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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:

  • Add custom fields to the Edit, Detail, and Create forms.
  • Make fields required on the Edit and Create forms.
  • Add or hide sections on the Detail pages.

    You can make sections unavailable (hidden) to your employees or you can make them available but hide them initially.

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

Os utilizadores podem personalizar a disposição das secções de informações relacionadas na página Detalhes de um tipo de registo se o privilégio Personalizar a Página de Detalhes - Informações Relacionadas estiver ativado para as respetivas funções de utilizador.

Os utilizadores podem personalizar a disposição de campo na página Detalhes de um tipo de registo quando a respetiva função de utilizador é configurada da forma que se segue:

  • O privilégio Personalizar a Página de Detalhes - Campos está ativado para a função.
  • Uma disposição de página customizada foi atribuída à função para o tipo de registo.

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

    Field Name

    Account Address

    Description

    Address

    Description

    Address

    Comments

    Sales Assessment Template

    Description

    Activity

    Next Call

    Application

    Existing Partnerships

    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

Pode utilizar as disposições da página e os privilégios da função para limitar os campos que os utilizadores podem pesquisar, ver nas listas e exportar. Quando um utilizador cria ou refina uma lista de registos ou utiliza a pesquisa avançada para pesquisar registos, os privilégios e as disposições da página atribuídas à função de utilizador determinam os campos que o utilizador pode pesquisar e ver.

Se o privilégio Todos os Campos na Pesquisa e Listas estiver ativado na função de utilizador, o utilizador pode pesquisar todos os campos de pesquisa disponibilizados na disposição da pesquisa atribuída à função de utilizador para o tipo de registo. Quando cria ou refina uma lista, o utilizador também pode selecionar qualquer campo para ser apresentado como uma coluna na lista de registos devolvidos pela pesquisa.

NOTA: Recomenda-se que os administradores da empresa não activem o privilégio Todos os campos na Pesquisa e Listas para a maioria das funções do utilizador. Quando o privilégio não está ativo, os campos que a empresa não utiliza não estão visíveis nas páginas de pesquisa e lista. Isto reduz a desorganização e facilita aos utilizadores visualizarem os campos em que estão mais interessados.

Se o privilégio Todos os campos na pesquisa e listas não estiver ativo na função de utilizador, o utilizador pode pesquisar apenas um campo se cumprir com os seguintes critérios:

  • O campo é um campo de pesquisa disponível na disposição da pesquisa atribuída à função de utilizador para o tipo de registo.
  • O campo é apresentado na disposição da página Detalhes atribuída à função de utilizador para esse tipo de registo. Se as disposições da página dinâmica forem definidas para a função, o campo tem de ser apresentado, pelo menos, numa das disposições da página dinâmica.

Quando cria ou refina uma lista, o utilizador também pode selecionar um campo para ser apresentado como uma coluna na lista de registos devolvidos pela pesquisa apenas se o campo for apresentado em pelo menos uma das disposições da página Detalhes, incluindo as disposições da página dinâmica, que são atribuídas à função de utilizador para o tipo de registo. Esta restrição também afeta o que o utilizador pode exportar numa lista. Se o privilégio Lista - Exportar Campos Apresentados estiver ativado na função de utilizador, mas o privilégio Lista - Exportar Todos os Campos não estiver ativado, o utilizador só pode exportar os campos que são apresentados na lista. O utilizador não pode exportar todos os campos nos registos na lista.

NOTA: No caso das pesquisas avançadas que os utilizadores iniciam a partir da ligação Avançada numa lista de registos relacionados num registo pai, as considerações adicionais aplicam-se à disponibilidade dos campos de pesquisa e os campos podem ser apresentados nos resultados da pesquisa. Para obter mais informações, consulte Acerca da Pesquisa Avançada de Registos Relacionados.

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

To create a page layout

  1. In the upper right corner of any page, click the Admin global link.
  2. In the Application Customization section, click the Application Customization link.
  3. In the Record Type Setup section, click the link for the required record type.
  4. In the Page Layout section, click the required Page Layout link.
  5. 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 appears to guide you through the process.

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

  6. In Step 1 Layout Name, enter a name for the layout and a description (optional).
  7. 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.

      NOTA: Os utilizadores não são obrigados a selecionar um campo do tipo Caixa de Seleção que está marcada como Obrigatória. Se pretende que o campo da caixa de verificação tenha o valor Verdadeiro (ou seja, pretende que a caixa de verificação seja selecionada), tem de utilizar as regras de validação de campos no campo da caixa de verificação. Para obter mais informações, consulte Acerca da gestão de campos.

    • 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.

  8. 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. Se um valor predefinido estiver configurado para um campo obrigatório, o campo obrigatório pode aparecer opcionalmente na disposição da página. Da mesma forma, deve certificar-se de que quaisquer campos de obrigatoriedade condicional estão nas disposições de páginas relevantes. Caso contrário, os utilizadores não poderão introduzir um valor nesses campos quando se tornarem obrigatórios.

    • 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.

  9. 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.

  10. (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.

  11. Click Finish.
  12. Assign the page layout for this record type to user roles as required, see Adding Roles.

Publicado em Agosto 2021 Copyright © 2005, 2021, Oracle e/ou respetivas associadas. Legal Notices.