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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 如果使用者角色的「個人化詳細資料頁面 - 相關資訊」權限已啟用，則使用者可根據記錄類型，個人化「詳細資料」頁面上相關資訊區段的版面配置。 使用者的角色設定如下時，使用者可根據記錄類型個人化「詳細資料」頁面的欄位版面配置： 角色的「個人化詳細資料頁面 - 欄位」權限已啟用。 自訂的頁面版面配置已指派給記錄類型的角色。 For more information about personalized page layouts, see the following topics: How Personalized Related Information Layouts Interact with Page Layouts for Roles How Personalized Field Layouts Interact with Page Layouts for Roles ### 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 您可以使用頁面版面配置與角色權限來限制欄位，讓使用者可進行搜尋、清單檢視及匯出。當使用者建立或調整記錄清單，或使用進階搜尋來尋找記錄時，指派給使用者角色的權限與頁面版面配置，會決定使用者可搜尋與檢視的欄位。 如果已啟用使用者角色的「搜尋與清單中的所有欄位」權限，則使用者可就記錄類型指派給使用者角色的搜尋版面配置，搜尋其中可用的所有欄位。此外，當建立或調整清單時，使用者可選取任何欄位，來顯示成搜尋傳回的記錄清單欄位。 附註：建議公司管理員不要為多數使用者角色啟用「搜尋與清單中的所有欄位」權限。在未啟用該權限情況下，公司未使用的欄位便不會顯示於搜尋與清單頁面中。這樣可避免頁面雜亂，並讓使用者更容易檢視其最感興趣的欄位。 若未對使用者角色啟用「搜尋與清單中的所有欄位」權限，則使用者只有在符合以下兩項條件後才能搜尋欄位： 欄位是在就記錄類型指派給使用者角色的搜尋版面配置中，可用的搜尋欄位。 根據該記錄類型來指派給使用者角色的「詳細資料」頁面版面配置上，會顯示此欄位。若定義角色的動態頁面版面配置，則欄位必須顯示至少一個動態頁面版面配置。 此外，建立或調整清單時，只有當欄位顯示在至少一個「詳細資料」頁面版面配置上 (包含根據記錄類型來指派給使用者角色的動態頁面版面配置)，使用者才能選取欄位，以顯示成搜尋傳回的記錄清單欄位。此限制也會影響使用者可在清單中匯出的項目。如果使用者角色已啟用「清單 - 匯出顯示欄位」權限，但並未啟用「清單 - 匯出所有欄位」權限，則使用者只能匯出清單中所顯示的欄位。使用者無法匯出清單記錄上的所有欄位。 備註：若是使用者在上階記錄之相關記錄清單的「進階」連結中，所開始的進階搜尋，會額外考量可用的搜尋欄位以及搜尋結果中可顯示的欄位。如需詳細資訊，請參閱關於相關記錄的進階搜尋。 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: 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. 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. 備註：使用者不一定要選取標示為「必要」之核取方塊類型的欄位。如果您要讓核取方塊欄位有 True 值 (即您要選取核取方塊)，則必須在核取方塊欄位上使用欄位驗證規則。如需詳細資訊，請參閱關於欄位管理。 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. 如果已設定必要欄位的預設值，則可選擇性地在頁面版面配置上顯示必要欄位。同樣地，您必須確定相關頁面版面配置上有任何條件式必要欄位。否則，使用者將無法在欄位變成必要時輸入這些欄位值。 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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