|
Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > How Personalized Field Layouts Interact with Page Layouts for Roles
How Personalized Field Layouts Interact with Page Layouts for Roles
Users can personalize the field layout on the Detail page for a record type when their user role is set up as follows:
- The Personalize Detail Page - Fields privilege is enabled for the role.
- A custom page layout is assigned to the role for the record type.
NOTE: If the standard layout is assigned to a role for a record type, then users cannot personalize the field layout for that record type. Also, you cannot configure a user role so that users can personalize some, but not all, of the custom page layouts that are assigned to their role. If the user role includes the Personalize Detail Page - Fields privilege, then the users who have that role can personalize all of the custom page layouts that are assigned to the role.
When you set up custom page layouts, you can specify that certain fields must always appear on the layout. With the exception of required fields and the fields that you specify must always appear on the layout, users can show or hide the fields on their personalized layout. Users can also change the order in which the fields appear on the Detail page. Users cannot add any fields that do not appear on the default layout to their personalized layout. Users can personalize the field layouts for both static and dynamic layouts.
NOTE: Depending on the setup of their user role, users might also be able to personalize the layout of the related information sections on record Detail pages. For more information, see How Personalized Related Information Layouts Interact with Page Layouts for Roles.
After a user creates a personalized field layout, that layout is used each time that the user opens or edits a record of that record type until one of the following actions occurs:
- The user changes the field layout again.
- The user restores the default field layout for the page.
NOTE: Restoring a field layout to the default layout does not affect any personalized layouts of related information sections. Similarly, restoring a personalized layout of related information sections to the default layout does not affect any personalized field layouts for the record type.
- The administrator resets the page layout for the user's role to the default layout, or assigns a different layout to the role for that record type.
NOTE: If an administrator resets the page layout for a record type to the default layout for a role, then all of the personalized field layouts and all of the personalized layouts of the related information sections for that record type are restored to the default for users who have that role. However, if an administrator assigns a new page layout for a record type to a role, then all users who have that role see the new field layout for the record type, but the users continue to see their personalized layouts of the related information sections for the record type until they restore their related information layouts to the default layout.
About Field Layouts in New Record Pages
A user's personalized layout is also used in the pages where the user enters information for a new record of that record type, unless a custom layout for the new record page is assigned to the user’s role for the record type. If a custom layout for the new record page is assigned to the user’s role for use in all cases, then the user’s personalized layout is never used for the new record pages. However, if the user’s role specifies that the custom layout for the new record page is used only when the user creates a record from the Action bar or global header, then the user’s personalized field layout is used when the user creates a record from any other area in Oracle CRM On Demand.
What Happens If a Page Layout Changes After Users Personalize the Field Layout?
After users who have a certain role personalize their field layout for a record type, an administrator might make a change to the default layout for the role. Depending on the change that the administrator makes, the changes to the layout interact with the personalized layouts as follows:
- If the administrator assigns a different Detail page layout to the role for the record type, then all users who have the role see the new field layout for the record type the next time they sign in to Oracle CRM On Demand. However, if the administrator later reassigns the original page layout to the role again, then users again see their personalized versions of that layout.
- If an administrator makes a change to the presence, layout, or characteristics of the fields on the field layout for the Detail page that is assigned to the role, then the change is not automatically applied to the personalized layouts. For example:
- If an administrator removes a field from the Detail page layout, then the field is not removed from the personalized layouts. Also, if a user opens the Personal Layout - Fields page for that page layout, then the field that the administrator removed continues to be available, either in one of the sections in the layout or in the Available Fields list, as specified by the user.
- If an administrator adds a field to the Detail page layout, then the new field does not appear on the personalized layouts. Also, if a user opens the Personal Layout - Fields page for that page layout, then the field that the administrator added does not appear in any of the sections in the layout or in the Available Fields list.
- If an administrator changes the characteristics of a field, then the change is not automatically reflected in the personalized layouts. For example, if an administrator makes a field required that was not previously required in the page layout, then the field does not become a required field for users who have personalized their layout. Similarly, if an administrator selects the Always On Layout check box for a field, then the user is not forced to show the field on their personalized layout, even if the user makes further updates to the personalized layout after the administrator makes the change.
If an administrator wants the changes to the field layout to apply to all users who have the role, then the administrator must reset the page layout to the default layout for the role. Alternatively, users can reset their page layout to the default and then optionally personalize the layout again.
Related Topics
For more information about page layouts, see the following topics:
|
