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Elements and Sections in the Roles XML Output File


Table 51 describes the elements and sections in the roles XML output file.

Table 51. Elements and Sections in the Roles XML Output File
Element or Section
Description

<data:RoleName>MyCustomRole</data:RoleName>

<RoleName> contains the system name of the role.

<data:Description>OnDemand Role</data:Description>

<Description> contains the description for the role.

<data:DefaultSalesProcess>Default Sales Process
</data:DefaultSalesProcess>

<DefaultSalesProcess> contains the name of the default sales process specified for the role.

<data:ThemeName>Oracle</data:ThemeName>

<ThemeName> contains the name of the theme that is used by default when a user who is assigned this role signs in to Oracle CRM On Demand using a desktop or laptop computer.

<data:ModernThemeName>Oracle Blue - Modern
</data:ModernThemeName>

<ModernThemeName> contains the name of the theme that is used by default when a user who is assigned this role signs in to Oracle CRM On Demand using a tablet computer or other touch-screen device, provided that the tablet computer or touch-screen device is detected by Oracle CRM On Demand.

<data:LeadConversionLayout>
</data:LeadConversionLayout>

<LeadConversionLayout> contains the name of the lead conversion layout specified for the role.

<data:ActionBarLayout>Action Bar Standard Layout
</data:ActionBarLayout>

<ActionBarLayout> contains the name of the Action bar layout specified for the role.

<data:RelatedInfoFormat>Tabs</data:RelatedInfoFormat>

<RelatedInfoFormat> specifies the format for related information sections on record detail pages, which can be shown as lists or as tabs.

<data:ExpirePasswordIn></data:ExpirePasswordIn>

<ExpirePasswordIn> specifies the length of time that a password is valid for a user who has this role. After this period has elapsed, the user is forced to change the password. If no value is specified, then the password expiry period that is defined for the company applies to the users who have this role.

Valid values are:

  • 30 days
  • 60 days
  • 90 days
  • 180 days
  • One Year
  • Never expires

<data:ListOfRoleTranslation>
. . .
</data:ListOfRoleTranslation>

The <ListOfRoleTranslation> section contains the translation values for the role.

<data:ListOfRoleTranslation>
  <data:RoleTranslation>
    <data:LanguageCode>ENU</data:LanguageCode>
    <data:RoleName>My Custom Role</data:RoleName>
  </data:RoleTranslation>
. . .
</data:ListOfRoleTranslation>

The <RoleTranslation> section contains the translation values for one language:

<data:ListOfRecordTypeAccess>
. . .
</data:ListOfRecordTypeAccess>

The <ListOfRecordTypeAccess> section lists the record-type Access defined for each record type for the role.

<data:ListOfRecordTypeAccess>
  <data:RecordTypeAccess>
     <data:RecordName>CustomObject10</data:RecordName>
        <data:HasAccess>true</data:HasAccess>
        <data:CanCreate>true</data:CanCreate>
        <data:CanReadAll>true</data:CanReadAll>
  </data:RecordTypeAccess>
  <data:RecordTypeAccess>
     <data:RecordName>Account</data:RecordName>
       <data:HasAccess>true</data:HasAccess>
       <data:CanCreate>true</data:CanCreate>
       <data:CanReadAll>true</data:CanReadAll>
   </data:RecordTypeAccess>
. . .
</data:ListOfRecordTypeAccess>

The <RecordTypeAccess> section specifies the record-type Access defined for each record type for users who have this role, as follows:

  • <RecordName> contains the system name of the record type (object), which never changes. The system names for the record types are listed in System Names for Record Types.
  • <HasAccess> determines whether the user has access to the records of the specified record type (true) or does not have access to records of the specified record type (false).
  • <CanCreate> determines whether the user can create records of the specified record type (true) or cannot create records of the specified record type (false).
  • <CanReadAll> determines whether the user has read all records of the specified record type (true) or does not have access to all records of the specified record type (false).

<data:AccessProfile>
  <data:DefaultAccessProfile>Administrator Default
    Access Profile</data:DefaultAccessProfile>
  <data:OwnerAccessProfile>Administrator Owner Access
    Profile</data:OwnerAccessProfile>
</data:AccessProfile>

The <AccessProfile> section specifies the access profiles that are assigned to the role, as follows:

  • <DefaultAccessProfile> contains the name of the default access profile for the role.
  • <OwnerAccessProfile> contains the name of the owner access profile for the role.

<data:ListOfPrivilege>
. . .
</data:ListOfPrivilege>

The <ListofPrivilege> section specifies the privilege settings for the role.

<data:ListOfPrivilege>
  <data:Privilege>
    <data:PrivilegeName>ACCESS_ATT_EXPORT
       </data:PrivilegeName>
     <data:Enabled>false</data:Enabled>
  </data:Privilege>
. . .
</data:ListOfPrivilege>

The <Privilege> section specifies the details of one privilege for the role:

  • <Privilege> contains the system name of the privilege. For information about privilege IDs, their corresponding names, and descriptions, see Privilege IDs and Their Corresponding Names and Descriptions.
  • <Enabled> specifies whether the privilege is enabled for the role (true) or is not enabled for the role (false).

<data:TabAccessAndOrder>
. . .
</data:TabAccessAndOrder>

The <TabAccessAndOrder> section contains the details of the tab access and order for the role.

<data:TabAccessAndOrder>
  <data:ListOfAvailableTab>
    <data:AvailableTab>Dashboard</data:AvailableTab>
    <data:AvailableTab>Forecasts</data:AvailableTab>
    <data:AvailableTab>Reports</data:AvailableTab>
. . .
  </data:ListOfAvailableTab>
. . .
</data:TabAccessAndOrder>

The <ListofAvailableTab> section contains the details of the tabs that are available to users who have this role, but are not displayed by default. This section corresponds to the Available Tabs list in the Role Management wizard. The <AvailableTab> child element contains the system name of the record type for the tab.

For more information about mapping the XML values from the <AvailableTab> element to their corresponding UI names, see Table 90.

<data:TabAccessAndOrder>
. . .
  <data:ListOfSelectedTab>
     <data:SelectedTab>
       <data:TabName>Home</data:TabName>
       <data:Order>0</data:Order>
     </data:SelectedTab>
     <data:SelectedTab>
       <data:TabName>Accounts</data:TabName>
       <data:Order>1</data:Order>
     </data:SelectedTab>
     <data:SelectedTab>
        <data:TabName>Contacts</data:TabName>
        <data:Order>2</data:Order>
     </data:SelectedTab>
     <data:SelectedTab>
        <data:TabName>Leads</data:TabName>
        <data:Order>3</data:Order>
      </data:SelectedTab>
. . .
   </data:ListOfSelectedTab>
</data:TabAccessAndOrder>

The <List of Selected Tab> section contains the details of the tabs that are displayed by default for users who have this role. This section corresponds to the Selected Tabs list in the Role Management wizard. The elements in the section are:

  • <TabName> contains the system name of the record type for the tab.
  • <Order> indicates the order of the tab in the Selected Tabs list. The order of value 0 (zero) corresponds to the first tab in the Selected Tabs section in the UI.

For more information about mapping the XML values from the <TabName> element to their corresponding UI names, see Table 90.

<data:ListOfPageLayoutAssignment>
. . .
</data:ListOfPageLayoutAssignment>

The <ListOfPageLayoutAssignment> section contains the details of the page layout assignments for the role.

<data:ListOfPageLayoutAssignment>
  <data:PageLayoutAssignment>
    <data:RecordType>UserAdmin</data:RecordType>
    <data:LayoutName></data:LayoutName>
    <data:PageViewType>Static</data:PageViewType>
  </data:PageLayoutAssignment>
  <data:PageLayoutAssignment>
    <data:RecordType>Account</data:RecordType>
    <data:LayoutName></data:LayoutName>
    <data:PageViewType>Static</data:PageViewType>
  </data:PageLayoutAssignment>
. . .
</data:ListOfPageLayoutAssignment>

The <PageLayoutAssignment> section contains the details of the page layout assignment for one record type for the role:

  • <RecordType> is the system name of the record type (object), which never changes. For more information about mapping the XML values from the <RecordType> element to their corresponding UI names, see Table 90.
  • <LayoutName> specifies the name of the page layout for the record type for this role. If the <LayoutName> element is not specified, then the default layout is applied. If the <PageViewType> has the Dynamic value, then the layout specified in the <LayoutName> must be a dynamic layout. For more information about dynamic page layouts, see Migrating Dynamic Page Layouts.
  • <PageViewType> specifies whether the page layout is a static layout or a dynamic layout. The <PageViewType> element value must be either Static or Dynamic.

<data:ListOfSearchLayoutAssignment>
. . .
</data:ListOfSearchLayoutAssignment>

The <ListOfSearchLayoutAssignment> section contains the details of the search layout assignments for the role.

<data:ListOfSearchLayoutAssignment>
  <data:SearchLayoutAssignment>
    <data:RecordType>Account</data:RecordType>
    <data:LayoutName>AccountSearch</data:LayoutName>
  </data:SearchLayoutAssignment>
  <data:SearchLayoutAssignment>
    <data:RecordType>Opportunity</data:RecordType>
    <data:LayoutName></data:LayoutName>
  </data:SearchLayoutAssignment>
. . .
</data:ListOfSearchLayoutAssignment>

The <SearchLayoutAssignment> section contains the details of the page layout assignment for one record type for the role:

  • <RecordType> is the system name of the record type (object), which never changes. For more information about mapping the XML values from the <RecordType> element to their corresponding UI names, see Table 90.
  • <LayoutName> specifies the name of the search layout for the record type for this role.

<data:ListOfHomepageLayoutAssignment>
. . .
</data:ListOfHomepageLayoutAssignment>

The <ListOfHomePageLayoutAssignment> section contains details of the homepage layout assignments for the role.

<data:ListOfHomepageLayoutAssignment>   <data:HomepageLayoutAssignment>
    <data:RecordType>Homepage</data:RecordType>
    <data:LayoutName>My Homepage Custom Layout
    </data:LayoutName>
  </data:HomepageLayoutAssignment>
  <data:HomepageLayoutAssignment>
    <data:RecordType>Program</data:RecordType>
    <data:LayoutName></data:LayoutName>
  </data:HomepageLayoutAssignment>
  <data:HomepageLayoutAssignment>
    <data:RecordType>Partner</data:RecordType>
    <data:LayoutName></data:LayoutName>
  </data:HomepageLayoutAssignment>
  <data:HomepageLayoutAssignment>
    <data:RecordType>Account</data:RecordType>
    <data:LayoutName>My Custom Account Homepage Layout
    </data:LayoutName>
  </data:HomepageLayoutAssignment>
. . .
</data:ListOfHomepageLayoutAssignment>

The <HomepageLayoutAssignment> section contains the details of the homepage layout assignment for one record type for the role:

  • <RecordType> is the system name of the record type (object), which never changes. For more information about mapping the XML values from the <RecordType> element to their corresponding UI names, see Table 90.
  • <LayoutName> specifies the name of the homepage layout for the record type for this role.

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