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Adding Books to Record Detail Page Layouts

To make the Books related information section available for users on the detail page for a record type, you must configure the following:

  • Make the Books related information section available in the record type page layout for the user role.
  • On the access profile for the user role, give the user role access to Books as a related information section on the record type.

The following procedure describes how to make the Books related information section available in a record type page layout.

To make the Books related information section available in a record type page layout

  1. In the upper-right corner of any page, click the Admin global link.
  2. Click the Application Customization link.
  3. In the Record Type Setup section, click the link for the required record type.

    For example, if you want to make the Books related information available on the Opportunity Detail page, click the Opportunity link.

  4. In the Page Layout section, click the required Page Layout link (for example, Opportunity Page Layout).
  5. In the record type Page Layout page, click the Edit link for the page layout where you want to make the Book related information section available.
  6. In the Page Layout wizard, go to Step 4, Related Information, and click the arrows to move the Books item to the Displayed section.
  7. Click Finish to save your changes.
  8. Sign out of Oracle CRM On Demand, and then sign in again.

The following procedure describes how to give a user role access to Books as a related information section on the record type.

To give a user role access to Books as a related information section on a record type

  1. In the upper-right corner of any page, click the Admin global link
  2. In the User Management and Access Controls section, click the User Management and Access Controls link.
  3. In the Access Profile Management section, click Access Profiles.
  4. Click the Edit link for the Default Access Profile that is used for the user role where you want to make the Books related information section available.
  5. In the Access Profile wizard, go to Step 2, Specify Access Levels, and click the Related Information link for the record type where you want to make the Books related information section available.

    For example, if you want to make the Books related information available on the Opportunity Detail page, click the Related Information link beside the Opportunity record.

  6. Select the access level for Books according to the requirements of the user role.
  7. Click Finish to save your changes.
  8. Repeat steps 4 through 7 for the Owner Access Profile that is used for the user role you are enabling for books.

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