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Getting Started > Working with Records > About the Layouts of New Record Pages

About the Layouts of New Record Pages

In the standard application, the field layout on the page where you enter the information for a new record is the same as the field layout on the Detail page for the record type. However, you might see a different layout, depending on how your user role is set up. The layout that you see when you create a record is determined by the following features:

• Custom layouts for new record pages. Your administrator can create a custom layout that is used specifically for the page where you enter the information for a new record of a given record type, and then assign that layout to your role, or assign the layout to a related information section in a custom page layout for a parent record, so that the layout is used when you create records from that related information section. Typically, a custom layout for a new record page contains fewer fields than the Detail page layout for the record type.

  For example, you might see one layout for the new lead record page when you create a lead from the Leads Homepage, a different layout when you create a lead from the list of related leads on the Account Detail page, and a third layout when you create a lead from the list of related leads on the Contact Detail page.

  In addition, your administrator can specify that a custom layout for a new record page is used when you create a record through the Action bar (or through the global header, if you use a modern theme), but is not used when you create records from other locations. If your administrator selects this option on your role, then the following happens:

  • The custom layout for the new record page that is assigned to your user role for the record type is used in the new record page when you create a record through the Action bar.
  • The field layout of the Detail page that is assigned to your user role for the record type is used in the new record page when you create a record from other areas in Oracle CRM On Demand, such as when you open the new record page by clicking the New button on a Homepage, List page, or Detail page. The field layout of the Detail page for the record type is also used in the new record page when you create a record of that record type from a list of related records, unless your administrator assigns a different custom layout for that purpose.

    NOTE: When a custom layout is used for the new record page, an Advanced link is available on the page to allow you to switch to the full layout of the new record page.

• Personalized layouts. If your user role allows you to personalize the field layout on record Detail pages, and if you personalize the field layout for the Detail page for a record type, then your personalized field layout is also used in the page where you enter information for a new record, unless a custom layout is assigned to your role for the new record page, or a custom layout is assigned for creating records from a list of related records. If a custom layout is assigned to your user role for the new record page, or a custom layout is assigned for creating records from a list of related records, then the relevant custom layout is used instead of your personalized layout. An Advanced link is available on the page to allow you to switch to your personalized layout for the page. For information about personalizing your page layouts, see Changing Your Detail Page Layout.

  NOTE: You cannot personalize the field layout of a custom layout for a new record page.