Copy or Share a User Type Configuration

Important: This information only applies to Oracle Field Service environments. You can verify whether you've Oracle Field Service or Oracle Fusion Field Service, by signing in and checking on the About page.

When you want to create a user type that is similar to an existing user type, you can use the Copy or share screen configuration option. When you use this option, you select a different source of the page configuration for the current user type. In this case the current user type is dissociated from the shared page configuration.

1. Click Configuration > User Types. The User Types page appears.
2. Click Add User Type. The Add User Type page appears.
3. Select an existing user type, which you want to be based on another user type.
4. Click Screens > Copy or Share.
5. Select one of these options:

   Option	Action
   Share with User Type	Select this option to share the page configuration with one or more user types. Only one set of configuration settings exists, and any changes of the page configuration of one of the user types causes similar changes of the page configuration of other user types. In this case, sharing is inherited. That is, if the user type selected for sharing has been sharing its page configuration with other user types, the same page configuration will be used for all of them. The note underneath advises the user about the user types sharing the same page configuration.
   Copy from User Type	Select this option to copy the page configuration from another user type. In this case, two independent sets of settings are created, and any changes apply only to the user type for which they are made. The note underneath advises the user about the user type whose page configuration will be copied.

   If you have created a user type as a copy of another user type and then shared the page configuration, the message, Screen configuration shared with: {User type} displays on the Screens tab. When you share the page configuration with another user type, the same set of settings is used for both user types, and both user types refer to them simultaneously. A shared page configuration means that all context layouts and their visibilities are similar for all user types sharing them. If you modify the page configuration for one of the user types, the same changes are applied immediately to all other user types sharing it.

   If a user type has an independent page configuration, you can replace with another by sharing or copying the page configuration of another user type. All user types with page configurations not related to those of other user types have the Copy or Share link. This link leads to the same page configuration options as are offered for changing the current page configuration. However, as the current screen configuration is not used elsewhere in the system, selecting any option removes it permanently. The note warns the administrator that the current configuration will be lost.

6. Click Save.