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Administering Oracle CRM On Demand > Application Customization > Creating and Managing Action Bar and Global Header Layouts

Creating and Managing Action Bar and Global Header Layouts

The Action bar can contain a number of sections, such as Message Center, Search, Communication Tools, Enhanced Keyword Search, and Recently Viewed. You can create custom layouts for the Action bar and the global header, customize the global header section, and assign these layouts to specific roles in Oracle CRM On Demand. Configuration changes to both the action bar and the global header are visible only to the roles using the modern theme. However, for roles using a classic theme, only configuration changes to the action bar layout are visible.

Making the Action Bar Unavailable to Users

By default, the Action bar appears on the left side of all Oracle CRM On Demand pages. Users can hide or show the Action bar as required. For more information, see About Showing or Hiding the Action Bar.

If you want the Action bar to be unavailable to a certain user role, then set up an action bar layout that is empty (that is, no sections are displayed or available in the layout), and assign that layout to the user role. The Action bar is then permanently hidden from the users who have that user role.

The following procedure describes how to add an action bar layout.

To add a new action bar layout

1. In the upper-right corner of any page, click the Admin global link.
2. In the Application Customization section, click Application Customization.
3. In the Application Setup section, click Action Bar and Global Header Layout.
4. In the Action Bar Layout and Global Header Layouts page, click New Layout.
5. In the Layout Name field, enter a name for the new action bar layout.
6. In the Description field, enter a name for the new action bar layout, and click Next.
7. Choose the sections to display in the action bar layout by moving fields from the Action Bar Available Sections to the Action Bar Displayed Sections using the left and right arrows. Use the up and down arrows to change the order of the selected fields.
8. Choose the sections to display in the global header by moving sections from the Action Bar Displayed Sections to the Global Header Available Sections using the left and right arrows.
9. Click Finish.
10. (Optional) Click the Edit button to edit any of the values you entered in steps 5 to 9.

Alternatively you can copy the existing default action bar layout provided in Oracle CRM On Demand and change the description and configuration to your requirements.

To copy an action bar layout

1. In the upper-right corner of any page, click the Admin global link.
2. In the Application Customization section, click Application Customization.
3. In the Application Setup section, click Action Bar and Global Header Layout.
4. Click the Copy link to the left of Action Bar and Global Header Standard Layout.
5. In the Layout Name field, enter a name for the new action bar layout.
6. In the Description field, enter a name for the new action bar layout, and click Next.
7. Choose the sections to display in the action bar layout by moving fields from the Action Bar Available Sections to the Action Bar Displayed Sections using the left and right arrows. Use the up and down arrows to change the order of the selected fields.
8. Choose the sections to display in the global header by moving sections from the Action Bar Displayed Sections to the Global Header Available Sections using the left and right arrows.
9. Click Finish.

NOTE: To copy other action bar layouts, click the down arrow to the left of the action bar layout name to display the copy function.

To edit the global header

1. In the upper-right corner of any page, click the Admin global link.
2. In the Application Customization section, click Application Customization.
3. In the Application Setup section, click Action Bar and Global Header Layout.
4. In the Action Bar and Global Header Layout page, click the down arrow beside the required layout.
5. From the menu, select Edit Global Header.

   The Global Header Icon Edit page lists any available global header sections in ascending order. If you enter the same order value for two or more global header sections, then those global header sections are displayed in the order in which they were created.

6. Do one of the following:
   • Click New to configure the global header sections.
   • Click Edit beside the global header section that you want to edit.
7. Click the magnifying glass icon to change the icon for your section.
8. From the Applet menu, select an available section.
9. (Optional) In the Description field, enter a description.
10. In the Applet Width field, enter the width of the section.

    The maximum width of the global header section is 700 pixels.

11. In the Order field, enter the order value in which you want your section to display on the global header.

    Global header sections are displayed from left to right according to the ascending order value.

12. Click Save.

Note: Global Web applets that are displayed in the global header always run, regardless of whether the Always Run check box in the My Web Applet page is selected or not. Be aware that certain Web applet content can impact performance, for example, if your Web applet references an external Web site. For more information about the Always Run check box, see Creating Global Web Applets.