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Resetting Personalized Page Layouts

You can remove all personalized page layouts for users with a specific role in Oracle CRM On Demand and restore the default page layout for that role. When you reset the layout to the default layout for a record type for a role, the following happens:

  • All personalized related information layouts are restored to the default layout.
  • All personalized field layouts are restored to the default layout.
  • All personalized settings for displaying record indicators for related information sections are restored to the settings configured for the record type at role level.

Before you begin. To perform this procedure, your role must include the Manage Roles and Access privilege.

To reset personalized page layouts

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the User Management and Access Controls section, click the User Management and Access Controls link.
  3. On the User Management and Access Controls page, in the Personalization Management section, click the Reset Page Layouts link to open the Page Layout Reset page.
  4. In Step 1, Select Role, select the role for which you want to reset the page layout, and click Next.
  5. In Step 2, Select Layout, choose the record type layouts that you want to reset by moving record types from the Available section to the Selected section using the left and right arrows, and click Next.
  6. In Step 3, Confirm, verify your selections, and then click Finish to save your changes.

NOTE: After you reset a page layout for a user role, users who have the role must sign out of Oracle CRM On Demand and sign in again to see the change to the layout.


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