Oracle CRM On Demand Connected Mobile Sales Administration Guide > Using Application Composer >

Customizing Layouts


Customizing layouts controls the layout lists, detail records, and search fields in Oracle CRM On Demand Connected Mobile Sales. You must customize layouts for each record type. For information on view modes, see Filters and Lists in Application Composer.

In releases prior to Oracle CRM On Demand Connected Mobile Sales 1.4.23, if address fields for the Account or Contact record types existed on a page layout in Oracle CRM On Demand, then those address fields were copied to Oracle CRM On Demand Connected Mobile Sales and could not be removed. Starting with Oracle CRM On Demand Connected Mobile Sales 1.4.23, you can now remove those fields on detail page layouts only. The following address fields are visible in the Application Composer.

Record Type
Address Fields
Comments

Contact

Contact Address

Account Address

The order of address sections for Contact cannot be changed or separated (you cannot put fields between them).

Account

Billing

Shipping

The order of address sections for Account cannot be changed or separated (you cannot put fields between them). The Billing field always appears above the Shipping field.

The following information applies to the address fields:

  • For address fields, the field names displayed in the Application Composer are the same as the display name as set in Oracle CRM On Demand Field Management.
  • The Account and Contact record types use a marker to represent where the address block appears. This marker consists of three dashed lines that behave as a unit. You can move fields above or below this marker, but you cannot move fields between the lines. The use of a single dashed line to represent section breaks and three dashed lines to represent the address block is due to a limitation in the selection pane software.
  • The address block marker and address field names in the Selected list box indicate only that these fields appear in the detail records, it does not affect the positioning of these fields. Address field names that appear in the Available list box do not appear in the detail records.
  • The positioning of the address fields on list records is determined by the three horizontal dashes symbol.
  • If both address fields are added to the list or detail record layouts, no other fields can be placed between them.
Oracle CRM On Demand Connected Mobile Sales Administration Guide, Version 1.4.23 Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.