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Working with the Sample Disclaimer Homepage

The Sample Disclaimer Homepage is the starting point for managing sample disclaimers. This page displays information that is relevant to you.

NOTE: Your company administrator can customize the layout of your Sample Disclaimer Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page.

Before you begin. To work with sample disclaimers, your user role must include the Enable Basic Samples Operations privilege.

Creating a Sample Disclaimer

You can create a sample disclaimer by clicking the New button in the Recently Modified Sample Disclaimers section. All sample disclaimers have a status of Inactive when created. For more information, see Creating Records and Sample Disclaimer Fields.

Working with Sample Disclaimer Lists

The Sample Disclaimer List section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.

The following table describes the standard lists for sample disclaimers.

Sample Disclaimer List

Filters

All Sample Disclaimers

All sample disclaimers to which you have visibility, regardless of who owns the sample disclaimer.

Recently Modified Sample Disclaimers

All sample disclaimers that have been modified recently, sorted by the modified date.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing Recent Sample Disclaimers

The Recently Modified Sample Disclaimers section shows the sample disclaimers that were modified most recently.

Click Show Full List to expand the list.

Adding Sections to Your Sample Disclaimer Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Sample Disclaimer Homepage:

  • Recently Created Sample Disclaimers
  • Recently Modified Sample Disclaimers
  • Additional report sections (Your company administrator can make report sections available for display on your Sample Disclaimer Homepage.)

To add sections to your Sample Disclaimer Homepage

  1. On the Sample Disclaimer Homepage, click Edit Layout.
  2. On the Sample Disclaimer Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page. Click Save.

Related Topics

See the following topics for related information about sample disclaimers:


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