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Creating Book Types and Book User Roles

To help you to organize your book structure, you can create book types, and then assign a type to each book that you create. For example, if you plan to have a book hierarchy for territories, you can create a book type called Territory. The Book Type field is an editable picklist field that you can customize to meet your company’s needs.

You can also create book user roles that you can assign to users when you associate them with books. Book user roles are not the same as Oracle CRM On Demand user roles. For example, you can create book user roles, such as Territory User and Territory Manager, to be assigned to users who work with the territories book hierarchy.

The following procedure describes how to create book types and book user roles.

To create book types and book user roles

  1. In the upper-right corner of any page, click the Admin global link.
  2. Click the Application Customization link.
  3. In the Record Types Setup section, click Book.
  4. In the Book Application Customization page, do one of the following:
    • To create book types, click Book Field Setup.
    • To create book user roles, click Book Users Field Setup.
  5. Click the Edit Picklist link for the field.
  6. Enter the values for the picklist, and save your changes.

For more information about editing picklist fields, see Changing Picklist Values.

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