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Personalizing Your Application > Personalizing Field Layouts

Personalizing Field Layouts

Users can personalize the field layout on the Detail page for a record type when their user role is set up as follows:

• The Personalize Detail Page - Fields privilege is enabled for the role.
• A custom page layout is assigned to the role for the record type.

You can personalize the field layouts for both static and dynamic layouts. When personalizing field layouts, note the following points:

• All of the fields that are available on the custom layout that is assigned to your user role for a record type appear by default on your layout until you personalize the layout.
• You can remove (hide) some of the fields on your personalized layout, but you cannot add any fields that do not appear on the default layout to your personalized layout.
• You cannot remove required fields from your layout. In addition, administrators can specify that certain fields must always appear on a layout, so that you cannot remove those fields from your personalized layout. In the Personal Layout - Fields page, the fields that must always appear on the layout are shown in the same font color as the required fields.

Depending on the type of page layout that is used, you might be able to personalize a field layout through the My Setup global link, or through the Edit Layout link on record Detail pages, or through both of these links. The following table shows which of the links you can use to personalize the field layouts. In all cases, the page layout assigned to your user role must be a custom page layout, that is, you cannot personalize the standard page layout for a record type in Oracle CRM On Demand. The information in this table also applies when you want to restore a personalized field layout to the default field layout. For information about restoring a field layout to the default field layout, see the Restoring Field Layouts to the Default Layouts section of this topic.

NOTE: The default layout for a dynamic layout is the layout that is used when the driving picklist field for the dynamic layout is blank on a record.

To personalize a field layout for a record type, complete the steps in the following procedure.

To personalize a field layout for a record type

1. In the upper-right corner of any page, click the My Setup global link.

   NOTE: If you want to personalize the field layout that is used for a specific value in the driving picklist field for a dynamic layout, then instead of clicking the My Setup link, open a record that has the appropriate value in the driving picklist field, click Edit Layout, and then skip to step 4.

2. In the Layout Personalization section, click Personal Layout.
3. In the Personal Detail Page Layout section, click the Layout page link for the page you want to personalize.

   For example, if you want to personalize the field layout for the Account record type, then click Account Layout.

4. If the Personal Layout page opens, then click Field Layout.
5. In the Personal Layout - Fields page, use the arrows to reorganize the fields on the layout.

   You can move fields within a section of the page, and you can move fields from one section of the page to a different section. If you do not want a certain field to appear on your personalized page layout, then move the field to the Available Fields section.

   NOTE: If you move a required field or a field that your administrator has specified that it must always appear on the layout to the Available Fields section, then an error message appears when you try to save the layout, and you must move the field back to any one of the sections on the layout.

6. Save your changes.

After a user creates a personalized field layout, that layout is used each time that the user opens or edits a record of that record type until one of the following actions occurs:

• The user changes the field layout again.
• The user restores the default field layout for the page.

  NOTE: Restoring a field layout to the default layout does not affect any personalized layouts of related information sections. Similarly, restoring a personalized layout of related information sections to the default layout does not affect any personalized field layouts for the record type.

• The administrator resets the page layout for the user's role to the default layout, or assigns a different layout to the role for that record type.

  NOTE: If an administrator resets the page layout for a record type to the default layout for a role, then all of the personalized field layouts and all of the personalized layouts of the related information sections for that record type are restored to the default for users who have that role. However, if an administrator assigns a new page layout for a record type to a role, then all users who have that role see the new field layout for the record type, but the users continue to see their personalized layouts of the related information sections for the record type until they restore their related information layouts to the default layout.

Depending on how the user's role is set up, the user's personalized field layout might also be used in the page where the user enters information for a new record. For more information about the field layout on new record pages, see About the Layouts of New Record Pages.

Restoring Field Layouts to the Default Layouts

If you want to stop using a personalized field layout, then you can restore the field layout to the default layout for the record type for your role. Depending on the type of page layout that is used, you might be able to restore a field layout through the My Setup global link, or through the Edit Layout link on record Detail pages, or through both of these links. For information about which link to use, see the table in the preceding section of this topic.

To restore a personalized field layout to the default layout, complete the steps in the following procedure.

To restore a field layout to the default layout

1. In the upper-right corner of any page, click the My Setup global link.

   NOTE: If you want to restore the field layout that is used for a specific value in the driving picklist field for a dynamic layout to the default field layout for that value, then instead of clicking the My Setup link, open a record that has the appropriate value in the driving picklist field, click Edit Layout, and then skip to step 4.

2. In the Layout Personalization section, click Personal Layout.
3. In the Personal Detail Page Layout section, click the Layout page link for the page that you want to restore to the default.
4. If the Personal Layout page opens, then click Field Layout.
5. In the Personal Layout - Fields page, click Default.
6. Save your changes.

The next time you open, edit, or create a record of that record type, you see the default layout assigned to your role for the record type.

Related Topics

See the following topic for related information about personalized field layouts:

• How Personalized Field Layouts Interact with Page Layouts for Roles