Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition >

Modifying Search Layouts for Oracle CRM On Demand Financial Services Edition

Complete the steps in the following procedure to modify the search layout for the record types.

Company administrators typically modify the search layout for the Insurance Property record type for each role in the Financial Services edition.

This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.

To modify a search layout for Oracle CRM On Demand Financial Services Edition

1. In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.
2. In the Record Type Setup section, click the link for the Insurance Property record type.
3. In the Search Layout Management section, click the Insurance Property Search Layout.
4. In Insurance Property Search Layout page, click the Copy link next to a layout to create a new layout that is based on an existing layout, or click New Layout on the title bar to create an entirely new layout.

   The Page Layout wizard opens.

5. In Step 1 of the wizard, enter a name for the layout and (optionally) a description and click Next.
6. In Step 2 Specify Targeted Search Field, select fields from the available Fields list and use the up and down arrows next to the Selected Fields list to organize the search fields in the order you want, or you can leave the default field in this step.
7. In Step 3 Define Search Result Layout, select fields from the available Fields list and put the fields in the Lookup Window and Search Results Fields section. For example to help search the Insurance property, the administrator can select: Policy, Type, Make, Model, Amount fields to be put in the Lookup Window and Search Results Fields section.
8. Deselect the Configure Lookup window with default fields check box.
9. Click Finish to save the layout.

Enabling a Search Layout for Oracle CRM On Demand Financial Services Edition

Now you must enable the search layout you configured in the previous procedure for each role in Oracle CRM On Demand Financial Services Edition.

To enable a search layout for Oracle CRM On Demand Financial Services Edition

1. In Oracle CRM On Demand, navigate to Admin, User Management and Access Controls, and then the Role Management view.
2. Click the edit link next to the role that you want to enable in the Search Layout.

   The Role Management wizard opens.

3. Go to Step 7 of the wizard, Search Layout Assignment and on the Insurance Property record type, select the search layout name that you configured in the previous procedure.
4. Click Finish.