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

Selecting Available Fields

After you have selected record types, you can select which fields are available for each record type. These fields appear in Oracle CRM On Demand Connected Mobile Sales in both lists and detail records. Changes you make in Application Composer to available record types and fields do not appear in Oracle CRM On Demand Connected Mobile Sales until you sign off and sign on again. The quantity of fields selected affects the amount of data that must be exchanged between Oracle CRM On Demand Connected Mobile Sales and Oracle CRM On Demand. For optimum performance, select the minimum number of fields necessary.

The list of fields available that appears on the Select Available Fields screen is affected by the user role. For more information, see About the Application Composer User. If there are fields you must have in Oracle CRM On Demand Connected Mobile Sales, but are not listed in the Available Fields list, check to make sure those fields are available to your Application Composer user in Oracle CRM On Demand and are in the page layouts available to your role.

The following field types are supported:

• Checkbox
• Currency
• Customized Custom Picklist Fields (supported for Account, Contact, Lead, and Opportunity)
• Date
• Date/Time
• Integer
• Multi-Select Picklist
• Note Fields (supported for Activity {Comments field only}, Contact, Custom Objects 04-15, and Opportunity)
• Number
• Percent
• Phone
• Picklist
• Text (Long)
• Text (Short)
• Web Link

The following field type is not supported:

• Concatenated Field

Make sure that you select fields that are of field type ID in Oracle CRM On Demand. This typically includes fields that end with the letters Id. Row Id should always be selected as an available field. The Id fields are used to link different record types. Oracle CRM On Demand Connected Mobile Sales uses these fields to link related records, such as accounts, appointments, contacts, leads, service requests, and tasks to each other.

If you use a Custom Object 01, Custom Object 02, and Custom Object 03 as both top-level and child-records, you must configure the available fields for both the top-level and child-level combinations you plan to use. For example, when adding a custom field to Custom Object 01, you must add the same custom field to Account - Custom Object 01 or Task - Custom Object 01.

If you have record types that exist as both a top-level object and as a child object, for example if Contact is both a top-level object and a child of the Account record type, then make sure that both configurations have the same fields.

To select available fields

1. Click Select Available Fields.

   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.

2. Click a record type.

   A list of Available fields and a list of Selected fields appears.

3. To move a field between lists, select the field, and click an arrow button.

   You can Shift-click (contiguous items) or Control-click (noncontiguous items) to select and move multiple fields. The ordering of the fields within the Selected list is not important at this time. You can arrange the fields into a specific order using the Customize Layout function. For more information, see Customizing Layouts.

4. Click Save.