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Updating or Inserting List Access and Order Layouts (Upsert)

This topic describes how to update a list access and order layout for a single object and role (if the layout already exists), or insert a layout (if it does not exist) on your Oracle CRM On Demand environment (customer test environment or production).

About the Upsert Operation

The Upsert command inserts or updates list access and order layouts based on the following user key:

• <RoleName> and <ObjectName>

Oracle CRM On Demand attempts to locate the list access and order layout specified in the input file based on the user key. If a match is located, then the layout is updated. If Oracle CRM On Demand cannot locate a list access and order layout based on the user key, then a new layout is created for the specified record type and role.

If the layout includes public lists that were created and assigned in the source environment, and if those lists do not exist in the target environment where you are updating and inserting the list access and order layouts, then those lists are not included in the layout in the target environment.

Syntax

The following is the syntax for using the Oracle Migration Tool On Demand client to insert or update the list access and order layout for one object, for one role:

migrationtool -u UserID -s ServerURL Upsert ListAccessAndOrder ListAccessAndOrderXML

where:

• UserID is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands.
• ServerURL is the URL for the Oracle CRM On Demand server where your company resides.
• ListAccessAndOrderXML is the fully qualified path name of the list access and order layout XML file, for example:

  C:\My Files\ExpertRole.xml

  If the fully qualified path name contains any spaces, then it must be enclosed with quotation marks, for example:

  migrationtool -u UserID -s ServerURL Upsert ListAccessAndOrder "C:\My Files\ExpertRole.xml"

NOTE:  The Oracle Migration Tool On Demand client requests your Oracle CRM On Demand password, which can be redirected (using the pipe command) to the client program from standard input; that is, from a file, from the command line, or from another program.

Example of Updating or Inserting a List Access and Order Layout

The following is an example of updating a list access and order layout (if it exists) or inserting the list access and order layout layout (if it does not exist) in your Oracle CRM On Demand server:

migrationtool -u UserID -s ServerURL Upsert ListAccessAndOrder "C:\Oracle Migration Tool On Demand\repository\ListAccessAndOrder\Account\ExpertRole.xml"

NOTE:  Quotation marks are required only if the fully qualified path name name contains spaces.