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Working with the Applications Homepage

The Applications Homepage is the starting point for managing partner applications.

NOTE: Your company administrator can customize the layout of your Applications 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.

Creating an Application

You can create an application by clicking the New button in the Recently Modified Applications section. For more information, see Creating Records and Applications Fields.

You can use Web services to populate applications from a partner portal. You can also use the import tool in Oracle CRM On Demand to import applications. For more information on importing applications, see Importing Applications.

Working with Applications Lists

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 applications.

Applications List

Description

All Applications

This list displays all records to which you have visibility, regardless of who owns the list. It does not filter applications.

All Submitted Applications

Filters applications with the status of Submitted.

All Rejected Applications

Filters applications with the status of Rejected.

All Approved Applications

Filters applications with the status of Approved.

My Applications

Filters applications with your name in the Owner field.

All Recently Created Applications

Filters applications sorted by the date on which the application was created.

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 My Recently Modified Applications Section

The My Recently Modified Applications section shows the applications that you own and that were recently modified. To expand the list, click the Show Full List link.

Adding Sections to Your Applications Homepage

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

  • Application Lists
  • All Applications
  • All Rejected Applications
  • All Approved Applications
  • All Submitted Applications
  • My Applications
  • All Recently Created Applications
  • One or more report sections (Your company administrator can make report sections, such as the Applications Analytics Report, available on your Applications Homepage.)

To add sections to your Applications Homepage

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

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