4Setting Up Page Layouts

Setting Up Page Layouts

This chapter describes how to set up page layouts for life sciences record types in Oracle CRM On Demand Life Sciences Edition. It includes the following topics:

• Page Layouts in Oracle CRM On Demand Life Sciences Edition

• Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition

• Page Layout Configurations for the LS Field Sales Rep Role

• Setting Up Structured Product Messaging Dynamic Page Layouts

Page Layouts in Oracle CRM On Demand Life Sciences Edition

It is recommended that you set up page layouts for each role that you intend to create in Oracle CRM On Demand Life Sciences Edition.

Note: The page layouts described in this guide are the layouts for the Detail and Edit pages where users view and edit existing records of the relevant record types. You can optionally create separate layouts for the pages where users enter information for new records, and then assign those layouts to your user roles. For information about creating layouts for new record pages, see Oracle CRM On Demand Online Help.

Generic Page Layouts

In Oracle CRM On Demand Life Sciences Edition, the following record types have preconfigured fields that can be used in all industries (life sciences, financial services, automotive, and high technology) and have many of the page layouts created for you:

• Blocked Products

• Contact Best Time

• Contact State License

• Inventory Audit Report

• Messaging Plan Item

• Messaging Plan Item Relations

• Message Response

• Plan Accounts

• Plan Contact

• Plan Opportunity

• Product Indication

• Sample Disclaimer

  The generic Sample Disclaimer page layout applies only to Global sample disclaimers. For Multilingual sample disclaimers, see Custom Page Layouts.

• Signature

• Smart Call

Custom Page Layouts

It is recommended that company administrators set up custom page layouts for the following record types for each role in Oracle CRM On Demand Life Sciences Edition:

• Account (Account, Account Relationship, Account Contact)

• Activity (Account Call, Contact Call, Smart Call, Attendee Call)

• Allocation

• Business Plan

• Call Product Detail

• Contact (Contact, Contact Relationship)

• Event

• HCP Contact Allocation

• Inventory Period

• Invitee

• Messaging Plan

• Order

• Order Item

• Objective

• Sample Disclaimer

  The custom Sample Disclaimer page layout applies only to multilingual sample disclaimers. For global sample disclaimers, see Generic Page Layouts.

• Sample Inventory

• Sample Lot

• Sample Request

• Sample Request Item

• Sample Transaction

• Solution

• Transaction Item

Dynamic Page Layouts

Administrators can set up dynamic page layouts for the following record types for each role in Oracle CRM On Demand Life Sciences Edition:

• Activity

• Allocation

• Business Plan

• Contact

• Event

• Inventory Audit Report

• Message Response

• Messaging Plan

• Messaging Plan Item

• Messaging Plan Item Relations

• Objective

• Sample Transaction

• Solution

Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition

When setting up a page layout, you can create a new layout, or you can copy or edit an existing layout. You can add fields to the page layout as well as to the sections within the page, and you can also make available the related information in the page layout.

Complete the steps in the following procedure for each page layout that you want to set up in Oracle CRM On Demand Life Sciences Edition. The information cross referenced in this procedure shows the details of the custom page layouts and related information sections that company administrators set up for the Oracle CRM On Demand Life Sciences Edition.

This task is a step in Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition.

To set up a page layout for Oracle CRM On Demand Life Sciences Edition

1. In Oracle CRM On Demand, click the Admin link, and then click Application Customization.

2. In the Record Type Setup section, click the link for the required record type, for example, click the Account record type.

3. In the Page Layout Management section, click the link for the required page layout type, for example, click the link for Account Page Layout.

4. Perform the following steps:

   1. On the Record Type Page Layout page, click Copy (the link next to a layout) to create a new layout that is based on an existing layout, or click New Layout on the title bar to create an entirely new layout.

      Record Type is a placeholder for the name of the Page Layout page.

   2. In Step 1 of the Page Layout wizard, enter a name for the layout and (optionally) a description, for example, enter LS Account Page Layout.

   3. Click Finish to save the layout.

      You will return later to the Page Layout wizard to finish setting up the page layout.

   For information about the page layouts that can be customized for the LS Field Sales Rep role, see Page Layouts for the LS Field Sales Rep Role.

5. On the Record Type Page Layout page, click the Edit Sections link for the layout that you want to configure.

   The Section Names Setup page opens.

   Record Type is a placeholder for the name of the Page Layout page.

6. In the Section Names Setup page, enter the labels for any new sections that you want to set up on the page layout or edit the display name of the default sections as required, then click Save.

   For information about the page sections in the custom page layouts for the LS Field Sales Rep role, see Page Sections for the LS Field Sales Rep Role Page Layouts.

7. On the Record Type Page Layout page, click the Edit link next to the layout that you want to configure.

   Record Type is a placeholder for the name of the Page Layout page.

8. In the Page Layout wizard, go to Step 2 (Field Setup), and specify the field setup for the page layout.

   For each field, select the Required or Read-Only check box, as necessary to support your business processes. For information about the field setup in the custom page layouts for the LS Field Sales Rep role, see Field Setup and Layout for the LS Field Sales Rep Role Page Layouts.

9. In the Page Layout wizard, go to Step 3 (Field Layout), and configure the field layout for the page.

   Click the arrows to add fields to the various page sections, and remove any fields that are not required, by moving them from the page sections to the Available Fields list. For information about the field layout in the custom page layouts for the LS Field Sales Rep role, see Field Setup and Layout for the LS Field Sales Rep Role Page Layouts.

10. In the Page Layout wizard, go to Step 4 (Related Information), and configure the related information that is available on the page.

    Click the arrows to move the Related Information items to the Displayed Information or Available Information sections, as required. For information about the related information sections in the custom page layouts for the LS Field Sales Rep role, see Related Information Sections for the LS Field Sales Rep Role Page Layouts.

11. Click Finish.

Page Layout Configurations for the LS Field Sales Rep Role

This topic describes the recommended page layout modifications that life sciences administrators configure for the LS Field Sales Rep role. It contains the following information:

• Page Layouts for the LS Field Sales Rep Role

• Page Sections for the LS Field Sales Rep Role Page Layouts

• Field Setup and Layout for the LS Field Sales Rep Role Page Layouts

• Related Information Sections for the LS Field Sales Rep Role Page Layouts

Page Layouts for the LS Field Sales Rep Role

The following table shows examples of the page layouts that you can customize to support the LS Field Sales Rep role. Recommendations include, for example, that you copy the Account Page Standard Layout (belonging to the Account record type) and rename it to LS Account Page Layout. For instructions on configuring page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.

Table Page Layouts for the LS Field Sales Rep Role

Record Type	Page Layout Type	Copy Existing Layout	Rename to
Account	Account Page Layout	Account Page Standard Layout	LS Account Page Layout
Account	Account Relationship Page Layout	Account Relationship Page Standard Layout	LS Account Relationship Page Layout
Account	Account Contact Page Layout	Account Contact Page Standard Layout	LS Account Contact Page Layout
Activity	Account Call Page Layout	Call Page Standard Layout	LS Account Call Page Layout
Activity	Contact Call Page Layout	Call Page Standard Layout	LS Contact Call Page Layout
Activity	Smart Call Page Layout	Call Page Standard Layout	LS Smart Call Page Layout
Activity	Attendee Call Page Layout	Call Page Standard Layout	LS Attendee Call Page Layout
Allocation	Allocation Page Layout	Allocation Page Standard Layout	LS Allocation Page Layout
Business Plan	Business Plan Page Layout	Business Plan Page Standard Layout	LS Business Plan Page Layout
Call Product Detail Note: Call Product Detail is a child record of the Activity record.	Call Product Detail Page Layout	Call Product Detail Page Standard Layout	LS Call Product Detail Page Standard Layout
Contact	Contact Page Layout	Contact Page Standard Layout	LS Contact Page Layout
Contact	Contact Relationship Page Layout	Contact Relationship Page Standard Layout	LS Contact Relationship Page Layout
Event	Event Page Layout	Event Page Standard Layout	LS Event Page Layout
HCP Contact Allocation	HCP Contact Allocation Page Layout	HCP Contact Allocation Page Standard Layout	LS HCP Contact Allocation Page Layout
Inventory Period	Inventory Period Page Layout	Inventory Period Page Standard Layout	LS Inventory Period Page Layout
Invitee	Invitee Page Layout	Invitee Page Standard Page Layout	LS Invitee Page Layout
Messaging Plan	Messaging Plan Page Layout	Messaging Plan Page Standard Layout	LS Messaging Plan Page Layout
	Messaging Plan Call Objective Plan Page Layout	Messaging Plan Page Standard Layout	LS Messaging Plan Call Objective Plan Page Layout
	Note: The previous layout applies to Structured Product Messaging layout. For more information, see Setting Up Structured Product Messaging Dynamic Page Layouts.
Messaging Plan Item	Messaging Plan Item Page Layout	Messaging Plan Item Page Standard Layout	LS Messaging Plan Item Page Layout
	Messaging Plan Item Call Objective Page Layout	Messaging Plan Item Page Standard Layout	LS Messaging Plan Item Call Objective Page Layout
	Note: The previous layout applies to Structured Product Messaging. For more information, see Setting Up Structured Product Messaging Dynamic Page Layouts.
Messaging Plan Item Relations	Messaging Plan Item Relations Page Layout	Messaging Plan Item Relations Page Standard Layout	LS Messaging Plan Item Relations Page Layout
	Messaging Plan Item Relations Next Call Objective Page Layout	Messaging Plan Item Relations Page Standard Layout	LS Messaging Plan Item Relations Next Call Objective Page Layout
	Note: The previous layout applies to Structured Product Messaging. For more information, see Setting Up Structured Product Messaging Dynamic Page Layouts.
Message Response	Message Response Page Layout	Message Response Page Standard Layout	LS Message Response Page Layout
	Message Response Outcome Page Layout	Message Response Page Standard Layout	LS Message Response Outcome Page Layout
	Note: The previous layout applies to Structured Product Messaging. For more information, see Setting Up Structured Product Messaging Dynamic Page Layouts.
Objective	Objective Page Layout	Objective Page Standard Layout	LS Objective Page Layout
Order	Order Page Layout	Order Page Standard Layout	LS Order Page Layout
Order Item	Order Item Page Layout	Order Item Page Standard Layout	LS Order Item Page Layout
Product Indication	Product Indication Page Layout	Product Indication Page Standard Layout	LS Product Indication Page Layout
Sample Disclaimer	Sample Disclaimer Page Layout	Sample Disclaimer Page Standard Layout	LS Sample Disclaimer Page Layout
Sample Lot	Sample Lot Page Layout	Sample Lot Page Standard Layout	LS Sample Lot Page Layout
Sample Request	Sample Request Page Layout	Sample Request Page Standard Layout	LS Sample Request Page Layout
Sample Request Item	Sample Request Item Page Layout	Sample Request Item Page Standard Layout	LS Sample Request Item Page Layout
Sample Transaction	Sample Transaction Page Layout	Sample Transaction Page Standard Layout	LS Sample Transaction Page Layout
Solution	Solution Page Layout	Solution Page Standard Layout	LS Solution Page Layout
Transaction Item	Transaction Item Page Layout	Transaction Item Page Standard Layout	LS Transaction Item Page Layout

Page Sections for the LS Field Sales Rep Role Page Layouts

Rename the page sections for the custom page layouts that support the LS Field Sales Rep role only if your company has a requirement to change the section names. For instructions on configuring page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.

Field Setup and Layout for the LS Field Sales Rep Role Page Layouts

The following table shows the field setup and layout that company administrators configure for the custom page layouts that support the LS Field Sales Rep role. Recommendations include, for example, that you set up the (required, read-only, or optional) field layout as described in the following for the following page sections in the LS Account Page Layout:

• Key Account Information

• Account Sales Information

• Additional Information

For instructions on configuring page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.

Table Field Setup and Layout for LS Field Sales Rep Role Custom Page Layouts

Record Type	Page Layout	Page Section Layout	Required, Read-Only, or Optional
Account	LS Account Page Layout	Key Account Information
		Account Name	Required
		Location	Optional
		Parent Account	Optional
		Main Phone #	Optional
		Main Fax #	Optional
		Web Site	Optional
		Account Currency	Optional
		Account Sales Information
		Account Type	Optional
		Priority	Optional
		Industry	Optional
		Public Company	Optional
		Region	Optional
		Reference	Optional
		Reference as of	Optional
		Annual Revenues	Optional
		Number of Employees	Optional
		Primary Contact	Optional
		Additional Information
		Billing	Optional
		Owner	Optional
		Book	Optional
		Shipping	Optional
		Modified External	Read-Only
		Created External	Read-Only
Account	LS Account Contact Page Layout	Contact Name	Required
		Primary Contact	Read-Only
		Last Name	Read-Only
		First Name	Read-Only
		Job Title	Read-Only
		Contact Role	Read-Only
		Work Phone #	Read-Only
		Email	Read-Only
Account	LS Account Relationship Page Layout	Key Relationship Information
		Related Account	Required
		Role	Required
		Reverse Role	Required
		Relationship Detail Information
		Start Date	Optional
		End Date	Optional
		Status	Optional
		Comments	Optional
Caution: This caution applies to the following page layouts for the Activity record type: LS Account Call Page Layout, LS Contact Call Page Layout, LS Smart Call Page Layout, and LS Attendee Call Page Layout. Although it is possible to add to, or edit the default values for the Status picklist field for the Activity record type if your role includes the Customize Application - Edit Activity 'Status' Picklist and the Customize Application privileges, changing the default values is not recommended for Oracle CRM On Demand Life Sciences Edition. Customization of the Status field will produce unwanted results for activity processing. Oracle CRM On Demand Life Sciences Edition specifically looks for the Completed, Submitting, Submitted, or Planned field values when it processes activities. Deactivating these status values or replacing them with custom values will alter activity processing in the Oracle CRM On Demand application, and this processing will not work as documented.
Activity	LS Account Call Page Layout	Key Call Information
		Subject	Required
		Primary Contact	Optional
		Account	Required
		Address	Optional
		Smart Call	Optional
		Status	Optional
		Activity Currency	Optional
		Objective	Optional
		Start Time	Required
		Duration	Read-Only
		End Time	Required
		Type	Required
		Ref #	Optional
		Additional Information
		Cost	Optional
		Owner	Required
		Book	Optional
		Modified External	Read-Only
		Paper Sign	Optional
		Private	Optional
		Created External	Read-Only
Activity	LS Contact Call Page Layout	Key Call Information
		Subject	Required
		Primary Contact	Required
		Account	Optional
		Address	Optional
		Smart Call	Optional
		Status	Optional
		Activity Currency	Optional
		Objective	Optional
		Start Time	Required
		Duration	Read-Only
		End Time	Required
		Type	Required
		Ref #	Optional
		Additional Information
		Cost	Optional
		Owner	Required
		Book	Required
		Modified External	Read-Only
		Paper Sign	Optional
		Private	Optional
		Created External	Read-Only
Activity	LS Smart Call Page Layout	Key Smart Call Information
		Subject	Required
		Primary Contact	Optional
		Account	Optional
		Address	Optional
		Smart Call	Optional
		Status	Optional
		Activity Currency	Optional
		Objective	Optional
		Start Time	Required
		Duration	Read-Only
		End Time	Required
		Type	Required
		Ref #	Optional
		Additional Information
		Cost	Optional
		Owner	Required
		Book	Optional
		Modified External	Read-Only
		Paper Sign	Optional
		Private	Optional
		Created External	Read-Only
Activity	LS Attendee Call Page Layout	Key Call Information
		Subject	Required
		Primary Contact	Required
		Account	Read-Only
		Address	Optional
		Smart Call	Optional
		Status	Optional
		Activity Currency	Optional
		Objective	Optional
		Start Time	Required
		End Time	Required
		Duration	Read-Only
		Type	Required
		Ref #	Optional
		Additional Information
		Owner	Required
		Book	Optional
		Paper Sign	Optional
		Private	Optional
Allocation	LS Allocation Page Layout	Key Allocation Information
		Allocation Type	Required
		Active	Read-Only
		Owner	Required
		Sample	Required
		Max Qty	Optional
		Allocation Qty	Optional
		Max Qty per Customer	Optional
		Sample: Description	Read-Only
		Id	Read-Only
		Start Date	Required
		End Date	Optional
		Owner: First Name	Read-Only
		Owner: Last Name	Read-Only
		Stop Sampling	Optional
		Order By	Optional
		User Detail	Read-Only
		Remaining Qty	Optional
		Distributed Qty	Optional
Business Plan	LS Business Plan Page Layout	Key Plan Information
		Plan Name	Required
		Period	Required
		Period: Start Date	Read-Only
		Period: End Date	Read-Only
		Type	Required
		Status	Required
		Owner	Optional
		Book	Optional
		Description	Optional
		Product Name	Optional
		Plan Revenue	Optional
		Currency	Optional
		Exchange Date	Optional
		SWOT Analysis
		Strengths	Optional
		Weaknesses	Optional
		Opportunities	Optional
		Threats	Optional
Call Product Detail Note: Call Product Detail is a child record of the Activity record.	LS Call Product Detail Page Layout	Key Product Detailed Information
		Product Category	Read-Only
		Product	Required
		Priority	Optional
		Indication	Optional
		Issues	Optional
		Indication Name	Optional
		Primary Message Response, which you can rename to Primary Outcome	Read-Only
		Primary Message Plan Item, which you can rename to Primary Call Objective	Read-Only
		Primary Messaging Plan Relations, which you can rename to Primary Next Call Objective	Read-Only
		Additional Information
		Created By	Read-Only
		Modified By	Read-Only
Contact	LS Contact Page Layout	Key Contact Information
		Mr./Ms.	Optional
		First Name	Required
		Middle Name	Optional
		Last Name	Required
		Account	Optional
		Time Zone	Optional
		Work Phone #	Optional
		Work Fax #	Optional
		Cellular Phone #	Optional
		Email	Optional
		Job Title	Optional
		Contact Detail Information
		Contact Type	Optional
		Department	Optional
		Manager	Optional
		Lead Source	Optional
		Contact Currency	Optional
		Assistant name	Optional
		Assistant Phone #	Optional
		Private	Optional
		Never Email	Optional
		Blocked Reason Code	Read-Only
		Additional Information
		Account	Optional
		Owner	Optional
		Book	Optional
		Contact	Optional
		Modified External	Read-Only
		Created External	Read-Only
Contact	LS Contact Relationship Page Layout	Key Contact Relationship Information
		Related Contact	Required
		Role	Required
		Reverse Role	Required
		Relationship Detail Information
		Start Date	Optional
		End Date	Optional
		Status	Optional
		Description	Optional
Event	LS Event Page Layout	Event Detail Information
		Name	Required
		Location	Optional
		Start Date	Required
		End Date	Required
		Confirm Date	Optional
		Status	Optional
		Type	Optional
		Budget	Optional
		Max Attendees	Optional
		Product	Optional
		Product Category	Optional
		CME Credit	Optional
		Event Objective	Required
		Description	Optional
		Session Details	Optional
		Additional Information
		Owner	Optional
		Book	Optional
		Owner Full Name	Optional
		Modified	Read-Only
HCP Contact Allocation	LS HCP Contact Allocation Page Layout	HCP Contact Allocation ID	Read-Only
		Type	Required
		Contact Name	Required
		Product Name: Description	Required
		Allocation Qty	Required
		Qty Distributed	Optional
		Qty Remaining	Optional
		Start Date	Required
		End Date	Optional
Inventory Period	LS Inventory Period Page Layout	Inventory Period Information
		Start Date	Required
		End Date	Optional
		Active	Required
		Owner	Required
		Created	Read-Only
		Modified	Read-Only
		Inventory Period Misc Info
		Reconciled	Required
Invitee	LS Invitee Page Layout	Key Invitee Information
		Contact Name	Required
		YTD Sales	Optional
		Session Detail	Optional
		Account	Optional
		Type	Optional
		Comments	Optional
		Invitee Status	Required
		Signed Status	Read-Only
		Additional Information
		Created	Read-Only
		Modified External	Read-Only
Messaging Plan	LS Messaging Plan Page Layout	Key Messaging Plan Information
		Name	Required
		Type	Required
		Product	Required
		Status	Required
		Verify	Read-Only
		Code	Optional
		Segment	Optional
		Owner	Required
		Start Date	Optional
		Expiration Date	Optional
		Release Date	Optional
		Disclosure Mandatory	Required
		Enable Followup	Required
		Lock Sequence	Required
		Product Indication	Optional
		Additional Messaging Plan Information
		Audience	Optional
		Comment	Optional
		Description	Optional
		The following fields are used with the Oracle CRM On Demand Disconnected Mobile Sales application.
		Disable Navigation	Optional
		Disable Response	Optional
		Default Menu Bar Control	Optional
Messaging Plan Item	LS Messaging Plan Item Page Layout	Key Messaging Plan Item Information
		Sequence Number	Required
		Name	Optional
		Display Name	Optional
		Solution Name	Required
		Solution Name: Verification Status	Read-Only
		Solution Name: Release Date	Read-Only
		Solution Name: Expiration Date	Read-Only
		Currency	Read-Only
		Owner	Optional
		Disclosure Message	Required
		Type	Optional
		Rating	Optional
		Parent Message Plan	Required
		Status	Optional
		Description	Optional
		Id	Read-Only
		Product Indication	Optional
		Disable Preload	Required
		Additional Messaging Plan Item Information
		Synopsis
		Speaker Notes
		Audience
		Created By	Read-Only
		Created	Read-Only
Note: If Solution is not a required field in your page layout, then the Messaging Plan Item name defaults to the parent Messaging Plan name plus the Messaging Plan Item sequence number. For example, if you have a parent Messaging Plan called DrugABC Product Launch with four related Messaging Plan Items, then the names of the Messaging Plan Items are DrugABC Product Launch 1, DrugABC Product Launch 2, and so on. That is, the Messaging Plan Item name is a concatenation of the parent Messaging Plan name and the sequence number for the Messaging Plan Item.
Messaging Plan Item Relations	LS Messaging Plan Item Relations Page Layout	Key Messaging Plan Item Relations Information
		Name	Required
		Display Name	Optional
		Parent MP Item	Required
		Description	Optional
		Type	Optional
		Solution Name	Required
		Synopsis	Optional
Message Response	LS Message Response Page Layout	Key Message Response Information
		Name	Required
		Message Plan	Optional
		Sequence	Required
		Message Plan Item	Optional
		Solution	Required
		Response	Optional
		Notes	Optional
		Section	Optional
		Start Time	Optional
		End Time	Optional
		Duration	Read-Only
		Followup	Optional
		Account	Optional
		Account: External Unique ID	Read-Only
		Account: Integration ID	Read-Only
		Profile Information
		Id	Read-Only
		Type	Optional
Objective	LS Objective Page Layout	Key Objective Information
		Objective Name	Required
		Plan Name	Optional
		Type	Required
		Status	Required
		Period	Read-Only
		Period: Start Date	Read-Only
		Period: End Date	Read-Only
		Account Name	Optional
		Contact Name	Optional
		Product Name	Optional
		Target
		Objective Revenue	Optional
		Currency	Optional
		Exchange Date	Optional
		Target Audience	Optional
		Objective Target	Optional
		Objective Units	Optional
		Additional Information
		Description	Optional
		Owner	Optional
Order	LS Order Page Layout	Key Order Information
		Order Number	Read-Only
		Account	Required
		Opportunity	Required
		Contact	Required
		Order Created	Read-Only
		Order Creation Status	Read-Only
		External Unique Id	Read-Only
		Shipping Address	Required
		Billing Address	Optional
		Order Status	Read-Only
		Type	Optional
		Order Integration Message	Optional
		Price List	Optional
		Book	Optional
		Additional Information
		Owner	Read-Only
		Description	Optional
		Created	Optional
		Modified	Optional
Order Item	LS Order Item Page Layout	Key Order Item Information
		Order Item Number	Read-Only
		Currency	Optional
		Product	Required
		Quantity	Required
		Order	Read-Only
		Additional Information
		Created: Date	Read-Only
		Modified: Date	Read-Only
Product Indication	LS Product Indication Page Layout	Key Product Indication Information
		Indication Name	Required
		Product Indication Name	Read-Only
		Product	Required
		Description
		Product: Product Category
Sample Disclaimer	LS Sample Disclaimer Page Layout	Key Disclaimer Information
		Disclaimer Text	Required if Record type is set to Global. If not, then the global disclaimer will fail to activate.
		Start Date	Read-Only
		End Date	Read-Only
		Type	Required (Global or Multilingual)
		Country	Required (if Type is set to Multilingual)
		Default Language	Required (if Type is set to Multilingual)
		Additional Information
		Comments	Optional
		Created	Read-Only
		Modified	Read-Only
Sample Inventory	LS Sample Inventory Page Layout	Key Inventory Information
		Sample	Required
		Lot #	Optional
		Opening Balance	Required
		Last Physical Count	Read-Only
		Physical Count	Optional
		Difference	Read-Only
		Lot #: Expiration Date	Read-Only
		Lot #: CutOff Date	Read-Only
		Created	Read-Only
		Modified	Read-Only
Sample Lot	LS Sample Lot Page Layout	Key Lot Information
		Lot #	Required
		Sample	Required
		Start Date	Optional
		Expiration Date	Required
		Short Days	Optional
		CutOff Date	Read-Only
		CutOff_ Date	Read-Only
		Note: The CutOff Date field is the text version of the CutOff_Date field. Use the CutOff_Date field, if you require date processing or parsing in your application, for example, in the Oracle CRM On Demand Disconnected Mobile Sales application.
		Status	Read-Only
		Inventory By Lot	Optional
		Sample: Part #	Read-Only
		Created	Read-Only
		Modified	Read-Only
		Orderable	Required
		Description
		Owner	Required
		Description	Optional
Sample Request	LS Sample Request Page Layout	Key Sample Request Information
		Order Number	Optional
		Account	Required
		Contact	Required
		Note: Only one of Account or Contact is required, but not both.
		Shipping Address	Required
		Order Created	Read-Only
		Status	Optional
		Type	Optional
		Book	Optional
		Additional Information
		Owner	Read-Only
		Created	Read-Only
		Description	Optional
		Modified	Read-Only
Sample Request Item	LS Sample Request Item Page Layout	Key Sample Request Item Information
		Order Item Number	Read-Only
		Quantity	Required
		Product	Required
		Order	Required
		Status	Required
		Additional Information
		Created: Date	Read-Only
		Modified: Date	Read-Only
Sample Transaction	LS Sample Transaction Page Layout	Key Transaction Information
		Name	Read-Only
		Date	Required
		Type	Required
		Status	Read-Only
		Expected Delivery Date	Optional
		Tracking #	Optional
		# of Packages Sent	Optional
		Transfer To	Optional
		Transfer From	Read-Only
		Inventory Period: Start Date	Read-Only
		Inventory Period: End Date	Read-Only
		Adjustment Reason	Optional
		Comments	Optional
		Activity: Id	Read-Only
Solution	LS Solution Page Layout	Solution Detail Information
		Solution ID	Read-Only
		Title	Required
		Status	Optional
		Solution Currency	Optional
		Published	Optional
		Solution Rating	Read-Only
		Created External	Read-Only
		Modified External	Read-Only
		Additional Information
		Expiration Date	Optional
		Number of Ratings	Read-Only
		PCD Attainment Type	Optional
		Related Thumbnail Image	Optional
		Release Date	Optional
		Verification Status	Optional
		Legal Approval	Optional
		Marketing Approval	Optional
		Multi-file Asset	Optional
Transaction Item	LS Transaction Item Page Layout	Key Transaction Item Information
		Line Number	Required
		Sample	Required
		Lot#	Optional
		Quantity	Required
		Shipped Quantity	Optional
		Transaction #	Required
		Owner	Optional

Related Information Sections for the LS Field Sales Rep Role Page Layouts

The following table shows the related information sections, specific to life sciences, that company administrators make available (that is, move to the Displayed Information section) in the custom page layouts that support the LS Field Sales Rep role. Other general information sections (such as Campaigns, Leads, Opportunities, and Contacts), which are relevant to all industry editions, must also be made available.

For instructions on configuring page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.

Table Related Information Sections for the LS Field Sales Rep Role Page Layouts

Record Type	Page Layout	Displayed Information
Account	LS Account Page Layout	Account Event
		Account Relationships
		Account Team
		Account Survey
		Addresses
		Calls
		Contacts
		Objectives
		Orders
		Plan Accounts
		Revenues
Activity	LS Account Call Page Layout Note: It is recommended that you display Attendee Call instead of Contacts (but not both) on the LS Account Call Page. It is also recommended that you display either Available Products for Detailing or Products Detailed, either Available Promotional Items for Drop or Promotional Items, and either Available Samples for Drop or Samples Dropped. Each pair of related information sections contains similar information, but you can display all six sections if required and in any combination.	Activity Assessments
		Attendee Calls or Contacts
		Available Message Plans
		Available Products for Detailing or Products Detailed Note: For additional considerations on Products Detailed, see Call Product Detail Page Layout.
		Available Promotional Items for Drop or Promotional Items
		Available Samples for Drop or Samples Dropped
		Contacts
		Message Responses
		Sample Requests
		Sample Transactions
		Signature
		Solutions
		Custom Objects 01-03
Activity	LS Contact Call Page Layout Note: It is recommended that you display either Available Products for Detailing or Products Detailed, either Available Promotional Items for Drop or Promotional Items, and either Available Samples for Drop or Samples Dropped. Each pair of related information sections contains similar information, but you can display all six sections if required and in any combination.	Activity Assessments
		Available Message Plans
		Available Products for Detailing or Products Detailed Note: For additional considerations on Products Detailed, see Call Product Detail Page Layout.
		Available Promotional Items for Drop or Promotional Items
		Available Samples for Drop or Samples Dropped
		Contacts
		Message Responses
		Sample Requests
		Sample Transactions
		Signature
		Solutions
		Contact Best Times (read-only)
		Custom Objects 01-03
Activity	LS Attendee Call Page Layout Note: It is recommended that you display either Available Products for Detailing or Products Detailed, either Available Promotional Items for Drop or Promotional Items, and either Available Samples for Drop or Samples Dropped. Each pair of related information sections contain similar information, but you can display all six sections if required and in any combination.	Available Products for Detailing or Products Detailed For additional considerations on Products Detailed, see Call Product Detail Page Layout.
		Available Promotional Items for Drop or Promotional Items
		Available Samples for Drop or Samples Dropped
		Message Responses
		Sample Requests
		Sample Transactions
		Signature
		Custom Objects 01-03
Activity	LS Smart Call Page Layout	Products Details
		Promotional Items
		Samples Dropped
Allocation	LS Allocation Page Layout	Audit Trail
		Books
Business Plan	LS Business Plan Page Layout	Activities
		Books
		Business Plans
		Business Plan Assessment
		Business Plan Team
		Objectives
		Plan Accounts
		Plan Contacts
		Plan Opportunities
Contact	LS Contact Page Layout	Accounts
		Addresses
		Calls
		Contact Best Times
		Contact Relationships
		Contact State Licenses
		Contact Team
		HCP Contact Allocations
		Event
		Orders
		Objectives
		Plan Contacts
		Blocked Products
		Referrals
		Revenues
		Signature
Event	LS Event Page Layout	Account Event
		Books
		Completed Activities
		Custom Objects 01-40
		Invitees
		Open Activities
		Event Team
Inventory Period	LS Inventory Period Page Layout	Books
		Custom Objects 01-40
		Inventory Audit Reports
		Sample Inventory
		Sample Transactions
Invitee	LS Invitee Page Layout	Custom Objects 01-40
Messaging Plan	LS Messaging Plan Page Layout	Books
		Message Responses
		Messaging Plan Items
	LS Messaging Plan Call Objective Plan Page Layout	Books
		Message Responses
		Messaging Plan Items
Messaging Plan Item	LS Messaging Plan Item Page Layout	Message Responses
		Messaging Plan Item Relations
		Custom Objects 01-40
	LS Messaging Plan Item Call Objective Page Layout	Message Responses
		Messaging Plan Item Relations
		Custom Objects 01-40
Messaging Plan Item Relations	LS Messaging Plan Item Relations Page Layout	Custom Objects 01-40
	LS Messaging Plan Item Relations Next Call Objective Page Layout	Custom Objects 01-40
Message Response	LS Message Response Page Layout	Custom Objects 01-40
	LS Message Response Outcome Page Layout	Custom Objects 01-40
Objective	LS Objective Page Layout	Activities
		Books
		Objectives
		Objective Assessment
		Objective Team
		Opportunities
Order	LS Order Page Layout	Order Items
		Order Team
		Books
		Custom Objects 01-40
Sample Disclaimer	LS Sample Disclaimer Page Layout	Related Disclaimers
Sample Inventory	LS Sample Inventory Page Layout	Custom Objects 01-40 Note: Custom objects are not available for sample inventory records by default. If you require custom objects to be made available for sample inventories, then contact Customer Care to set this up for your company.
Sample Lot	LS Sample Lot Page Layout	Books
		Custom Objects 01-40
Sample Request	LS Sample Request Page Layout	Sample Request Team
		Books
Sample Transaction	LS Sample Transaction Page Layout Note: For sample transactions, you must use the user mode for record ownership because each sample transaction must be related to an inventory period for a specific user. Do not configure book mode or mixed mode for sample transactions. For more information on record ownership modes, see Oracle CRM On Demand Online Help.	Books
		Custom Objects 01-40
		Transactions Items
Solution	LS Solution Page Layout Note: Remove Service Requests from Displayed Information.	Books
		Messaging Plans
		Messaging Plan Items
		Messaging Plan Item Relations
		Related Solutions
Transaction Item	LS Transaction Item Page Layout	Custom Objects 01-40
You can set up custom objects as required, up to custom object 40. However,custom objects 16-40 require special permission. See About Custom Objects. Page layouts for structured product messaging are not available by default and must be set up by the Life Sciences administrator as described in Setting Up Structured Product Messaging Dynamic Page Layouts.

Call Product Detail Page Layout

This topic describes the fields and related information sections available in the Call Product Detail page layout that sets the layout for the Products Detailed Related Information section in call records.

You typically configure the Call Product Detail page layout for the LS Account Call Page Layout, LS Contact Call Page Layout, and the LS Attendee Call Page Layout. For more information on configuring the page layouts, see the information on application customization in Oracle CRM On Demand Online Help.

Fields Available in the Call Product Detail Page Layout

Although additional fields are available in the Call Product Detail Page layout, the following fields are likely to be of interest to customers:

• Detail Notes

• Indication Name

• Primary Message Response, which you can rename to Primary Outcome

• Primary Messaging Plan Item, which you can rename to Primary Call Objective

• Primary Messaging Plan Item Relations, which you can rename to Primary Next Call Objective

• Type

Related Information Sections Available in Call Product Detail Page Layout

The following related information sections are available in the Call Product Detail page layout:

• Call Product Detail Message Responses, which you can rename to Call Product Detail Outcomes

• Call Product Detail Messaging Plan Items, which you can rename to Call Product Detail Call Objectives

• Call Product Detail Messaging Plan Item Relations, which you can rename to Call Product Detail Next Call Objectives

Record Types That Use the Call Product Detail Page Layout

The Call Product Detail page layout is available for the following records types:

• Message Response. The related information section is Call Product Detail Message Response, which you can rename to Call Product Detail Outcomes.

• Messaging Plan Item. The related information section is Call Product Detail Messaging Plan Item, which you can rename to Call Product Detail Call Objectives.

• Messaging Plan Item Relations. The related information section is Call Product Detail Messaging Plan Item Relations, which you can rename to Call Product Detail Next Call Objective.

Setting Up Structured Product Messaging Dynamic Page Layouts

The Messaging Plan, Messaging Plan Item, Messaging Plan Item Relation, and Message Response record types are collectively referred to as the personal content delivery (PCD) record types. Your company can repurpose the PCD record types to support structured product messaging (SPM), which allows users to manage their sales call objectives. You repurpose the PCD record types by defining dynamic page layouts for these records. By appropriately selecting the Type picklist field for a PCD record, an end user can dynamically change the page layout corresponding to the PCD record that is in place. For example, selecting Type with a value of Call Objective changes the page layout for a Messaging Plan Item to a Call Objective page layout.

The SPM page layouts that correspond to the PCD record types are: Call Objective Plan (for Messaging Plan), Call Objective (for Messaging Plan Item), Next Call Objective (for Messaging Plan Item Relations), and Outcome (for Message Response). Typically, a sales representative uses a call objective plan to record call objectives, next call objectives, and call outcomes for sales calls associated with a product (for example, a drug).

To set up Structured Product Messaging dynamic page layouts

1. Create the PCD page layouts for Messaging Plan, Messaging Plan Item, Messaging Plan Item Relation, and Message Response as described in the table in Field Setup and Layout for the LS Field Sales Rep Role Page Layouts.

   For related information on creating page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.

2. Create the SPM page layouts (Call Objective Plan page layout, Call Objective page layout, Outcome page layout, and Next Call Objective page layout) as described in the following table.

   For related information on creating page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.

   Record Type	Page Layout	Page Section Layout	Required, Read-Only, or Optional
   Messaging Plan	LS Messaging Plan Call Objective Plan Page Layout	Key Messaging Plan Information
   		Name	Required
   		Type Note: Include Call Objective Plan as a choice for the Type picklist.	Required
   		Product	Required
   		Status	Required
   		Verify	Read-Only
   		Code	Optional
   		Segment	Optional
   		Start Date	Optional
   		Expiration Date	Optional
   		Release Date	Optional
   		Disclosure Mandatory	Required
   		Enable Followup	Required
   		Lock Sequence	Required
   		Additional Messaging Plan Information
   		Audience	Optional
   		Comment	Optional
   		Description	Optional
   Messaging Plan Item	LS Messaging Plan Item Call Objective Page Layout	Key Messaging Plan Item Information
   		Sequence Number	Required
   		Plan Item Name	Optional
   		Display Name	Optional
   		Currency	Read-Only
   		Disclosure Message	Required
   		Type Note: Include Call Objective as a choice for the Type picklist.	Required
   		Send Type	Required
   		Parent Messaging Plan	Required
   		Status	Optional
   		Description	Optional
   Note: If Solution is not a required field in your page layout, then the Messaging Plan Item name defaults to the parent Messaging Plan name plus the Messaging Plan Item sequence number. For example, if you have a parent Messaging Plan called DrugABC Product Launch with four related Messaging Plan Items, then the names of the Messaging Plan Items are DrugABC Product Launch 1, DrugABC Product Launch 2, and so on. That is, the Messaging Plan Item name is a concatenation of the parent Messaging Plan name and the sequence number for the Messaging Plan Item.
   Messaging Plan Item Relations	LS Messaging Plan Item Relations Next Call Objective Page Layout	Key Messaging Plan Item Relations Information
   		Created	Optional
   		Created By	Optional
   		Created By: Email	Optional
   		Created By: External Unique ID	Optional
   		Created By: First Name	Optional
   		Type Note: Include Next Call Objective as a choice for the Type picklist.	Required
   		Solution Name	Optional
   		Synopsis	Optional
   		Name	Required
   		Display Name	Required
   		Parent MP Item	Required
   Message Response	LS Message Response Outcome Page Layout	Key Message Response Information
   		Message Plan	Optional
   		Sequence	Required
   		Type Note: Include Outcome as a choice for the Type picklist.	Required
   		Message Plan Item	Optional
   		Solution	Optional
   		Response	Optional
   		Notes	Optional
   		Section	Optional
   		Start Time	Optional
   		End Time	Optional
   		Duration	Read-Only
   		Followup	Optional
   		Account	Optional
   		Account: External Unique ID	Read-Only
   		Account: Integration ID	Read-Only
   		Profile Information
   		Id	Read-Only
   		Name	Required
   		Contact	Optional
   		Contact: External Unique ID	Optional
   		Contact: First Name	Optional
   		Contact: Integration ID	Optional
   		Contact: Last Name	Optional
   Note: Message Response records that are repurposed as Outcomes for Structured Product Messaging can only be created by the administrator using Web services and not through the user interface. A user with the LS Field Sales Rep role can select an Outcome within the context of the Product Detail Related Information section. However, the administrative task of creating the Outcome values must be completed through Web services and not in the UI screen navigation.

3. Set up the Type field to drive the dynamic page layout used by the field sales representative for each PCD record type:

   Note: Make sure you have set up the Type field on both PCD and SPM page layouts.

   1. In the upper right corner of any page, click the Admin global link.

   2. In the Application Customization section, click the Application Customization link.

   3. In the Record Type Setup section, click the link for one of the PCD record types:

      • Messaging Plan

      • Messaging Plan Item

      • Messaging Plan Item Relations

      • Message Response

   4. In the Dynamic Layout Management section, click the <PCD record type> Dynamic Layout link.
   5. In the Dynamic Page Layout list, click the New Layout button to create a new dynamic link layout.

   6. In Step 1 Specify Name:

      • Enter a name for the Dynamic Layout for the PCD record type you are setting up, for example:

        Messaging Plan Dynamic Layout

        Messaging Plan Item Dynamic Layout

        Messaging Plan Item Relations Dynamic Page Layout

        Message Response Dynamic Page Layout

      • Select a Default Layout. This layout is presented as the default layout in the next step.
      • Set the Driving Picklist field to Type if required. The values of the Type picklist determine which layout the users can see.

   7. In Step 2 Assign Layouts, associate the Type picklist values with a layout name as follows:

      • For Messaging Plan records:

        For a Type value of Call Objective Plan, associate the type value with the LS Messaging Plan Call Objective Plan Page Layout.

        For all other Type values, associate the type value with the LS Messaging Plan Page Layout.

      • For Messaging Plan Item records:

        For a Type value of Call Objective, associate the type value with the LS Messaging Plan Item Call Objective Page Layout.

        For all other Type values, associate the type value with the LS Messaging Plan Item Page Layout.

      • For Messaging Plan Item Relations records:

        For a Type value of Next Call Objective, associate the type value with the LS Messaging Plan Item Relations Next Call Objective Page Layout.

        For all other Type values, associate the type value with the LS Messaging Plan Item Relations Page Layout.

      • For Message Response records:

        For a Type value of Outcome, associate the type value with the LS Message Response Outcome Page Layout.

        For all other Type values, associate the type value with the LS Message Response Page Layout.

      Note: For each dynamic page layout, there is a limit of 200 associations between driving picklist values and page layouts.

      The layout you select is displayed when a record has the corresponding picklist value.

   8. Click Finish

4. Assign the dynamic layouts you have created to the user roles that will use these layouts, for example, the Administrator or the LS Field Sales Rep role in the Role Management wizard:

   1. From the Admin Homepage, click User Management and Access Controls, then Role Management.

   2. Edit the role of the user who will use the dynamic page layouts, for example, the Administrator or the LS Field Sales Rep role.

   3. In Step 6 Page Layout Assignment, for each PCD record type:

      • For the Page View Type, choose Dynamic

      • For the Page Layout Name, select the dynamic page layout you created in Step f corresponding to that record type.