Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Creating Records

You can create a record from different areas within the application. The area you choose depends on whether you want to:

  • Create the record in a popup window that is independent of the records you are working on. You will not lose your place in the main area of the application.
  • Create the record from clicking the New button on the Homepage, List, or Detail page. Each of these pages opens the same form as the other methods, but it shifts the focus from your current page to the Edit page. You will need to use the Back link to return to the page you were working on.
  • Create the record for a different record type that is automatically linked to the record you are currently working on.

You can also create new records in the following ways:

  • By importing records:
    • Using the Import Assistant to import records from external, comma-separated value (CSV) files if your user role has the Personal Import privilege
    • Using the Oracle Data Loader On Demand client utility
    • Using Web services to synchronize records with other applications

      The type of records you can import depends on the privileges assigned to your user role. For more information on how to import records from external CSV files and other external sources, see Import and Export Tools.

  • By converting lead records. Based on the options that you select on the Convert Lead page, you can create one or more of the following by converting a lead record:
  • By converting deal registration records. Based on the options that you select on the Convert Deal Registration page, you can create one or more of the following by converting a deal registration record:

TIP:  To prevent record duplication, search for the record before creating a new one, see Finding Records.

NOTE: An asterisk (*) beside a field name indicates that this is a required field.

To create a record using the Create section

  1. From any page, go to the Create section in the Action bar.
  2. From the list, click the link for the record type.
  3. In the New record form, fill in the record information.
  4. Save the record.

To create a record from the Homepage, List, or Detail page

  1. From any of these pages, click the New button in the title bar.
  2. On the Edit page, fill in the record information.
  3. Save the record.

To create a record that is linked to the selected record

  1. Select the record.

    For instructions on selecting a record, see Finding Records.

  2. On the record Detail page, scroll down to the appropriate section.
  3. On the title bar for that section, click the New or Add button.
  4. On the Edit page, fill in the record information.
  5. Save the record.

Entering Information in Records

When you create records you can enter information directly into some fields, or select values from a drop-down list. In addition, for some fields you can click an icon to the right of the field to display a window from which you can select values or enter values. The icons that you can click are:

  • Phone icon. Allows you to enter the details of a telephone number.
  • Calendar icon. Allows you to select a date.
  • Currency icon. Allows you to search for, and select a currency.
  • Lookup icon (magnifying glass). Allows you to search for, and select a record, or multiple records, which will be associated with the record you are creating. The Lookup icon is also used for selecting values for multi-select picklist fields.

About Multi-select Picklists

A multi-select picklist is a picklist from which you can select multiple values. When you click the Lookup icon for a multi-select picklist, a pop-up window appears, which allows you to select the required values by moving values from an Available list to a Selected list. You can also sort the values in the Selected list.

Multi-select picklists are supported for the following record types:

  • Account
  • Activity
  • Contact
  • Custom Object 01
  • Custom Object 02
  • Lead
  • Opportunity
  • Partner
  • Service Request

About Phone Number Fields

Phone fields have a phone icon next to them. Clicking the icon opens the phone verification window, where you can do the following:

  • Select the country of the phone number.
  • Enter the city or area code.
  • Enter the local number.
  • Enter an extension number if one exists.

When you save the phone number, Oracle CRM On Demand prefixes the phone number that you entered with both of the following:

  • A plus symbol (+) to represent the international access code for dialing out of the country where you are located.

    For example, if the Locale setting on your user record is English - United States, the plus symbol represents the 011 international access code. If the Locale setting on your user record is French - France, the plus symbol represents the 00 international access code.

  • The country calling code for the country that you selected for the phone number.

    For example, if you select Spain as the country for the phone number, Oracle CRM On Demand prefixes the phone number with 34, in addition to the plus symbol.

TIP: If you want to determine the country calling code for a country, you can click the phone icon, select the country, and save the information. The country code for the country is displayed in the Phone field.

About Address Fields

For addresses, the application displays different fields to accommodate country-specific information. For example, if you select Japan as the Country for an account’s billing address, the other address fields change to those fields needed for Japanese addresses, such as Chome, Ku, and Shi/Gun.

In general, addresses are stored with the specific record type. However, some addresses are carried over when you link one record with another. For example, if you enter a billing and shipping address for an account, the billing address appears on the Contact Detail page when you link the account to the contact.

If your company administrator has added the Addresses section to your application, you can track additional addresses for such records as accounts and contacts. When tracking addresses for contacts, the primary address is always the one you entered in the Alternate address section.


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