Opportunity

Plan Opportunities

Opportunity

Sub-Opportunities

Order

All Custom Objects

Order Item

All Custom Objects

Partner

Accreditation Requests

Partner

Business Plans

Partner

Completed Activities

Partner

Course Enrollments

Partner

Custom Object 04 and higher

Partner

Exam Registrations

Partner

Open Activities

Partner Program

Custom Object 04 and higher

Partner Program

Opportunities

Period

Business Plans

Period

Objectives

Policy

Activities

Policy

All Custom Objects

Policy

Opportunities

Portfolio

Completed Activities

Portfolio

Custom Object 04 and higher

Portfolio

Financial Accounts

Portfolio

Open Activities

Sample Lot

All Custom Objects

Sample Transaction

All Custom Objects

Sample Transaction

Transaction Items

Service Request

Completed Activities

Service Request

Custom Object 04 and higher

Service Request

Open Activities

Solution

Custom Object 04 and higher

Solution

Messaging Plan Item Relations

Solution

Messaging Plan Items

Special Pricing Request

Activities

Special Pricing Request

All Custom Objects

Vehicle

Custom Object 04 and higher

The following table shows the relationships where the Inherit Primary access level and its combinations (Inherit Primary, Add/Inherit Primary, and Add/Remove/Inherit Primary) are available. The relationships in this table are many-to-many relationships.

NOTE: If you currently use the Read/Create access level for any of the many-to-many relationships indicated in the following table, then it is recommended that you change the Read/Create access level to one of the Inherit Primary combinations on the related record types.

Parent Record Type

Related Record Type

Campaign

Opportunities

Contact

Calls

Contact

Completed Activities

Contact

Open Activities

Contact

Opportunities

Custom Object 01

Completed Activities

Custom Object 01

Open Activities

Custom Object 01

Opportunities

Custom Object 02

Completed Activities

Custom Object 02

Open Activities

Custom Object 02

Opportunities

Custom Object 03

Completed Activities

Custom Object 03

Open Activities

Custom Object 03

Opportunities

Related Topics

See the following topics for related information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.