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Administering Customisation PackagesA customisation package is a collection of XML metadata files and JavaScript files that Oracle CRM On Demand Desktop associates with a particular role. The metadata files customise an Oracle CRM On Demand Desktop deployment. For example, you can perform the following kinds of customisation: you can add or remove the fields that Oracle CRM On Demand Desktop synchronises or change the layout of custom forms. For more information about customisation packages, see Oracle CRM On Demand Desktop Administration Guide. NOTE: Oracle CRM On Demand Desktop Lite does not support customisation packages. In the Package List page you can add new customisation packages, and copy, edit, and delete existing packages. Publishing Customisation PackagesTo make a customisation package active and available to Oracle CRM On Demand Desktop users, you must publish the package. Package records become read-only when they are published, and the value in the Status field changes from Unpublished to Published. Only one customisation package can be active for a client version at any time. Therefore, if you try to publish a package for a role with a start date that overlaps with an existing customisation package for the same role, then an error message is displayed. However, a user with a specific role can have separate packages published for different client versions. If it is necessary to change a metadata file in a package, then you must unpublish the package, attach the updated package file, and publish the updated package. TIP: Because users with a specified role will not be able to download their package file while the record has the Unpublished status, it is recommended that you specify an end date for the currently active package and create a new package record when changes must be made. This action ensures that a package is always available to new users and also allows for more accurate version control and tracking. Before you begin. To administer customisation packages, your role must include the Manage CRM Desktop Access privilege. To add a customisation package
Alternatively you can copy an existing package and change the details to your requirements. To publish or unpublish a package
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Published August 2018 | Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices. |