Creating Record Homepage Layouts
You can create custom Homepage layouts for all record types. This feature allows you to provide the most relevant information to different users, including the ability to display custom reports on record type Homepages. For example, you can configure the Service Request Homepage for a customer service representative to show the user's current service-request-related task and a custom service-request report.
NOTE: If you want to use a prebuilt or custom report in a custom Homepage layout, you must first create a Homepage custom report record for the report, using the procedure described in Creating Homepage Custom Reports.
You can copy an existing Homepage layout and then modify it to your requirements. You can also edit existing Homepage layouts, with the exception of the default Homepage layout, which is read-only. You can copy the default Hompeage layout, but you cannot delete or edit it.
After you create a custom Homepage layout, you must use the Role Management Wizard to assign the layout to the user roles that need to use that layout. Users whose role includes the Personalize Homepage privilege can customize their own Homepage layout for a record type. The customized layout can display any of the sections that you make available to them in the Homepage layout that is assigned to the users' role for that record type.
Before you begin. To perform this procedure, your role must include the Customize Application privilege and the Customize Application – Manage Homepage Customization privilege.
To create or modify a Homepage layout
NOTE: After you add a custom Homepage layout to the application, you need to make it available to a user role before users can see it. For more information on adding and modifying user roles, see Adding Roles. Users whose role has the Personalize Homepage privilege can edit the layout of their Homepages with any list or report you make available to them in the Homepage layout assigned to their role for that record type.
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|