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Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > How Personalized Related Information Layouts Interact with Page Layouts for Roles

How Personalized Related Information Layouts Interact with Page Layouts for Roles

Each user role has an assigned page layout for each record type. Page layouts determine the fields, page sections, and related information sections that users can see on the pages where they create, view, and edit records of the various record types. Users can personalize the layout of the related information sections on the Detail page for a record type if the Personalize Detail Page - Related Information privilege is enabled for their user role. Users can show or hide the related information sections and can also change the order in which the related information sections appear on the Detail page.

NOTE: Depending on the setup of their user role, users might also be able to personalize the field layout on record pages. For more information, see How Personalized Field Layouts Interact with Page Layouts for Roles.

If necessary, you can reset any personalized versions of the page layouts to the default settings for a role. For more information, see Resetting Personalized Page Layouts.

How Personalized Related Information Layouts Interact with Static Page Layouts

When a static page layout is used, a user sees the same layout for all records of a given record type. When a user creates a personalized layout of the related information sections for a static Detail page layout, the behavior is as follows:

• After the user changes the layout of the related information sections on the Detail page for a record type, the user's personalized layout is used each time that the user opens the Detail page for a record of that type.
• The user's personalized layout of the related information sections continues to be used for all records of that record type until one of the following actions occurs:
  • The user edits the personalized layout of related information sections again.
  • The user resets the layout to the default page layout for the user's role.

    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 company administrator resets the page layout for the user's role to the default page layout.

    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.

• If the company administrator makes changes to the lists of available and displayed related information sections in a default page layout for a user role, then the behavior is as follows:
  • If the company administrator moves a related information section that was previously unavailable to the list of displayed sections or the list of available sections in the default page layout, then the section is not automatically displayed in the user's corresponding personalized layout. If the user wants the newly available section to be displayed, then the user must edit the personalized layout to add the section to the list of displayed sections.
  • If the company administrator moves a related information section from the list of displayed sections to the list of available sections in the default page layout, and if that section is already displayed in a user's personalized layout, then the section continues to be displayed to the user until the user removes the section from the list of displayed sections in the personalized layout or resets the layout to the default layout.
  • If the company administrator moves a related information section to the list of unavailable sections in the default page layout, and if that section is already displayed in a user's personalized layout, then the section continues to be displayed in the record Detail page for that user. However, the next time the user edits the personalized layout for the Detail page, the section no longer appears in the list of displayed sections for the layout, and after the user clicks Save in the Personal Layout page, the unavailable section is removed from the layout and is no longer displayed in the record Detail page.

How Personalized Related Information Layouts Interact with Dynamic Page Layouts

For some record types, company administrators can create dynamic page layouts. In dynamic page layouts, a picklist value in a field on a record is used to determine the dynamic rendering of the page layout for the record. For example, your company might want users to see a certain layout for the Detail pages for accounts where the account type is Customer, and might want users to see a different page layout for accounts where the account type is Competitor. In that case, your company administrator can set up a dynamic page layout for the Account Detail page and assign it to user roles as necessary.

When dynamic layouts are used, the Enable Personalization of Individual Dynamic Page Layouts check box on the company profile determines whether a user can create only one personalized layout of the related information sections for a record type, or can create multiple personalized layouts for a record type. The behavior of the Enable Personalization of Individual Dynamic Page Layouts check box is as follows:

• If the Enable Personalization of Individual Dynamic Page Layouts check box is deselected on the company profile, then a user can create only one personalized layout of the related information sections for a record type. The user's personalized layout of the related information sections is used for the Detail page for all records of that record type regardless of the value in the picklist field that determines the dynamic rendering of the page layout.

  For example, assume that a dynamic layout is used for the Account record type as described earlier. If a user changes the layout of the related information sections while working in the Detail page of an account that has the Competitor account type, then the personalized layout of the related information sections is used in the Detail page for all account records, regardless of the account type.

  After the layout is personalized, any further changes that the user makes to the personalized layout are reflected in the Detail page for all records of that type. If the user resets the layout of the related information sections for the record type to the default layout for the user's role, then the dynamic page layouts for the record type are used for the Detail record pages.

  For example, assume that a dynamic layout is used for the Account record type as described earlier. After a user resets the layout of the related information sections for the Account record type to the default layout for the user's role, the appropriate dynamic page layout for the account type, Competitor or Customer, is used.

• If the Enable Personalization of Individual Dynamic Page Layouts check box is selected on the company profile, then a user can choose to create a personalized layout of the related information sections for each of the values in the picklist field that determines the dynamic rendering of the page layout. The user’s personalized layout for a picklist value is used each time that the user opens a record of that type in which that picklist value is selected.

  After the user creates a personal layout of the related information sections for a picklist value, the user can change the personalized layout again or can create personalized layouts for other values in the picklist. The user can also choose to reset the layouts of the related information sections for all picklist values to the default page layouts.

Regardless of the setting in the Enable Personalization of Individual Dynamic Page Layouts check box on the company profile, the interaction between a user’s personalized layouts of the related information sections and the page layouts for the user’s role is as follows:

• If the company administrator makes changes to the lists of available and displayed related information sections in a default page layout for a user role, then the behavior is as follows:
  • If the company administrator moves a related information section that was previously unavailable to the list of displayed sections or the list of available sections in the default page layout, then the section is not automatically displayed in the user's corresponding personalized layout. If the user wants the newly available section to be displayed, then the user must edit the personalized layout to add the section to the list of displayed sections.
  • If the company administrator moves a related information section from the list of displayed sections to the list of available sections in the default page layout, and if that section is already displayed in a user's personalized layout, then the section continues to be displayed to the user until the user removes the section from the list of displayed sections in the personalized layout or resets the layout to the default layout.
  • If the company administrator moves a related information section to the list of unavailable sections in the default page layout, and if that section is already displayed in a user's personalized layout, then the section continues to be displayed in the record Detail page for that user. However, the next time the user edits the personalized layout for the Detail page, the section no longer appears in the list of displayed sections for the layout, and after the user clicks Save in the Personal Layout page, the unavailable section is removed from the layout and is no longer displayed in the record Detail page.

About Changing the Enable Personalization of Individual Dynamic Page Layouts Option

Company administrators can change the setting of the Enable Personalization of Individual Dynamic Page Layouts check box on the company profile. If you change the setting of the check box, then the layouts of the related information sections that users see might be affected. The behavior that a user sees when the setting is changed depends on the following:

• Whether the check box was previously selected, thus allowing the user to create personalized layouts of related information sections for individual picklist values for a record type.
• Whether the user previously created either a single personalized layout or multiple personalized layouts of related information sections for pages where dynamic layouts are used.

The following table shows the behavior that a user sees when the Enable Personalization of Individual Dynamic Page Layouts check box is currently deselected, and you select it.

The following table shows the behavior that a user sees when the Enable Personalization of Individual Dynamic Page Layouts check box is currently selected, and you deselect it.

NOTE: If the personalized layouts that your users created in the past are likely to be different from the current default layouts, then you might want to reset the page layouts for a role to the default layouts after you change the setting of the Enable Personalization of Individual Dynamic Page Layouts check box. However, resetting the page layouts for a role resets any personalized field layouts to the default layout, as well as resetting the layouts of the related information sections. Alternatively, you might recommend that users reset their layouts of the related information sections to the default.

Related Topics

For more information about page layouts, see the following topics:

• Customizing Static Page Layouts
• Specifying Dynamic Page Layouts
• Resetting Personalized Page Layouts
• How Personalized Field Layouts Interact with Page Layouts for Roles