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Customizing Static Page Layouts
The right look and feel of an application is important for user adoption, and one way to achieve the right look and feel is by customizing page layouts. As part of the customizing process, you can:
There are two methods of customizing page layouts. You can define static page layouts defining specific fields by role, or dynamic page layouts that change based on the type of record being created. Dynamic page layouts can also be assigned by role. The number of characters that you can use in page layout names is limited. For more information, see About Custom Layout Limits.
You can create new layouts for each record type and then assign a page layout for each record type to a user role. When a user with that role signs in, the user then sees any customized layout specific to each record type. For example, you can create two page layouts for opportunities: one simplified layout for service representatives showing only the most important fields and another layout for field sales representatives showing many more fields, and assign the different layouts to the different roles. Users who are not assigned the service representative or field sales representative roles continue to see the default layout for the Opportunity page. As another example, you can create two page layouts for contacts, such that the Account field is required when service representatives add new contacts, but not required when service managers add new contacts.
If you do not assign a custom page layout for a record type for a given role, the default page is used for that record type.
When customizing a page layout, you can determine:
- Which fields appear on the page
For custom fields to appear, you must add them to the page layouts. After that, users with roles to which the custom page layout is assigned will see the fields on the Edit page, Detail page, and Create form (in the Action bar).
- Where fields appear on the page
- Which fields are required
- Which fields are read-only
- Which fields must always appear on the layout, even if users personalize their field layout
- How many page sections appear and with which headings.
- Which linked record types are displayed in the related information sections on the Detail page.
For example, you might want linked contacts to appear on the Accounts Detail page.
- Which layout is used for each related information section.
- Which layout is used in the new record page when users create records from a list of related records of a given record type, provided that the related record type supports custom layouts for new record pages.
There are some exceptions for this feature. For example:
- Although you can select a layout for the new record pages for the Open Appointments and Open Tasks related information sections, these layouts will not be used when users create new appointments or new tasks from an Open Activities related information section.
- You cannot select a layout for the new record page for the Log a Call button on a list of completed activities.
- Users cannot create new records from some related information sections, such as the Audit Trail section. Therefore, you cannot select a layout for creating new records from those related information sections.
NOTE: You can also assign a layout for the new record page for each record type in the Role Management Wizard. For information about how Oracle CRM On Demand determines which layout is used in the new record page when users create records from a list of related records, and for details of how to create such layouts, see Customizing Page Layouts for Creating New Records.
You can copy standard layouts, but you cannot edit or delete them. You can delete custom layouts, unless it is already assigned to a role or a dynamic layout.
About Personalizing Page Layouts
Benutzer können das Layout der Abschnitte für zugehörige Informationen auf der Detailseite für einen Datensatz personalisieren, wenn die Berechtigung "Detailseite personalisieren - Zugehörige Informationen" für ihre Benutzerrolle aktiviert ist.
Benutzer können das Feldlayout auf der Detailseite für den Datensatztyp personalisieren, wenn ihre Benutzerrolle folgendermaßen eingerichtet ist:
- Die Berechtigung "Detailseite personalisieren - Felder" ist für die Rolle aktiviert.
- Der Rolle für den Datensatztyp ist ein benutzerdefiniertes Seitenlayout zugeordnet.
For more information about personalized page layouts, see the following topics:
Considerations for Fields in Page Layouts
When you design your page layouts, consider the following:
- Some record fields are important to report and forecast calculations. To enforce the consistent use of these fields, they are flagged as required. You cannot change the required flag on these fields when customizing a page layout. You also cannot remove them from a page layout.
- Removing fields from a page layout can have important implications for how the records are used. For example, if you remove the Status and Publish fields on solutions records, employees with that page layout cannot approve solutions or make them available to others.
- Addresses are grouped together so that the field and their labels reflect the naming convention for each country. Therefore, for some record types, you cannot separate out individual address lines. Instead, you must select the field that includes the group of address lines (a single address option). This option replaces the individual fields that you could select in releases earlier than Release 20, such as Street, City, Zip Code. For example, for leads, the field Billing appears on the Field Setup and Field Layout steps of the Page Layout assistant. The Billing field includes all the Billing Address fields.
- You can move standard and custom note fields in the Long Text Field(s) list on your page layout to other areas in your page layout.
- You can move the following fields to and from the Long Text field(s) list, and to and from other areas, in your page layout:
Record
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Field Name
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Account Address
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Description
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Address
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Description
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Address
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Comments
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Sales Assessment Template
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Description
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Activity
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Next Call
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Application
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Existing Partnerships
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Application
|
Expected Partnership Benefits
|
Application
|
Indexed Long Text
|
Asset
|
Description
|
Book
|
Description
|
Dealer Address
|
Description
|
Event
|
Description
|
Event
|
Session Details
|
Event
|
Test Objective
|
Fund
|
Description
|
Fund Request
|
Description
|
Household
|
Description
|
Invitee
|
Comments
|
Invitee
|
Session Detail
|
Messaging Plan Item
|
Synopsis
|
Messaging Plan Item
|
Speaker Notes
|
Messaging Plan Item
|
Audience
|
Messaging Plan
|
Audience
|
Messaging Plan
|
Comment
|
Messaging Plan
|
Description
|
Messaging Plan Item Relations
|
Audience
|
Messaging Plan Item Relations
|
Synopsis
|
Objective
|
Description
|
Objective
|
Target Audience
|
Account Call
|
Next Call
|
Account Call
|
Description
|
Appointment
|
Next Call
|
Appointment
|
Description
|
Attendee Call
|
Next Call
|
Attendee Call
|
Description
|
Contact Address
|
Acceptable Schedules
|
Contact Address
|
Description
|
Contact Call
|
Description
|
Contact Call
|
Next Call
|
Smart Call
|
Description
|
Smart Call
|
Next Call
|
Task
|
Description
|
Task
|
Next Call
|
Partner
|
Description
|
Partner Address
|
Description
|
Partner Program
|
Description
|
Product
|
Description
|
Product Indication
|
Description
|
Revenue
|
Description
|
Account Revenue
|
Description
|
Contact Revenue
|
Description
|
Opportunity Product Revenue
|
Description
|
Sample Disclaimer
|
Disclaimer Text
|
Sample Lot
|
Description
|
Sample Transaction
|
Comments
|
Service Request
|
Subject
|
Transaction Item
|
Description
|
Vehicle
|
Description
|
Vehicle Service History
|
Description
|
Page Layouts and Lists
Mithilfe von Seitenlayouts und Rollenberechtigungen können Sie die Felder einschränken, nach denen Benutzer suchen und die Benutzer in Listen anzeigen und exportieren können. Wenn ein Benutzer eine Liste mit Datensätzen erstellt oder näher definiert oder mit der erweiterten Suche nach Datensätzen sucht, wird mit den der Benutzerrolle zugewiesenen Berechtigungen und Seitenlayouts festgelegt, welche Felder der Benutzer suchen und anzeigen kann.
Wenn die Berechtigung "Alle Felder in der Suche und in Listen" für die Benutzerrolle aktiviert ist, kann der Benutzer alle Suchfelder durchsuchen, die im Suchlayout zur Verfügung gestellt werden, das der Benutzerrolle für diesen Datensatztyp zugewiesen ist. Darüber hinaus kann der Benutzer beim Erstellen oder näheren Definieren einer Liste jedes beliebige Feld zur Anzeige als Spalte in der Liste der Datensätze wählen, die von der Suche zurückgegeben wird.
HINWEIS: Es wird empfohlen, dass Unternehmensadministratoren die Berechtigung "Alle Felder in der Suche und in Listen" für die meisten Benutzerrollen nicht aktivieren. Wenn die Berechtigung nicht aktiviert ist, sind Felder, die Ihr Unternehmen nicht verwendet, auf den Suchen- und Listenseiten nicht sichtbar. Dies dient der Übersichtlichkeit und macht es für Benutzer einfacher, die Felder anzuzeigen, an denen sie am meisten interessiert sind.
Wenn die Berechtigung "Alle Felder in der Suche und in Listen" für die Benutzerrolle nicht aktiviert ist, kann der Benutzer nur nach Feldern suchen, wenn die beiden folgenden Kriterien erfüllt sind:
- Das Feld ist ein verfügbares Suchfeld im Suchlayout, das der Rolle des Benutzers für den Datensatztyp zugewiesen ist.
- Das Feld wird im Layout der Detailseite angezeigt, das der Benutzerrolle für diesen Datensatztyp zugewiesen wurde. Wenn für die Rolle dynamische Seitenlayouts definiert sind, muss das Feld mindestens in einem der dynamischen Seitenlayouts angezeigt werden.
Außerdem kann der Benutzer beim Erstellen oder näheren Definieren einer Liste nur ein Feld zur Anzeige als Spalte in der Liste der Datensätze wählen, die von der Suche zurückgegeben wird, wenn das Feld in mindestens einem Layouts der Detailseite angezeigt wird, einschließlich der dynamischen Seitenlayouts, die der Benutzerrolle für den Datensatztyp zugewiesen sind. Diese Einschränkung wirkt sich auch darauf aus, was der Benutzer in eine Liste exportieren kann. Wenn die Berechtigung "Liste - Angezeigte Felder exportieren" für die Benutzerrolle aktiviert ist, die Berechtigung "Liste - Alle Felder exportieren" hingegen nicht, kann der Benutzer nur die Felder exportieren, die in der Liste angezeigt werden. Der Benutzer kann nicht alle Felder der Datensätze in der Liste exportieren.
HINWEIS: Bei erweiterten Suchen, die Benutzer über den Link "Erweitert" in einer Liste zugehöriger Datensätze für einen übergeordneten Datensatz durchführen, gelten zusätzliche Überlegungen für die Verfügbarkeit von Suchfeldern und für die Felder, die in den Suchergebnissen angezeigt werden können. Weitere Informationen finden Sie unter Informationen zur erweiterten Suche in zugehörigen Datensätzen.
Before you begin. To perform this procedure, your role must include the Customize Application privilege.
To create a page layout
- In the upper right corner of any page, click the Admin global link.
- In the Application Customization section, click the Application Customization link.
- In the Record Type Setup section, click the link for the required record type.
- In the Page Layout section, click the required Page Layout link.
- In the Page Layout list, do one of the following:
- In Step 1 Layout Name, enter a name for the layout and a description (optional).
- In Step 2 Field Setup, select the field characteristics, as follows:
- Select the Required check box for any fields that you want to make required.
HINWEIS: Benutzer müssen ein Feld vom Typ "Kontrollkästchen", das als "Erforderlich" markiert ist, nicht gezwungenermaßen aktivieren. Wenn das Kontrollkästchen den Wert "Wahr" erhalten soll (d.h., wenn das Kontrollkästchen aktiviert werden soll), müssen Sie Feldvalidierungsregeln für das Kontrollkästchenfeld verwenden. Weitere Informationen finden Sie unter Informationen zur Feldverwaltung.
- Select the Read Only check box for any fields that you want to make read only.
- Select the Always On Layout check box for any fields that you do not want users to be able to remove from their layout.
NOTE: When you create a new page layout, the Always On Layout check box is selected by default and is read-only for any field that is configured as a required field, unless a default value is configured for the field. If a default value is configured for a required field, then the Always On Layout check box is selected, but you can deselect it. It is also recommended that you select the Always On Layout check box for any fields that are configured as conditionally required. And, if you use or plan to use a dynamic page layout for the record type, then it is recommended that you select the Always On Layout check box for the picklist field that drives the dynamic layout.
For information about the Conditionally Required check box, see About Conditionally Required Fields.
- In Step 3 Field Layout, you can:
- Move fields from the record type Available Fields list to various sections of the record type Arrange Page Layout area.
Make sure you move the custom fields and the industry-specific fields you want to add to the forms. Also, if any of the fields for which you selected the Always On Layout check box in Step 2 are not already on the layout, then add them to the layout.
CAUTION: Unless a default value is configured for a required field, the required field must be on the page layout. Otherwise, anyone with that layout will be unable to create or edit a record of that type. Wenn für ein erforderliches Feld ein Standardwert konfiguriert ist, kann das erforderliche Feld optional im Seitenlayout angezeigt werden. Entsprechend müssen Sie sicherstellen, dass sich alle bedingt erforderlichen Felder in den relevanten Seitenlayouts befinden. Anderenfalls können Benutzer keine Werte für diese Felder eingeben, wenn sie erforderlich werden.
- Remove the Description field from your page layout or move the Description field to another area on your page layout.
- Rearrange the information.
NOTE: These changes affect all the forms for that record type when a user with an appropriate role views the pages. However, if you update the field layout after a user personalizes the field layout for the record type, then the changes do not apply to the personalized layout. Some fields include a group of fields or multi-line fields. Avoid moving those fields around because the information itself might overlap other fields in the final layout. For this reason, the application does not allow you to move multi-line text fields, such as Description. The application uses an address template that provides the fields specific to each country. For more information, see About Countries and Address Mapping.
- In Step 4 Related Information, you can:
- Add sections or remove sections that appear on the Detail pages. The sections are the areas where users can link records to the current record.
For example, if you do not want employees to be able to link products to opportunities, make sure the Products section does not appear in the Displayed or Available Information box.
NOTE: Users can change these default settings through the Edit Layout link on the Detail page for their application. After users have edited their personal layouts, they do not see new changes to the related information made by the company administrator until they edit their layout another time.
- Change the order of the sections on the Detail pages.
NOTE: These changes affect the Detail pages for that record type when a user with an appropriate custom role views the pages.
- (Optional) In Step 5 Related Information Layout, you can:
- In the Related Information Layout field, select the appropriate related information layout for each of the related information sections on the page.
NOTE: The default layout for each related information section is the standard one. If you have created custom related information layouts already, you can select them from the list. For more information about creating related information layouts, see Customizing Related Item Layouts.
- In the New Record Layout Name field, select a layout to be used in the new record page when users create records from a list of related records, for each of the related record types that support custom layouts for new record pages.
Administrators can create custom layouts for new record pages. If any custom layouts for new record pages have been created for the related record type, then you can select a custom layout from the list.
- Click Finish.
- Assign the page layout for this record type to user roles as required, see Adding Roles.
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