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Life Sciences > Sample Requests > Working with the Sample Request Homepage

Working with the Sample Request Homepage

The Sample Request Homepage is the starting point for managing sample request records.

NOTE: Your company administrator can customize the layout of your Sample Request Homepage. In addition, if your user role includes the Personalize Homepages privilege, then you can add sections to the page, and remove sections from the page.

Before you begin. To work with sample requests, your user role must include the Enable Basic Samples Operations privilege.

Creating a Sample Request

You can create a new sample request by clicking the New button in the Recently Modified Sample Requests section. For more information, see Creating Records and Sample Request Fields.

Working with Sample Request Lists

The Sample Request Lists section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public. You and your managers can create additional lists that are based on different criteria.

The following table describes the standard lists for sample requests.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing Recent Sample Requests

The Recently Modified Sample Requests section shows the sample requests that you viewed most recently.

Click Show Full List to expand the list.

Adding Sections to Your Sample Request Homepage

If your user role includes the Personalize Homepages privilege, then you can add some or all of the following sections to your Sample Request Homepage:

• Recently Created Sample Requests
• Recently Modified Sample Requests
• My Recently Created Sample Requests
• My Recently Modified Sample Requests
• Additional report sections (Your company administrator can make report sections available for display on your Sample Request Homepage.)

To add sections to your Sample Request Homepage

1. On the Sample Request Homepage, click Edit Layout.
2. On the Sample Request Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page. Click Save.

Related Topics

See the following topics for related information about sample requests:

• Sample Requests
• Sample Request Fields
• Managing Sample Requests
• About the Automatic Population of Sample Request Fields
• Linking Sample Request Information to Calls