| Print Open PDF Version of Online Help

#### Configuring Record Ownership Modes Oracle CRM On Demand allows you to set up the following modes of record ownership to support your business needs: User mode Book mode Mixed mode For more information about the modes of record ownership, see About Record Ownership Modes. To configure record ownership mode In the upper right corner of any page, click the Admin global link. In the Application Customisation section, click the Application Customisation link. In the Record Types Set-up section, click the link for the record type that you want to configure. In the Field Management section, click record type Field Set-up, where record type is the name of the record type that you want to configure. Depending on the record ownership mode that you want to configure, edit the fields as follows: To configure the record type in user mode, configure the Owner field so that it is a required field, and then configure the Book field so that it is not a required field. To configure the record type in book mode, configure the Book field so that it is a required field, and then configure the Owner field so that it is not a required field. To configure the record type in mixed mode, configure both the Owner field and the Book field so that they are not required fields. Save your changes. For more information about editing fields, see Creating and Editing Fields. NOTE: After you configure the record ownership mode, you must make sure that the page layouts for the record type are set up correctly for the record ownership mode. For more information about page layouts for record ownership modes, see About Field Set-up and Page Layouts for Record Ownership Modes.

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.