Bookshelf Home | Contents | Index | PDF     

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

Selecting Record Types

Oracle CRM On Demand Connected Mobile Sales supports the following record types and relationships between other record types (Table 2):

Table 2. Supported Record Types and Related Record Types
Record Type
Supported Related Record Types

Account

Account, Account Competitor, Account Partner, Address, Appointment, Attachment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Note, Opportunity, Task, Team

Appointment

Attachment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, User

Business Plan

Appointment, Objective, Plan Account, Plan Opportunity, Task

Contact

Account, Address, Appointment, Attachment, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Note, Opportunity, Service Request, Task

Custom Object 01

Account, Appointment, Attachment, Contact, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Task

Custom Object 02

Account, Appointment, Attachment, Contact, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Task

Custom Object 03

Account, Appointment, Attachment, Contact, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Task

Custom Object 04

Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task

Custom Object 05

Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task

Custom Object 06

Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task

Custom Object 07

Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task

Custom Object 08

Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task

Custom Object 09

Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task

Custom Object 10

Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task

Custom Object 11

Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task

Custom Object 12

Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task

Custom Object 13

Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task

Custom Object 14

Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task

Custom Object 15

Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task

Household

N/A

Lead

Appointment, Attachment, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Task

Notes (Message Center)

None

Opportunity

Appointment, Attachment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Note, Opportunity Competitor, Opportunity Partner, Revenue, Task, Team

Product

None

Product Category

None

Service Request

Attachment, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Note

Task

Attachment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, User

User

None

Your selection of record types affects which record types appear in the user interface for users of Oracle CRM On Demand Connected Mobile Sales. It also affects which record types are in the Available lists in Application Composer's Select Available Fields and Customize Layout functions. For example, if the Task record type is not in the Selected list, then this record type does not appear anywhere in the Oracle CRM On Demand Connected Mobile Sales interface.

Deselecting record types is not recommended because it prevents any access to that record type, even as a related item. For example, if you deselect the Service Request record type, then that removes service requests from the home page and all related item links, such as from accounts. If you do not want a record type to be on the home page but want it to be available as a related item, then you can deselect its Include on Home Page check box in the Customize Layout screen. For more information, see Customizing Layouts.

To select record types

  1. Click Select Available Record Types.

    A list of available record types and a list of selected record types appear. Initially, all record types are in the Selected list by default.

  2. To move a record type between lists, select the record, and click an arrow button.

    You can Shift-click (contiguous items) or Control-click (noncontiguous items) to select and move multiple record types.

  3. Click Save.
    
Oracle CRM On Demand Connected Mobile Sales Administration Guide, Version 1.4.25 Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.