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Administering Oracle CRM On Demand > User Management and Access Controls > User Management > Setting Up Default Books by Record Type for a User

Setting Up Default Books by Record Type for a User

You can specify a default book for each record type for a user. The user sees the specified book by default in the Book selector for the record type. However, specifying a default book does not limit the user’s access to records. The user can select a different book in the Book selector.

If you select a custom book as the default book for a record type, and if the record type is configured in book mode, then when the user creates a record of that record type, the Book field on the record is automatically populated with the name of the default book. If you select a user book or the All book as the default book for a record type, then when the user creates a record of that record type, the Book field on the record is not automatically populated with the name of the default book, even if the record type is configured in book mode. For more information about the book mode and other record ownership modes, see About Record Ownership Modes.

The following procedure describes how to set up default books by record type for a user.

To set up default books by record type for a user

1. In the upper-right corner of any page, click the Admin global link.
2. In the User Management and Access Controls section, click the User Management and Access Controls link.
3. On the User Management and Access Controls page, click User Management.
4. On the User List page, click the Last Name link for the user whose default books you want to set up.
5. On the User Detail page, scroll down to the Default Book by Record Type section, and do one of the following:
   1. Click New to add a default book for a record type.
   2. Click the Edit link for the default book that you want to change.
6. In the Add Default Book by Record Type page, select the record type and the book setting.
7. Save your changes.