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Personalizing Your Application > Changing Your Action Bar Layout

Changing Your Action Bar Layout

Your company administrator assigns an action bar layout to each user role. Your company administrator can also make the Action bar unavailable to your user role.

If the Action bar is available to your user role, then it appears on the left side of all Oracle CRM On Demand pages by default. You can hide and show the Action bar as required. For more information, see About Showing or Hiding the Action Bar.

If the Personalize Action Bar privilege is enabled for your role, then you can display or hide any of the Action bar sections, including Web applets, that your company administrator has made available in the Action bar layout for your user role. For more information about your user-role settings, contact your company administrator.

You can specify how a record is displayed if it is the only record returned by a search. The record can be opened directly in a record Detail page, or it can be shown in a list page. The option that controls this behavior is the Navigate Directly to Detail Page If Only One Record Is Returned check box, in the Quick Search Options section of the Action bar layout page in your personal setup. The following considerations apply to the Navigate Directly to Detail Page If Only One Record Is Returned check box:

• By default, the check box is not selected.
• If the check box is not selected and a search returns only one record, then the record is shown in a list page, and you can open the record from the list page.
• If the check box is selected and a search returns only one record, then the record opens directly in a record Detail page.
• After you select or deselect the check box, the setting applies to all searches in the Action bar and in advanced searches that return only one record until you change the setting of the check box again.
• The setting of the check box applies to searches in the Action bar and to advanced searches only. Lists that you open in other areas in Oracle CRM On Demand are always shown in a list page, even if the list contains only one record.

To change your Action bar layout

1. In the upper-right corner of any page, click the My Setup global link.
2. In the Layout Personalization section, click Personal Layout.
3. In the Personal Layout page, in the Personal Action Bar Layout section, click Action Bar Layout.
4. In the Personal Layout page, use the arrows to move the sections as follows:
   • Move the sections you want to appear in the Action bar from the Available Sections section to the Displayed Sections section
   • Move the sections you do not want to appear in the Action bar from the Displayed Sections section to the Available Sections section.

     NOTE: For the Action bar to show in Oracle CRM On Demand, there must be at least one section in the Displayed Sections section of the page.

5. Scroll to the Customize Favorites section and select the appropriate option to have new favorites added to the start or the end of a favorites list (Favorite Records and Favorite Lists), depending on your preference.

   For more information on Favorite Records, see Favorite Records Page. For more information on Favorite Lists, see Favorite Lists Page.

6. In the Quick Search Options section, select or deselect the Navigate Directly to Detail Page If Only One Record Is Returned check box to specify the behavior when a search returns only one record, as follows:
   • If you want the record to open directly in the record Detail page, then select the check box.
   • If you want the record to be displayed in a list page, then deselect the check box.
7. Save your changes.