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Changing Your Action Bar Layout

您的公司管理員會指派動作列配置給每個使用者角色。公司管理員也可讓您的使用者角色無法使用「動作列」。

如果您的使用者角色可使用「動作列」,則「動作列」依預設會顯示在所有 Oracle CRM On Demand 頁面的左側。您可以視需要隱藏與顯示「動作列」。如需詳細資訊,請參閱關於顯示或隱藏動作列

If the Personalize Action Bar privilege is enabled for your role, then you can display or hide any of the Action bar sections, including Web applets, that your company administrator has made available in the Action bar layout for your user role. For more information about your user-role settings, contact your company administrator.

To change your Action bar layout

  1. In the upper-right corner of any page, click the My Setup global link.
  2. In the Layout Personalization section, click Personal Layout.
  3. In the Personal Layout page, in the Personal Action Bar Layout section, click Action Bar Layout.
  4. In the Personal Layout page, use the arrows to move the sections as follows:
    • Move the sections you want to appear in the Action bar from the Available Sections section to the Displayed Sections section
    • Move the sections you do not want to appear in the Action bar from the Displayed Sections section to the Available Sections section.

      NOTE: For the Action bar to show in Oracle CRM On Demand, there must be at least one section in the Displayed Sections section of the page.

  5. Scroll to the Customize Favorites section and select the appropriate option to have new favorites added to the start or the end of a favorites list (Favorite Records and Favorite Lists), depending on your preference.

    For more information on Favorite Records, see Favorite Records Page. For more information on Favorite Lists, see Favorite Lists Page.

  6. Save your changes.

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