Configuring Required Fields

This chapter describes how to configure the required fields before you can start using Oracle CRM On Demand Life Sciences Edition. It includes the following topics:

Configuring the Fields for Oracle CRM On Demand Life Sciences Edition

Use the following procedure to configure the fields for Oracle CRM On Demand Life Sciences Edition. This task is a step in Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition.

To configure the fields for Oracle CRM On Demand Life Sciences Edition

In Oracle CRM On Demand, click Admin, and then Application Customization.
In the Record Type Setup section, click the link for the required record type, for example, Allocation.
In the Field Management section, click the required Field Setup link, for example, Allocation Field Setup.
On the Fields page, click New Field, Manage Field Labels, the Edit link or the Edit Picklist link, as necessary, and configure the fields as required to support your business processes.
For information about configuring fields for Oracle CRM On Demand Life Sciences Edition, including custom fields, see About Field Setup:

About Field Setup

The following topics provide information about configuring fields, including custom fields, for Oracle CRM On Demand Life Sciences Edition:

For more information about field types and additional properties, see Oracle CRM On Demand Online Help.

About Sample Transaction Field Setup

For Sample Transaction Field Setup, it is recommended that you do not customize or change the following order of the Type picklist because the cascading picklist functionality might be affected:

Transfer Out
Samples Lost
Inventory Adjustment
Disbursement
Transfer In

About Account Contact Field Setup

For Account Contact Field Setup, any custom fields that you create must not be required for the Account Contact record type; that is, the Required checkbox must not be selected.

About Call Type Picklist Setup for Account and Contact

Because of specialized coding, customizing the Call Type field in an Activity record is not supported. The predefined Call Type values are Attendee, Account, Professional, and General, and they must not to be altered.

About Type Picklist Setup for Order and Sample Requests

It is recommended that you do not alter the Type field picklist values on the Order and Sample Request record types.

About Required Fields for Account Call and Contact Call

If you are using the Auto Call functionality, then the page layout for Account Call and the page layout for Contact Call must not contain any additional required fields. The fields that are currently required for Account Call and Contact Call are automatically seeded in the Auto Call process. Do not add any additional required fields.