Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Setting Up Page Layouts >

Setting Up Structured Product Messaging Dynamic Page Layouts

The Messaging Plan, Messaging Plan Item, Messaging Plan Item Relation, and Message Response record types are collectively referred to as the personal content delivery (PCD) record types. Your company can repurpose the PCD record types to support structured product messaging (SPM), which allows users to manage their sales call objectives. You repurpose the PCD record types by defining dynamic page layouts for these records. By appropriately selecting the Type picklist field for a PCD record, an end user can dynamically change the page layout corresponding to the PCD record that is in place. For example, selecting Type with a value of Call Objective changes the page layout for a Messaging Plan Item to a Call Objective page layout.

The SPM page layouts that correspond to the PCD record types are: Call Objective Plan (for Messaging Plan), Call Objective (for Messaging Plan Item), Next Call Objective (for Messaging Plan Item Relations), and Outcome (for Message Response). Typically, a sales representative uses a call objective plan to record call objectives, next call objectives, and call outcomes for sales calls associated with a product (for example, a drug).

To set up Structured Product Messaging dynamic page layouts

1. Create the PCD page layouts for Messaging Plan, Messaging Plan Item, Messaging Plan Item Relation, and Message Response as described in Table 2.

   For related information on creating page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.

2. Create the SPM page layouts (Call Objective Plan page layout, Call Objective page layout, Outcome page layout, and Next Call Objective page layout) as described in the following table.

   For related information on creating page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.

   Record Type	Page Layout	Page Section Layout	Required, Read-Only, or Optional
   Messaging Plan	LS Messaging Plan Call Objective Plan Page Layout	Key Messaging Plan Information
   		Name	Required
   		Type NOTE:  Include Call Objective Plan as a choice for the Type picklist.	Required
   		Product	Required
   		Status	Required
   		Verify	Read-Only
   		Code	Optional
   		Segment	Optional
   		Start Date	Optional
   		Expiration Date	Optional
   		Release Date	Optional
   		Disclosure Mandatory	Required
   		Enable Followup	Required
   		Lock Sequence	Required
   		Additional Messaging Plan Information
   		Audience	Optional
   		Comment	Optional
   		Description	Optional
   Messaging Plan Item	LS Messaging Plan Item Call Objective Page Layout	Key Messaging Plan Item Information
   		Sequence Number	Required
   		Plan Item Name	Optional
   		Display Name	Optional
   		Currency	Read-Only
   		Disclosure Message	Required
   		Type NOTE:  Include Call Objective as a choice for the Type picklist.	Required
   		Send Type	Required
   		Parent Messaging Plan	Required
   		Status	Optional
   		Description	Optional
   NOTE:  If Solution is not a required field in your page layout, then the Messaging Plan Item name defaults to the parent Messaging Plan name plus the Messaging Plan Item sequence number. For example, if you have a parent Messaging Plan called DrugABC Product Launch with four related Messaging Plan Items, then the names of the Messaging Plan Items are DrugABC Product Launch 1, DrugABC Product Launch 2, and so on. That is, the Messaging Plan Item name is a concatenation of the parent Messaging Plan name and the sequence number for the Messaging Plan Item.
   Messaging Plan Item Relations	LS Messaging Plan Item Relations Next Call Objective Page Layout	Key Messaging Plan Item Relations Information
   		Created	Optional
   		Created By	Optional
   		Created By: Email	Optional
   		Created By: External Unique ID	Optional
   		Created By: First Name	Optional
   		Type NOTE:  Include Next Call Objective as a choice for the Type picklist.	Required
   		Solution Name	Optional
   		Synopsis	Optional
   		Name	Required
   		Display Name	Required
   		Parent MP Item	Required
   Message Response	LS Message Response Outcome Page Layout	Key Message Response Information
   		Message Plan	Optional
   		Sequence	Required
   		Type NOTE:  Include Outcome as a choice for the Type picklist.	Required
   		Message Plan Item	Optional
   		Solution	Optional
   		Response	Optional
   		Notes	Optional
   		Section	Optional
   		Start Time	Optional
   		End Time	Optional
   		Duration	Read-Only
   		Followup	Optional
   		Account	Optional
   		Account: External Unique ID	Read-Only
   		Account: Integration ID	Read-Only
   		Profile Information
   		Id	Read-Only
   		Name	Required
   		Contact	Optional
   		Contact: External Unique ID	Optional
   		Contact: First Name	Optional
   		Contact: Integration ID	Optional
   		Contact: Last Name	Optional
   NOTE:  Message Response records that are repurposed as Outcomes for Structured Product Messaging can only be created by the administrator using Web services and not through the user interface. A user with the LS Field Sales Rep role can select an Outcome within the context of the Product Detail Related Information section. However, the administrative task of creating the Outcome values must be completed through Web services and not in the UI screen navigation.

3. Set up the Type field to drive the dynamic page layout used by the field sales representative for each PCD record type:

   NOTE:  Make sure you have set up the Type field on both PCD and SPM page layouts.

   1. In the upper right corner of any page, click the Admin global link.
   2. In the Application Customization section, click the Application Customization link.
   3. In the Record Type Setup section, click the link for one of the PCD record types:
      • Messaging Plan
      • Messaging Plan Item
      • Messaging Plan Item Relations
      • Message Response
   4. In the Dynamic Layout Management section, click the <PCD record type> Dynamic Layout link.
   5. In the Dynamic Page Layout list, click the New Layout button to create a new dynamic link layout.
   6. In Step 1 Specify Name:
      • Enter a name for the Dynamic Layout for the PCD record type you are setting up, for example:
        
        Messaging Plan Dynamic Layout
        Messaging Plan Item Dynamic Layout
        Messaging Plan Item Relations Dynamic Page Layout
        Message Response Dynamic Page Layout
      • Select a Default Layout. This layout is presented as the default layout in the next step.
      • Set the Driving Picklist field to Type if required. The values of the Type picklist determine which layout the users can see.
   7. In Step 2 Assign Layouts, associate the Type picklist values with a layout name as follows:
      • For Messaging Plan records:
        
        For a Type value of Call Objective Plan, associate the type value with the LS Messaging Plan Call Objective Plan Page Layout.
        
        For all other Type values, associate the type value with the LS Messaging Plan Page Layout.
      • For Messaging Plan Item records:
        
        For a Type value of Call Objective, associate the type value with the LS Messaging Plan Item Call Objective Page Layout.
        
        For all other Type values, associate the type value with the LS Messaging Plan Item Page Layout.
      • For Messaging Plan Item Relations records:
        
        For a Type value of Next Call Objective, associate the type value with the LS Messaging Plan Item Relations Next Call Objective Page Layout.
        
        For all other Type values, associate the type value with the LS Messaging Plan Item Relations Page Layout.
      • For Message Response records:
        
        For a Type value of Outcome, associate the type value with the LS Message Response Outcome Page Layout.
        
        For all other Type values, associate the type value with the LS Message Response Page Layout.

        NOTE:  For each dynamic page layout, there is a limit of 200 associations between driving picklist values and page layouts.

        The layout you select is displayed when a record has the corresponding picklist value.

   8. Click Finish
4. Assign the dynamic layouts you have created to the user roles that will use these layouts, for example, the Administrator or the LS Field Sales Rep role in the Role Management wizard:
   1. From the Admin Homepage, click User Management and Access Controls, then Role Management.
   2. Edit the role of the user who will use the dynamic page layouts, for example, the Administrator or the LS Field Sales Rep role.
   3. In Step 6 Page Layout Assignment, for each PCD record type:
      • For the Page View Type, choose Dynamic
      • For the Page Layout Name, select the dynamic page layout you created in Step f corresponding to that record type.