Control a Page Display Based on a User's Role

Want to display the same page differently to different users depending on their roles? Then, assign a role to one or more page layouts and control which layout appears at runtime to which user.

For example, you may want to show fields related to approving an opportunity to a sales manager, but not to a sales representative.

To create a page layout for a role:

1. In Application Composer, expand the object and select the Pages node.

2. On the Application Pages tab, find the type of page layout that you want to create for a role.

   For example, to create a page layout for the sales manager, in the Creation Page Layouts region, select the standard layout and click the Duplicate Layout icon. Then, make your changes to the duplicate custom layout.

   Note: The first custom layout that you create from a standard layout is called the default custom layout, but you can change the name. Oracle recommends that you don't add conditions to the default custom layout. You can add role conditions, and all other conditions, to the next custom layouts that you create.

3. After editing and saving the custom layout, select a role under the Role column.

   Custom roles, which are copies of the predefined roles that Oracle provides for all customers, are displayed by default. But, you can also choose to display predefined roles.

   Ideally, your roles should be stable before you assign roles to page layouts. If you make changes to roles after you create role-specific page layouts, then you will have to come back to these page layouts and update the assigned roles.

   At runtime, the page layout appears only to a user with the specified role.

   Caution: If you assign a Type condition to the layout in addition to a Role condition, then confirm that the Role condition is complementary with any role assignments made at the record type field level.