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Working with the Event Homepage

The Event Homepage is the starting point for managing events.

NOTE: Your company administrator can customize the layout of your Event Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.

Creating an Event

You can create an event by clicking the New button in the My Recently Viewed Events section. For more information, see Creating Records and Event Fields.

Working with Event Lists

The Event Lists section shows a number of lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public. You and your managers can create additional lists that are based on different criteria.

The following table describes the standard lists for an event.

Event List

Filters

All Events

All events, sorted alphabetically on event name

All Events This Month

Events with Status = Active, In Progress, or Planned and with Start Date that falls within the current month.

All Current Events

Events that meet both these conditions:

  • Status = Active, In Progress, or Planned
  • Start Date falls in the range of 30 days before today to 60 days after today.

Recently Created Events

All events, sorted by the created date

Recently Modified Events

All events, sorted by the modified date

My Events

Events with your name in the Owner field

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing Recently Modified Events

The My Recently Modified Events section shows the events you modified most recently.

Viewing Event-Related Tasks

The Event-Related Tasks section shows the tasks assigned to you, sorted by due date and then priority. It also shows the following information:

  • Due Date. Date task is due as set by you or your manager.
  • Arrow. The priority for tasks as set by you or your manager, such as 1-High, 2-Medium, or 3-Low. The task priority is indicated by arrows: an up arrow for high priority, no arrow for medium priority, and a down arrow for low priority.

    NOTE: If your company administrator changes the display values for the Priority field from the default values (for example, from the default value of 1-High to a value of Highest), then Oracle CRM On Demand does not display arrows in the Priority field for the task lists unless your company administrator uses the following patterns: 1-label, 2-label, or 3-label, where label is the name that your company administrator gives to the task priority. In this case, Oracle CRM On Demand displays an up arrow for 1-label, no arrow for 2-label, a down arrow for 3-label, and no arrow for any other display values. For example, Oracle CRM On Demand displays an up arrow for a value of 1-My Highest, but it displays no arrow for a value of My Highest. Oracle CRM On Demand displays no arrows for any custom values that your company administrator adds to the picklist for the Priority field. For more information about changing the default values for picklists, such as the Priority field, see Changing Picklist Values.

  • Subject. Title of task. Click the link to review the task.
  • Event. The event associated with the task.

To expand the list, click Show Full List.

Adding Sections to Your Event Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Event Homepage:

  • Event-Related Tasks
  • Recently Created Events
  • Recently Modified Events
  • My Recently Created Events
  • My Recently Modified Events
  • One or more report sections (Your company administrator can make report sections available for display on your Event Homepage.)

To add sections to your Event Homepage

  1. On the Event Homepage, click Edit Layout.
  2. On the Event Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
  3. Click Save.

Related Information

See the following topics for related event information:


Published 7/3/2018 Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices.