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Configuring Record Ownership Modes

Oracle CRM On Demand allows you to set up the following modes of record ownership to support your business needs:

  • User mode
  • Book mode
  • Mixed mode

For more information about the modes of record ownership, see About Record Ownership Modes.

To configure record ownership mode

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the Application Customization section, click the Application Customization link.
  3. In the Record Types Setup section, click the link for the record type that you want to configure.
  4. In the Field Management section, click record type Field Setup, where record type is the name of the record type that you want to configure.
  5. Depending on the record ownership mode that you want to configure, edit the fields as follows:
    • To configure the record type in user mode, configure the Owner field so that it is a required field, and then configure the Book field so that it is not a required field.
    • To configure the record type in book mode, configure the Book field so that it is a required field, and then configure the Owner field so that it is not a required field.
    • To configure the record type in mixed mode, configure both the Owner field and the Book field so that they are not required fields.
  6. Save your changes.

For more information about editing fields, see Creating and Editing Fields.

NOTE: After you configure the record ownership mode, you must make sure that the page layouts for the record type are set up correctly for the record ownership mode. For more information about page layouts for record ownership modes, see About Field Setup and Page Layouts for Record Ownership Modes.


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