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Personalizing Your Application > Managing Record Indicators for Related Information Sections

Managing Record Indicators for Related Information Sections

If your user role has the Personalize Detail Page - Records Indicator privilege, then you can set up the related information sections so that indicators appear on the tabs for the related information sections to show whether any records are present in the sections. Your administrator can also configure the record indicators for the Detail pages for the record types at role level. If you do not personalize the record indicator settings for a record type, then the record indicator settings that are configured for the record type for your role are used. For more information on using record indicators, and record indicator behavior, see Oracle CRM On Demand Page-by-Page Overview and About the Enhanced View for Related Information Tabs.

To personalize the record indicator settings for a record type, complete the steps in the following procedure.

To personalize the record indicator settings for a record type

1. In the upper-right corner of any page, click the My Setup global link.
2. In the Layout Personalization section, click the Personal Layout link.
3. In the Personal Detail Page Layout section, click the record type Layout page link.
4. If the Personal Layout page opens, then click the Manage Record Indicator link.

   NOTE: You can also access the Personal Layout - Record Indicator page by clicking the Edit Layout link on any record detail page.

5. In the Personal Layout - Record Indicator page, in the Available Related Information list, select the related information sections for which you want a record indicator to appear, and click the arrow to move them to the Selected Related Information list.

   TIP: You can select more than one section at a time by holding down the SHIFT or CTRL key.

6. Save your changes.

After you personalize the record indicator settings for a record type, your personalized settings apply to the Detail page for all records of that record type until one of the following actions occurs:

• You update the record indicator settings on your related information sections again.
• You restore the record indicator settings for the record type to the default settings for that record type for your role. Any updates originally performed by your administrator at role level are implemented.
• Your administrator resets the page layout for your role to the default layout. All of the personalized settings for displaying record indicators for related information sections for that record type are restored to the settings configured for the record type at role level.

To restore the record indicator settings for a record type to the default settings for the record type for your role, complete the steps in the following procedure.

To restore the record indicators settings for a record type to the default settings

• In the Personal Layout - Record Indicator page, click Default.