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Selecting the Structured Product Messaging Page Layouts

To use the structured product messaging (SPM) page layouts to manage your call objectives during product detailing sessions, you must select the appropriate Type value to determine the dynamic page layouts for SPM.

Before you begin. Your administrator must set up dynamic page layouts for SPM as described in Configuration Guide for Oracle CRM On Demand Life Sciences Edition. If your administrator sets up the dynamic page layouts, then selecting an SPM type results in a different page layout from the default layout for PCD record types. For example, for a Messaging Plan Item record, selecting a Call Objective type results in a Call Objective page layout. For more information on setting up dynamic page layouts, see Specifying Dynamic Page Layouts. In addition, your administrator must set up your user access profile so that you have Read-Only, View, or Inherit Primary access to the related information SPM records on the Products Detailed detail page.

To select the structured product messaging page layouts

  1. Navigate to the Messaging Plan Detail page, and in the Type picklist field, select Call Objective Plan to display the Call Objective Plan page layout.
  2. Navigate to the Messaging Plan Item Detail page, and in the Type picklist field, select Call Objective to display the Call Objective page layout.
  3. Navigate to the Messaging Plan Item Relations Detail page, and in the Type picklist field, select Next Call Objective to display the Next Call Objective page layout.
  4. Navigate to the Message Response related item section in a Call Detail page, and in the Type picklist field, select Outcome to display the Outcome page layout.

Published 6/21/2021 Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices.