Linking Records to Your Selected Record
In Oracle CRM On Demand, you can link one record to another. Linking records gives you access to all related information from the records that you view. As an example, you can see a complete view of customer information by linking contacts, opportunities, and activities to an account record.
Linking associates records with each other so that you and others who have access rights to the record have a full view of the information.
About Single Associations and Multiple Associations
You use Lookup windows to search for and select existing records that you want to link to the record you are working with. Lookup windows are either single-association windows, where you can select one record in the Lookup window, or multiassociation Lookup windows, where you can select multiple records to link to the record you are working with. For example, you can link contacts to a task in the following ways:
You company administrator determines whether smart associations are available when you are linking records.
NOTE: Smart associations are applicable where single-association Lookup windows are available. Where multiassociation Lookup windows are available, smart associations are not applicable.
Smart associations allow you to type part or all of the name of the record that you want to link to the main record, and then Oracle CRM On Demand finds the appropriate record. When you type all or part of the record name and then save your changes, Oracle CRM On Demand attempts to resolve the association. If Oracle CRM On Demand finds a unique match, then the matching record is used, and your changes are saved. If Oracle CRM On Demand finds no match or finds multiple potential matches, then you are presented with a Lookup window where you can perform additional searches, and then select the appropriate record. Your company administrator can enable smart associations by enabling the Auto-Resolve Enabled option in the search layout for a record type.
For example, when linking an account to a task, you can type the name of an account in the Account name field on the Task Detail page. When you save your changes, Oracle CRM On Demand searches for matching accounts. If Oracle CRM On Demand finds a unique matching account, then that account is used. If Oracle CRM On Demand finds no matching account or finds multiple potentially matching accounts, then a Lookup window opens. In the Lookup window, you can perform additional searches, and select the appropriate account.
If smart associations are not enabled, or you do not know the name of the record that you want to link to the record you are working with, then you must click the Lookup icon next to a field to open the Lookup window. In the Lookup window, you can search for the record that you want to link to the record that you are working with.
Prepopulated Lookup Windows
Depending on how your company administrator sets up the search layout for a record type for your role, the Lookup window for that record type might be populated with records when the window opens. If the Lookup window is not populated with records, then you must select the list you want to search in the Lookup window, and then click Go to view the records in the list. For more information about Lookup windows and how to use them, see Searching for Records in Lookup Windows.
Linking New and Existing Records
From the record Detail pages, you can do one or both of the following, depending on the record types you are working with:
New records are added to the database at the same time that they are linked to the selected record. For example, an activity you create from the Lead Detail page is linked to the lead, and then appears in the Activities pages.
NOTE: You can also edit some fields on linked records from the main record Detail page if inline editing is enabled. For information about editing linked records from the main records, see Updating Linked Records from Main Records.
The following procedure describes how to link one or more records to your selected record in the related information section of the record Detail page.
To link an existing record to your selected record
The following procedure describes how to create a new record and link it to your selected record.
NOTE: Depending on the record types that you are working with, you might not be able to create a new, linked record from your selected record.
To create a new record and link it to your selected record
The following procedure describes how to remove or delete a linked record from the related information section of the record Detail page.
To remove or delete a linked record
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|