1. Oracle CRM On Demand for Partner Relationship Management Configuration Guide
  2. Setting Up Page Layouts

Setting Up Page Layouts

This task is a step in Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management.

It is recommended that you set up page layouts for each role that you intend to create in Oracle CRM On Demand for Partner Relationship Management.

When setting up a page layout, you can create a new layout, or you can copy or edit an existing layout. You can add fields to the page layout as well as to the sections within the page, and you can also make available the related information in the page layout.

Note: The page layouts described in this guide are the layouts for the Detail and Edit pages where users view and edit existing records of the relevant record types. You can optionally create separate layouts for the pages where users enter information for new records, and then assign those layouts to your user roles. For information about creating layouts for new record pages, see Oracle CRM On Demand Online Help.

Record Types for Which PRM Administrators Set Up Page Layouts

PRM administrators typically set up page layouts for both the Channel Manager role and for the Partner Sales Representative role.

Channel Manager Role

For the Channel Manager role, the PRM administrator sets up page layouts for the following record types:

  • Accreditation

  • Accreditation Request

  • Application

  • Business Plan

  • Certification

  • Certification Request

  • Course

  • Course Enrollment

  • Deal Registration

  • Exam

  • Exam Registration

  • Fund

  • Fund Request

  • Lead

  • MDF Request

  • Objective

  • Opportunity

  • Partner

  • Price List

  • Price List line Item

  • Service Request

  • Solution

  • Special Pricing Product

  • Special Pricing Request

Partner Sales Representative Role

For the Partner Sales Representative role, the PRM administrator sets up page layouts for the following record types:

  • Accreditation

  • Accreditation Request

  • Application

  • Certification

  • Certification Request

  • Course

  • Course Enrollment

  • Deal Registration

  • Exam

  • Exam Registration

  • Fund

  • Fund Request

  • Lead

  • MDF Request

  • Objective. Consider your company's business processes and decide whether objective pages should be available to partner sales representatives.

  • Opportunity

  • Partner. Although it is possible to make the Partner pages available to partner sales representatives, doing so is not recommended.

  • Partner Program

  • Service Request. It is recommended that service requests are also made available to a separate Partner Service Representative role for partner employees who primarily work on service requests.

  • Solution

  • Special Pricing Product

  • Special Pricing Request

Complete the steps in the following procedure for each page layout that you want to set up.

Note: Some of the suggested page layouts for the Partner Sales Representative role are copies of the page layouts for the Channel Manager role. Complete the setup of the page layouts for the Channel Manager role before you copy them for the Partner Sales Representative role.

To set up a page layout for Oracle CRM On Demand for Partner Relationship Management

  1. In Oracle CRM On Demand, click the Admin link, then Application Customization.

  2. In the Record Type Setup section, click the link for the required record type.

    For example, click the Opportunity record type. For more information, see the following:

  3. In the Page Layout Management section, click the link for the required page layout type.

    For example, click the link for the Opportunity Page Layout.

  4. Perform the following steps:

    1. On the record type Page Layout page, click Copy (the link next to a layout) to create a new layout that is based on an existing layout, or click New Layout on the title bar to create a new layout.

    2. In Step 1 of the Page Layout Wizard, enter a name for the layout and a description (optional).

    3. Click Finish to save the layout.

      Note: You will return later to the Page Layout Wizard to finish setting up the page layout.

  5. On the record type Page Layout page, click the Edit Sections link for the layout that you want to configure.

  6. In the Section Names Setup page, enter the labels for any new sections that you want to set up on the page layout.

  7. Click Save.

  8. On the record type Page Layout page, click the Edit link for the layout that you want to configure.

  9. In the Page Layout Wizard, go to Step 2 (Field Setup), and specify the field setup for the page layout.

    For each available field, select either the Required or the Read-Only check box to support your business processes. For more information, see the following:

  10. In the wizard, go to Step 3 (Field Layout), and configure the field layout for the page.

    Click the arrows to add fields to the various page sections. Remove any fields that you do not want by moving them from the page sections to the Available Fields list. For more information, see the following:

  11. In the wizard, go to Step 4 (Related Information), and configure the related information that is available on this page.

    Click the arrows to add fields to the appropriate sections. The options are as follows: Additional Information and Displayed Information. For more information, see the following:

  12. Click Finish.