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About Custom Related Information FieldsBy using joined fields, Oracle CRM On Demand enables you to display some information from a related record of a given record type within the Detail page or related information lists of records of a second record type. A joined field is a field on a record type that uses a foreign key to reference a field on another record type. For example, Custom Object 04 can be linked to the Contact record type, and a number of joined fields in the Custom Object 04 record type allow you to display information from contact records on the Detail page for custom object 04 records. You can display a contact's first name, last name, and email address, as well as other fields from a contact record on the Detail page of a linked custom object 04 record. Similarly, you can display the fields from the contact record in the lists of custom object 04 records that are linked to a record of another record type. However, you might have a requirement to display the values from a field in a related record type for which a joined field is not available. For example, you might want to display the phone number of the related contact's assistant on the Detail page of the custom object 04 record, but a joined field is not available for the Assistant Phone # field in the Contact record type. Or, you might want to display the values from a custom field in the Contact record type in the list of custom object 04 records that appears on a Detail page for another linked record type, such as the Custom Object 05 record type. For the Custom Object, Account Contact, Household Contact, and Contact Portfolio record types only, you can create custom related information fields that enable you to display information from fields for which joined fields are not available. For information about creating custom related information fields, see Creating Custom Related Information Fields. NOTE: You can create custom related information fields for all types of fields except Web link and multiselect picklist fields. You can not use a custom related information field in Oracle CRM On Demand reporting because these fields are not mapped in Oracle CRM On Demand Answers. Instead, you must use the original source field, which is available in Oracle CRM On Demand Answers. About Updating Values in Custom Related Information FieldsThe following considerations apply to updating values in custom related information fields:
Example of Using Custom Related Information FieldsYour company owns and manages conference centers, and it provides conferencing facilities to other companies, government clients, and so on. You use a custom object record type to track information about events and another custom object record type to track information about the rooms that are used for the events. Each room is used for many events, and each event can use a number of rooms, so that you need a many-to-many relationship between the record types. To create the many-to-many relationship in Oracle CRM On Demand, you use a third custom object record type as an intersection table to track information about each room booking or session. You then create a one-to-many relationship between rooms and sessions, and a one-to-many relationship between events and sessions, which gives you a many-to-many relationship between rooms and events. For information about setting up many-to-many relationships between custom objects, see About Many-to-Many Relationships for Custom Objects. On the Room record type, you have two custom fields: Room Type and Room Capacity. You now want to display the information from the Room Type and Room Capacity fields in the Sessions related information section on the Event Detail page for certain user roles. This configuration enables users who view an Event Detail page to see the type and capacity of the rooms assigned to the event. The following procedure describes how to configure the Event and Session record types in this example. To configure the Event and Session record types
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Published 8/22/2016 | Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices. |