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Getting Started > Working with Records > About the Record Indicators for Related Information Sections

About the Record Indicators for Related Information Sections

If your user role has the Personalize Detail Page - Records Indicator privilege, then you can set up record indicators for the related information sections on record Detail pages. The record indicators allow you to see whether any records are present in a related information section, without opening the section. Your administrator can also configure the record indicators for the Detail pages for the record types at role level. If you do not personalize the record indicator settings for a record type, then the settings that are configured for the record type for your role are used.

NOTE: The related indicator functionality is not supported for the Attachments related information section on any record type, or for the User List related information section on the Division record type. In addition, the functionality is not supported for custom Web applets.

This topic describes the behavior of the record indicators for the related information sections. For information about personalizing the record indicator settings, see Managing Record Indicators for Related Information Sections.

The indicator icons are as follows:

• An asterisk (*) indicates that there is at least one record in the related information section.
• A circle with a line through it indicates one of the following:
  • There are no records in the related information section.
  • You user role and access profiles do not allow you to access the related information section.

Record Indicators in Classic Themes

If you use a classic theme, then for any related information section for which the indicators are set up to appear, the indicators are displayed as follows:

• If the related information sections are shown as tabs:
  • When the tab is not open, the indicator is displayed on the tab.
  • When the tab is open, the indicator is not displayed.
• If the related information sections are shown as lists:
  • When the list is collapsed, the indicator is displayed in the title bar of the list.
  • When the list is expanded, the indicator is not displayed.

Record Indicators in Modern Themes

If you use a modern theme, then for any related information section for which the indicators are set up to appear, the indicators are displayed as follows:

• If the related information sections are shown as tabs:
  • When the tab is not open, the indicator is displayed on the button for the related information section.
  • When the tab is open, the indicator is not displayed.
• If the related information sections are shown as lists:
  • When the list is collapsed, the record indicator is displayed on the button for the related information section and also in the title bar of the list.
  • When the list is expanded, the record indicator is not displayed in the title bar of the related information section. However, the record indicator continues to be displayed on the button for the related information section.

Dynamic Updates for Record Indicators

If you add one or more records in a related information section that previously contained no records, then when you close the tab or collapse the list, the indicator is usually updated dynamically to show that the related information section now contains records. Similarly, if you remove all of the records from a related information section, then when you close the tab or collapse the list, the indicator is usually updated dynamically to show that the related information section contains no records.

However, in some cases, a change to the contents of a related information section does not require the related information section to be refreshed, and in such cases the record indicators are not updated dynamically. For example, if you edit the Account field on a contact record inline on the Contact Detail page to add a primary account to the contact, and if the contact previously had no account linked to it, then the record indicator for the Accounts related information section on the Contact Detail page is not updated dynamically. In such cases, the record indicators are updated the next time that you open the Detail page for the parent record, or you manually refresh your browser when viewing the record Detail page.

Record Indicators in the Head-Up Display

If the head-up display is visible, then the record indicator for a related information section appears to the right of the link to the related information section in the head-up display. This is the case for any related information section for which the record indicators are set up to appear, in both classic themes and modern themes. The record indicator appears in the head-up display regardless of whether a related information tab is open or closed, or a related information list is expanded or collapsed. For information about using the head-up display, see Oracle CRM On Demand Page-by-Page Overview.

About Record Indicators and Filters in Related Information Sections

If the related information sections on your record Detail pages appear as tabs, and if the Enable Enhanced View for Tabs check box is selected on the company profile, then you can apply filters to the lists of records in the related information sections. The record indicators are not updated dynamically to reflect any filters that you apply to the list of related records. If you apply a filter to a list of related records so that no records are shown in the related information section, and if you then open a different tab on the Detail page, then the indicator for the filtered related information section continues to indicate that the section contains records.