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Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > Customizing Related Item Layouts

Customizing Related Item Layouts

You can customize page layouts to improve the look-and-feel of Oracle CRM On Demand. The layout functionality for related items allows you to customize a related-list layout for most record types to show the specified fields. You can select fields from related lists and some parent fields. You can select which fields that you want to appear, and you can specify the order of the fields that meets your business needs. However, you cannot select the number of rows that are displayed.

For certain related items, you can optionally select any field that is available in the Sort by drop-down list and specify the sort order (ascending or descending) for the records. For a list of these related items and details of the fields that you can select for sorting, see Support for the Sort Feature for Related Items.

CAUTION: Specifying a sort field can affect performance.

NOTE: You cannot customize the layout for the Teams related information section for most of the record types that support teams.

If the Enable Enhanced View for Tabs option is selected on the company profile, then you can specify custom default filters for the related information sections that support the enhanced view. For more information, see Managing Default Filter Criteria for Related Items.

List Add Feature

If the related information section supports the List Add feature, then the Enable List Add check box is available in Step 2 of the Related Information Layout Wizard. If you select this check box, then users can add multiple records to the related information section at one time. For a list of the related information sections that support the List Add feature, see Support for the List Add Feature.

NOTE: The Enable List Add check box is not available in the Recipients related information layout for the Campaign record type and the Invitees related information layout for the Event record type. The List Add feature is always enabled in these related information sections, and you cannot disable it.

Note the following points regarding the List Add feature:

• The List Add feature does not support the creation of integration events through workflow actions. Similarly, the List Add feature does not support modification tracking. If your company needs to create integration events when records are linked or unlinked, or needs to track run-time modifications to records, then do not enable the List Add feature.
• The following requirements apply except in the case of the related information sections for Custom Objects 01 through 03:
  • If there are any required fields on the relationship between the main record and the linked record other than the field that creates the relationship between the records, then for the List Add feature to work, you must specify a default value for those required fields. For example, on the relationship between a certification record and a related certification record, Relationship is a required field. If a user clicks Add to link a single related certification record to a certification record, then the user can select a value for the Relationship field. However, if the user clicks List Add to link multiple related certification records to the certification record at one time, then the user cannot select a value for the Relationship field. If you do not specify a default value for the Relationship field in the Related Certification record type, then the user sees an error message when they try to link related certification records to a certification record using the List Add feature.
  • The access profiles for the users who use the List Add feature must allow the users the appropriate level of access to the related record types. If the related record type is an intersection between the main record type and another primary record types, and if the intersection between the record types is exposed, then you must give the user read access to the second primary record type in the related information access settings for the main record type. For example, in the Accreditation Certification record type, the intersection between the Accreditation and Certification record types is exposed. Therefore, for the List Add feature to work in the Accreditation Certification related information section on an accreditation record, users must have read access to the related Certification record type on the Accreditation record type.
• The search layout for the related record type determines which fields are shown in the list of records that opens when a user clicks List Add in a related information section. For more information, see Managing Search Layouts.

Before you begin. To perform this procedure, your role must include the Customize Application privilege.

The following procedure describes how to customize the related item layout.

To customize the related item layout

1. In the upper-right corner of any page, click the Admin global link.
2. Click Application Customization.
3. In the Record Type Setup section, click the link for the record type that you want.
4. In the Page Layout Management section, click the Related Information Layout link that you want for the record type that you selected.

   The Related Information Section page appears.

5. In the Related Information Setup section, select the related information type that you want to customize.

   The Related Information Layout page for the selected related information type appears.

   NOTE: The items in the Related Information Setup section vary depending on which record type you select.

6. Do one of the following:
   • Click Edit to modify an existing layout.
   • Click New Layout to create a new layout.
   • Click Copy to copy an existing layout.

     The Related Information Layout Wizard is displayed and guides you through the process.

7. In Step 1 Layout Name, enter a name for the layout and a description (optional), and click Next.
8. In Step 2 Field Setup, select fields from the available Fields list, and click the up and down arrows, next to the Selected Fields list, to organize the fields in the order that you want.

   The maximum number of fields for a layout is 20. If you select more than 20 fields, then an error appears when you try to save the layout.

9. (Optional) If the Sort by option is available, then you can select a sort field and specify whether the records are to be sorted in ascending or descending order.

   NOTE: If you do not select a sort field, then the default sort field and sort order are used.

   The sort criteria apply both where the related information sections are displayed as tabs and where they are displayed as lists. The field selected in the Sort by drop-down list is used for sorting even if that field is not available in the Selected Field list. For example, if you select Created: Date in the Sort by drop-down list for the Opportunities related information section, then all opportunities are sorted by created date, even if the Created: Date field is not available in the Selected Fields list.

10. (Optional) If you want to allow users to add multiple related records to the related information section at one time, then select the Enable List Add check box.
11. Click Finish.