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Administering Oracle CRM On Demand > Application Customization > Adding Record Types

Adding Record Types

You can add custom record types for your company. For example, you might want to display an Order tab for your employees to use. To add a new record type, you rename and configure one of the custom object record types in Oracle CRM On Demand.

The privileges that allow your company to use the Custom Object 01 through Custom Object 10 record types and to give users access to those record types are enabled by default for the Administrator role in Oracle CRM On Demand. However, if your company needs to use more than 10 custom object record types, then you must contact Oracle CRM On Demand Customer Care to ask to have the additional custom object record types made available to your company.

In general, new record types work in the same way as the record types that are provided by default. A set of fields is available for each record type, including a Name field that can be used for filtering and sorting lists.

NOTE: For each of the Custom Object 01, 02, and 03 record types, eight fields are available for filtering and sorting lists of records of these record types. For all other custom object record types, only the Name field can be used for filtering and sorting lists of records of that record type.

You can set up custom fields, page layouts, search layouts, and so on for the new record types. However, you cannot use the new record types in the following areas:

• Assignment Manager
• Forecasting
• Default Group Assignment (they cannot be shared through groups)

In addition, new record types have these restrictions:

• New record types cannot contain the country-specific address groups
• By default, only the Name field is required in new record types
• No duplicate checking is performed on the new record type

For information about using Web services with new record types, see Downloading WSDL and Schema Files.

Before you begin. To perform this procedure, your role must include both the Customize Application privilege and the appropriate Customize Application privilege for the custom object you are using for your new record type. There are individual privileges for the Custom Object 01, 02, and 03 record types, for example, the Customize Application - Manage Custom Object 01 privilege. For other custom object record types, each privilege applies to a group of custom objects, for example, the Customize Application - Manage Custom Objects 04 through 10 privilege.

To add a record type

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 Application Setup section, click the Customize Record Types link.
4. In the row for the custom object record type that you are using, fill in the information, for example, enter Order.

   For more information, see Renaming Record Types. After you rename the record type, it appears under its new name in the Record Type Setup sections on the Application Customization page, replacing the link for the custom object record type.

5. Click Save.
6. In the Record Type Setup section on the Application Customization page, click the link for the new record type.
7. In the Field Management section, click the Field Setup link.
8. On the Field Setup page, you can do the following:
   • (Recommended) Click Manage Field Labels and rename the fields to meet your requirements.

     It is recommended that you rename the Name field. Throughout the application, each record type has a field called Name, which is preceded by the record type (Account Name, Opportunity Name, and so on). Therefore, if you are adding a record type named Order, you might relabel the Name field to Order Name. If your company uses Targeted Search, then the Name field appears by default as a search field in the Search section of the Action bar.

     NOTE: For the Custom Objects 01 through 03 record types only, the Quick Search 1 and Quick Search 2 fields also appear as search fields by default in the Search section of the Action bar, so you might want to rename the Quick Search 1 and Quick Search 2 fields. For example, if you are adding a record type named Order, then you might want to rename the Quick Search 1 field as Order Number. Then, when an employee selects Order from the list of record types in the Search section, Order Number appears as one of the search fields.

   • Click New Fields and add custom fields.

     The same restrictions exist for these record types as for custom fields for the default record types.

     For more information about editing fields and creating custom fields, see Creating and Editing Fields.

9. Set up the page layouts for the Edit and Detail pages for the new record type.

   You can add fields to the record Edit pages, group the fields into separate sections, and rename those sections.

   To create relationships with other record types, add the fields (Account, Contact, Opportunity, and so on) to the page layouts. This creates a Lookup icon next to the field, where users can link existing records to this new record type.

   You can add related information sections to the Detail pages.

   When you add Team as a related information section, users can share this record with team members on a record-by-record basis.

   NOTE: The Team related information section is supported for all custom object record types.

   For instructions, see Customizing Static Page Layouts.

10. (Optional) Set up search layouts for the new record type. For more information, see Managing Search Layouts.
11. (Optional) Set up custom Homepage layouts for the new record type. For more information, see Creating Record Homepage Layouts.
12. (Optional) Add the new record type as a field or as a related information section in the page layouts for other record types.

NOTE: After you finish setting up the new record type, you must update the relevant access profiles to give the users the appropriate access levels for the new record type. You must also update the relevant user roles to make the tab for the record type available to the roles, and to assign your customized page layouts, Homepage layouts, and search layouts for the record type to the roles. For information about updating access profiles, see Process of Setting Up Access Profiles. For information about updating roles, see Adding Roles.

Related Topics

See the following topic for related information:

• About Many-to-Many Relationships for Custom Objects