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Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page
Record Type Application Customization Page
For each record type there is an Application Customization page with links for customization tasks that you can perform for that record type.
The following table describes each of the possible sections on an Application Customization page, and lists the tasks that you can perform when you click the links in that section. The sections displayed depend on the record type and some sections are visible only if your role includes a particular privilege. For all customization procedures, the Customize Application privilege is required.
For the Call Activity History record type, Oracle CRM On Demand supports only field management customization in the user interface. You can use administrative Web services to read field and record customization details relating to Call Activity History. Field management customization is described in the following table.
NOTE: In the topics referenced in the following table, a placeholder for the name of a record type is indicated by the words, record type, in italics. For example, if you are working on accounts, replace record type with account in the following text: click the record type Field Audit Setup link.
Section
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Tasks
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Additional Privilege Required
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Field Management
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Renaming fields, creating custom fields, managing picklist values, specifying default values for a field, setting up field validation, and selecting whether a field can be copied or not. For more information about these tasks, see:
About Field Management
About Custom Fields
Creating and Editing Fields
Administering the Copy Enabled Setting
Managing Field Labels
Using Indexed Custom Fields
Changing Picklist Values
Mapping Picklist Values to Picklist Value Groups
Reverting Settings to Defaults
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None
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Advanced defining of default fields and field validation
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Advanced Field Management
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Page Layout Management
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Creating and managing static page layouts. For more information about these tasks, see:
Customizing Static Page Layouts
Customizing Related Item Layouts
Renaming Field Section Titles
Creating and customizing page layouts that can be used to create new records, see:
Customizing Page Layouts for Creating New Records
Creating and managing Web applets that can be used on Detail page layouts; see:
Creating Web Applets for Record Types
For information about advanced page layout management, see Specifying Dynamic Page Layouts.
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None
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Cascading Picklists
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Defining and managing cascading picklists. For more information about these tasks, see:
Defining Cascading Picklists
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None
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Search and List Layout Management
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Specifying targeted search fields and managing layouts for search results. Also, managing the behavior of the Lookup Windows and enabling smart associations. For more information about these tasks, see:
Managing Search Layouts
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None
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List Access and Order
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Managing default list access and the display order for each role. For more information about these tasks, see:
Managing List Access and List Order
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None
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Homepage Layout Management
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Creating and managing Homepage layouts and specifying custom reports to be displayed on the Homepages. For more information about these tasks, see:
Creating Record Homepage Layouts
Creating Homepage Custom Reports
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Customize Application – Manage Homepage Customization
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Field Audit Setup
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Customizing the field audit trail for your company. For more information about these tasks, see:
Customizing the Audit Trail
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Administer Field Audit
This feature is available only for certain record types.
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Dynamic Layout Management
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Creating and managing dynamic page layouts. For more information about these tasks, see:
Specifying Dynamic Page Layouts
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Customize Application - Manage Dynamic Layouts
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For some record types, the Field Management and Page Layout sections contain links for that record type and also links for the related record type. For example, the Account Application Customization page contains links for the following:
- Account Field Setup
- Account Contact Field Setup
- Account Partner Field Setup
- Account Relationship Field Setup
- Account Team Field Setup
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