Print      Open PDF Version of Online Help

Automotive > Vehicles > Managing Vehicles > Enabling Vehicle Association on Service Requests

Enabling Vehicle Association on Service Requests

The default service request layout does not display vehicle association. However, your company administrator can configure a custom service request page layout by completing the following procedure.

To display vehicle association on a service requests record

1. From any page, click Admin, click Application Customization, click Service Requests, and click Service Request Page Layout.
2. In the Page Layout list, do one of the following:
   • Click the Edit link for an existing layout to modify it.
   • Click the New Layout button to create a new layout.
   • Click the Copy link to copy an existing layout.

     The Page Layout Wizard is displayed.

     NOTE: The number of steps in the Page Layout Wizard can differ depending on the Page Layout link that you click.

3. In Step 1 Layout Name, enter a name for the layout and a description (optional).
4. In Step 2 Field Setup, select the field characteristics as necessary.
5. In Step 3 Field Layout, make sure that the Vehicle field is available on the Service Request Page Layout.
6. Click Finish to exit the Wizard.

   You now must assign the new custom layout to a user role, using the Role Management Wizard.

7. Click Admin, click User Management and Access Controls, then click Role Management:
8. Find the role to which you want to assign the custom service request page layout, and click Edit.
9. In Step 6 of the wizard, change the Page Layout Name to the custom service request page layout for the service request record.
10. Click Finish to exit the wizard.

NOTE: By enabling Vehicle association, you can also update the Vehicle Search page layout to alter the association selection that a user sees. For more information, see Managing Search Layouts.