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Customizing Related Item Layouts

You can customize page layouts to improve the look-and-feel of Oracle CRM On Demand. The layout functionality for related items allows you to customize a related-list layout for most record types, excluding teams, to show the specified fields. You can select fields from related lists and some parent fields. You can select which fields that you want to appear, and you can specify the order of the fields that meets your business needs. However, you cannot select the number of rows that are displayed, and you cannot specify the sort fields.

Before you begin. To perform this procedure, your role must include the customize application privilege.

The following procedure describes how to customize the related item layout.

To customize the related item layout

  1. In the upper-right corner of any page, click the Admin global link.
  2. Click Application Customization.
  3. In the Record Type Setup section, click the link for the record type that you want.
  4. In the Page Layout Management section, click the Related Information Layout link that you want for the record type that you selected.

    The Related Information Section page appears.

  5. In the Related Information Setup section, select the related information type that you want to customize.

    The Related Information Layout page for the selected related information type appears.

    NOTE: The items in the Related Information Setup section vary depending on which record type you select.

  6. Do one of the following:
    • Click Edit to modify an existing layout.
    • Click New Layout to create a new layout.
    • Click Copy to copy an existing layout.

      The Related Information Layout Wizard is displayed and guides you through the process.

  7. In Step 1 Layout Name, enter a name for the layout and a description (optional), and click Next.
  8. In Step 2 Field Setup, select fields from the available Fields list, and click the up and down arrows, next to the Selected Fields list, to organize the fields in the order that you want.
  9. Click Finish.

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