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Administering Oracle CRM On Demand > Company Administration > Division Setup

Division Setup

Your company can use the Division record type to organize your users into groupings to meet your business needs. For example, you can use divisions to organize users on a geographical basis. You can associate a user with one or more divisions. The first division that is associated with a user record is automatically specified as the primary division for the user, but you can change the primary division for the user. You can associate divisions with picklist value groups, so that for users in certain divisions, the values that appear in the picklists in certain fields on records are limited to subsets of the values that are defined for the fields. Each division can be associated with one picklist value group only. For more information about picklist value groups, see About Picklist Value Groups.

NOTE: The division information on a user's record does not affect the user's rights to access records and to work with records.

If a user is associated with one or more divisions, then when the user creates a record of a record type that supports divisions, the user's primary division is automatically assigned to the record. If the Division field and the Picklist Value Group field are both present on the Detail page layout, and if a picklist value group is associated with the user's primary division, then the Picklist Value Group field on the record is populated with the name of that picklist value group. Then, in any picklist field that is controlled by the picklist value group, only the values that are linked to the picklist value group appear in the picklist.

A user can change the division on any record as long as all of the following are true:

• The Division field is present on the page layout that is assigned to the user's role for a record type.
• The Division field is not specified as a read-only field.
• The user has the necessary access rights to update the record.

NOTE: By default, the All Divisions list is available in the Lookup window for the Division field, and a user can select any division. You can set up lists of divisions and specify which lists are available in the Lookup window for the Division field for user roles. For more information, see Managing List Access and List Order.

When a user changes the division on a record, the picklist value group for the record automatically changes to the picklist value group for the new division. For more information about the behavior of the Division and Picklist Value Group fields when records are created and updated, see About Divisions and Picklist Value Groups on Records and About Picklist Fields, Picklist Value Groups, and Divisions.

For information about setting up divisions, see the following topics:

• Considerations When Setting Up Divisions
• Process of Setting Up Divisions
• Creating Divisions
• Associating Picklist Value Groups with Divisions
• Associating Users with Divisions

Related Topics

See the following topics for related information:

• Record Types That Support Picklist Value Groups and Divisions
• About Merging Divisions and Deleting Divisions
• About Divisions and Picklist Value Groups on Records
• Changing the Primary Division for a User