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Record Type Application Customization Page

For each record type there is an Application Customization page with links for customization tasks that you can perform for that record type.

The following table describes each of the possible sections on an Application Customization page, and lists the tasks that you can perform when you click the links in that section. The sections displayed depend on the record type and some sections are visible only if your role includes a particular privilege. For all customization procedures, the Customize Application privilege is required.

Note: In the topics referenced in the following table, a placeholder for the name of a record type is indicated by the words, record type, in italics. For example, if you are working on accounts, replace record type with account in the following text: click the record type Field Audit Setup link.

Section

Tasks

Additional Privilege Required

Field Management

 

Renaming fields, creating custom fields, managing picklist values, specifying default values for a field, setting up field validation, and selecting whether a field can be copied or not. For more information about these tasks, see:

About Field Management

About Custom Fields

Creating and Editing Fields

Administering the Copy Enabled Setting

Renaming Fields

Using Indexed Custom Fields

Changing Picklist Values

Reverting Settings to Defaults

None

Advanced defining of default fields and field validation

Advanced Field Management

Page Layout Management

Creating and managing static page layouts. For more information about these tasks, see:

Customizing Static Page Layouts

Customizing Related Item Layouts

Renaming Field Section Titles

Creating and managing Web applets that can be used on Detail page layouts; see:

Creating Web Applets

For information about advanced page layout management, see Specifying Dynamic Page Layouts.

None

Cascading Picklists

Defining and managing cascading picklists. For more information about these tasks, see:

Defining Cascading Picklists

None

Search and List Layout Management

Specifying targeted search fields and managing layouts for search results. Also, managing the behavior of the Lookup Windows that are used with smart associations. For more information about these tasks, see:

Managing Search Layouts

None

List Access and Order

Managing default list access and the display order for each role. For more information about these tasks, see:

Managing List Access and List Order

None

Homepage Layout Management

Creating and managing Homepage layouts and specifying custom reports to be displayed on the Homepages. For more information about these tasks, see:

Creating Record Homepage Layouts

Creating Homepage Custom Reports

Customize Application – Manage Homepage Customization

Field Audit Setup

Customizing the field audit trail for your company. For more information about these tasks, see:

Customizing the Audit Trail

 

Administer Field Audit

This feature is available only for certain record types.

Dynamic Layout Management

Creating and managing dynamic page layouts. For more information about these tasks, see:

Specifying Dynamic Page Layouts

Customize Application - Manage Dynamic Layouts

For some record types, the Field Management and Page Layout sections contain links for that record type and also links for the related record type. For example, the Account Application Customization page contains links for the following:

  • Account Field Setup
  • Account Contact Field Setup
  • Account Partner Field Setup
  • Account Relationship Field Setup
  • Account Team Field Setup

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