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

Customizing Layouts for Lists and Detail Records

You can customize the layouts for lists and detail records using the following procedure.

To customize layouts

1. Click Customize Layouts.
2. Click a record type.

   The list of available record types appears. If the record type that you want does not appear, then you can make it available using the Select Available Record Types function. For more information, see Selecting Record Types.

3. To remove this record type from the home page but retain its availability as a related item, deselect the Include on Home Page check box.

   This setting applies only to the record type being edited. The record type does not appear on the home page, but its records can still be accessed as a related item in other record types. For example, if the record type you are editing is Service Request, and you deselect this check box, then an icon for Service Requests does not appear on the home page. However, if you are displaying other record types, such as an account, you can access the service requests for that account.

4. Select Include on Home Page to have this record type appear on the application's home page.
5. Set the Read Only check box in the Record Type Access section.

   The default setting is to have this box cleared. However, if you want the record type to be read only (uneditable), select the Read Only check box. If Read Only is selected, users of Oracle CRM On Demand Connected Mobile Sales then cannot add or edit any records of this record type. Users of other applications, such as Oracle CRM On Demand can add or edit records of this record type. Related items remain editable. For example, if the Opportunity record type is marked as read only, accounts related to an opportunity are still editable.

6. (Optional) From the Select Filter menu, choose a filter.

   In the Select Filter menu you have a choice between different types of filters or to use lists. It is recommended to use lists instead of a filter. For more information, see Filters and Lists in Application Composer.

   A list of the available fields and a list of selected fields appear. This selection controls which fields appear in a list view. You must choose between one and three fields to define the list view for the record type.

7. Select the fields to appear in the list view of a record and click Customize Detail.

   NOTE:  You cannot change the list fields for the Appointment record type.

   The Customize Detail form appears.

8. Select the fields that you want to appear in the detail view of a record.
9. To move a field between lists, do one of the following:
   • Select the field, and click an arrow button.
   • Shift-click (contiguous items) or control-click (noncontiguous items) to select and move multiple fields.
10. To reorder the fields within the Selected list box, use the up and down arrow buttons.

    Within the Selected list box are dashed lines that represent section breaks. The number of sections is specific to the record type. For example, the Account record type has four sections (three dashed-line separators), whereas the Service Request record type has three sections (two dashed-line separators). You cannot add, remove, or change the order of sections. Typically, the middle sections contain address information. You cannot add fields to or remove fields from an address section.

11. Click Select Related Items.

    A list of available and selected record types appear. The selected record types you choose here appear at the bottom of the display of a detail record as the related items. For example, if you are displaying a contact record, you can have buttons at the bottom of the record to jump to related items, such as activities, leads, and service requests.

12. Select the related items, and click Save.