How to Activate Layouts for Objects
As a sales administrator, you can create user layouts by duplicating the corresponding Industry Solutions layouts and assigning roles and expressions.
Use Application Composer to present standard pages using different page layouts defined by you. For example, a sales executive can see certain privileged fields on an opportunity record, which other sales team members can't see. Similarly, an open opportunity that's in progress might have certain fields different from a closed opportunity.
Activate Layouts
Here's how you can activate the layouts and perform the settings as given in the following tables:
-
Go to Application Composer.
-
Select an application from the Application list.
-
Expand Custom Objects and expand the object, for example, Audit History.
-
Click Pages and in the Details Page Layouts area, do the following:
-
Select All layouts in the Layout Status list.
-
Click to select the Standard layout row.
-
Click Actions-Duplicate.
-
In the Duplicate Layout dialog, enter the New Layout Name for each object.
-
Click Save and Close.
-
Select the role for each object from the Role column.
-
Add an advanced expression by clicking the Advanced Expression > Enter expression to determine which page layout to display column. Click OK.
-
You can dynamically control the display of page layouts based on:
-
Roles
-
Groovy Scripts
-
Type of Record
The order of activating layouts must be:
-
Landing page
-
Create
-
Detail
-
Search and Select Dialog or Reusable Regions
The following tables list the objects for which you must set the layouts and provides the values that you must specify. as applicable, for each object.
Merchandising Specific Layouts
Merchandise layouts for the Common application
In the common application, you must activate the merchandise layouts listed in the following table.
Object |
Page Layout |
Layout Name |
Role |
Advanced Expression |
---|---|---|---|---|
Audit History |
Landing Page |
|
Any |
|
Audit History |
Create |
|
Any |
|
Audit History |
Detail |
|
Any |
|
Audit History |
Search and Select Dialog |
|
Any |
|
Inventory |
Landing Page |
|
Any |
|
Inventory |
Create |
|
Any |
|
Inventory |
Detail |
|
Any |
|
Inventory |
Detail |
|
Any |
|
Inventory |
Search and Select Dialog |
|
Any |
|
Distributor |
Landing Page |
|
Any |
|
Distributor |
Create |
|
Any |
|
Distributor |
Detail |
|
Any |
|
Distributor |
Search and Select Dialog |
|
Any |
|
Order Line Request |
Detail |
|
Any |
|
Order Line Request |
Detail |
|
Any |
|
Shopping Cart Item |
Detail |
|
Any |
|
Order |
Landing Page |
|
Any |
|
Order |
Landing Page |
|
Any |
|
Order |
Create |
|
Any |
|
Order |
Detail |
|
Any |
|
Order |
Detail |
|
Any |
|
Order |
Detail |
|
Any |
|
Order |
Detail |
|
Any |
|
Order |
Detail |
|
Any |
|
Order |
Detail |
|
Any |
|
Order |
Detail |
|
Any |
|
Order |
Detail |
|
Any |
|
Order |
Search and Select Dialog |
|
Any |
|
Order |
Search and Select Dialog |
|
Any |
|
Shopping Cart |
Landing Page |
|
Any |
|
Shopping Cart |
Create |
|
Any |
|
Shopping Cart |
Detail |
|
Any |
|
Shopping Cart |
Search and Select Dialog |
|
Any |
|
UOM Conversion |
Landing Page |
|
Any |
|
UOM Conversion |
Create |
|
Any |
|
UOM Conversion |
Detail |
|
Any |
|
UOM Conversion |
Search and Select Dialog |
|
Any |
|
Account |
Landing Page |
|
Any |
|
Account |
Create |
|
Any |
|
Account |
Detail |
|
Any |
|
Account |
Detail |
|
Sales Representative Custom |
|
Account |
Detail |
|
Sales Manager Custom, Account Manager Custom |
|
Account |
Detail |
|
Marketing Manager Custom |
|
Account |
Search and Select Dialog |
|
Any |
|
Business Plan |
Landing Page |
|
Any |
|
Business Plan |
Create |
|
Any |
|
Business Plan |
Detail |
|
Any |
|
Business Plan |
Detail |
|
Any |
|
Business Plan |
Detail |
|
Any |
|
Business Plan |
Detail |
|
Any |
|
Business Plan |
Detail |
|
Any |
|
Business Plan |
Detail |
|
Sales Administrator Custom Marketing Management Custom |
|
Business Plan |
Detail |
|
Any |
|
Business Plan |
Detail |
|
Any |
|
Business Plan |
Detail |
|
Any |
|
Business Plan |
Detail |
|
Any |
|
Business Plan |
Search and Select Dialog |
|
Any |
|
Business Plan __ORACO__BusinessPlan_c |
Landing Page |
|
Any |
|
Business Plan __ORACO__BusinessPlan_c |
Create |
|
Any |
|
Business Plan __ORACO__BusinessPlan_c |
Detail |
|
Any |
|
Business Plan __ORACO__BusinessPlan_c |
Detail |
|
Any |
|
Business Plan __ORACO__BusinessPlan_c |
Detail |
|
Any |
|
Business Plan __ORACO__BusinessPlan_c |
Detail |
|
Any |
|
Business Plan __ORACO__BusinessPlan_c |
Detail |
|
Any |
|
Business Plan __ORACO__BusinessPlan_c |
Detail |
|
Sales Administrator Custom Marketing Manager Custom |
|
Business Plan __ORACO__BusinessPlan_c |
Detail |
|
Any |
|
Business Plan __ORACO__BusinessPlan_c |
Detail |
|
Any |
|
Business Plan __ORACO__BusinessPlan_c |
Detail |
|
Any |
|
Business Plan __ORACO__BusinessPlan_c |
Detail |
|
Any |
|
Business Plan __ORACO__BusinessPlan_c |
Search and Select Dialog |
|
Any |
Merchandise layouts for the Sales application
In the Sales application, you must activate the merchandise layouts listed in the following table.
Object |
Page Layout |
Layout Name |
Role |
Advanced Expression |
---|---|---|---|---|
Promotion |
Landing Page |
|
Any |
|
Promotion |
Create |
|
Any |
|
Promotion |
Detail |
|
Any |
|
Promotion |
Detail |
|
Sales Representative Custom |
|
Promotion |
Detail |
|
Sales Manager Custom |
|
Promotion |
Detail |
|
Marketing Manager Custom |
|
Promotion |
Detail |
|
Marketing Manager Custom |
|
Promotion |
Detail |
|
Sales Representative Custom |
|
Promotion |
Detail |
|
Sales Manager Custom |
|
Promotion |
Detail |
|
Sales Administrator Custom |
|
Promotion |
Detail |
|
Account Manager Custom |
|
Promotion |
Detail |
|
Sales Administrator Custom |
|
Promotion |
Detail |
|
Account Manager Custom |
|
Promotion |
Search and Select Dialog |
|
Any |
|
Promotion Program |
Landing Page |
|
Any |
|
Promotion Program |
Create |
|
Any |
|
Promotion Program |
Detail |
|
Any |
|
Promotion Program |
Detail |
|
Any |
|
Promotion Program |
Detail |
|
Marketing Manager Custom |
|
Promotion Program |
Search and Select Dialog |
|
Any |
|
Store Visit Tasks |
Landing Page |
|
Any |
|
Store Visit Tasks |
Create |
|
Any |
|
Store Visit Tasks |
Detail |
|
Any |
|
Store Visit Tasks |
Detail |
|
Sales Manager Custom |
|
Store Visit Tasks |
Detail |
|
Sales Representative Custom |
|
Store Visit Tasks |
Detail |
|
Marketing Manager Custom |
|
Store Visit Tasks |
Detail |
|
Account Manager Custom |
|
Store Visit Tasks |
Search and Select Dialog |
|
Any |
|
Store Visit Type |
Landing Page |
|
Any |
|
Store Visit Type |
Create |
|
Any |
|
Store Visit Type |
Detail |
|
Any |
|
Store Visit Type |
Detail |
|
Sales Manager Custom |
|
Store Visit Type |
Detail |
|
Sales Representative Custom |
|
Store Visit Type |
Detail |
|
Marketing Manager Custom |
|
Store Visit Type |
Detail |
|
Account Manager Custom |
|
Store Visit Type |
Detail |
|
Any |
|
Store Visit Type |
Search and Select Dialog |
|
Any |
|
Trade Fund |
Landing Page |
|
Any |
|
Trade Fund |
Create |
|
Any |
|
Trade Fund |
Detail |
|
Any |
|
Trade Fund |
Detail |
|
Any |
|
Trade Fund |
Detail |
|
Any |
|
Trade Fund |
Search and Select Dialog |
|
Any |
|
Activity |
Appointment Landing Page |
|
Any |
|
Activity |
Appointment Create |
|
Any |
|
Activity |
Appointment Details |
|
Any |
|
Activity |
Appointment Details |
|
Any |
|
Activity |
Appointment Details |
|
Any |
|
Activity |
Embedded Activity Summary Layout |
|
Any |
|
Activity (Task Layout) |
Task Create |
ORACO Duplicate Layout |
Any |
|
Activity (Task Layout) |
Task Create |
ORACO BusPlan Layout |
Any |
|
Activity (Task Layout) |
Task Create |
|
Any |
|
Activity (Task Layout) |
Task Details |
ORACO Duplicate Layout |
Any |
|
Activity (Task Layout) |
Task Details |
ORACO BusPlan Layout |
Any |
|
Activity (Task Layout) |
Task Details |
|
Any |
|
Priority Portfolio |
Landing page |
|
Any |
|
Priority Portfolio |
Create |
|
Any |
|
Priority Portfolio |
Detail |
|
Any |
|
Priority Portfolio |
Search and Select Dialog |
|
Any |
|
Product Group |
Landing page |
|
Any |
|
Product Group |
Create |
|
Any |
|
Product Group |
Detail |
|
Any |
|
Product Group |
Search and Select Dialog |
|
Any |
|
Product |
Landing page |
|
Any |
|
Product |
Create |
|
Any |
|
Product |
Detail |
|
Any |
|
Product |
Search and Select Dialog |
|
Any |
|
Attainment |
Create |
|
Any |
|
Attainment |
Detail |
|
Any |
|
Benefit |
Create |
|
Any |
|
Benefit |
Detail |
|
Any |
|
Benefit |
Detail |
|
Any |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Type |
|
Benefit |
Detail |
|
Any |
|
Benefit Balance |
Detail |
|
Any |
|
Benefit Guard |
Create |
|
Any |
|
Benefit Guard |
Create |
|
Any |
|
Benefit Guard |
Detail |
|
Any |
|
Benefit Transaction |
Detail |
|
Any |
|
Compliance History |
Detail |
|
Any |
|
Condition |
Create |
|
Any |
|
Condition |
Detail |
|
Any |
|
Condition |
Detail |
|
Any |
|
Condition |
Detail |
|
Any |
|
Condition |
Detail |
|
Any |
|
Condition |
Detail |
|
Any |
|
Condition |
Detail |
|
Any |
|
Condition |
Detail |
|
|
|
Condition |
Detail |
|
Any |
|
Condition Compliance History |
Create |
|
Any |
|
Condition Compliance History |
Detail |
|
Any |
|
Condition Compliance History |
Detail |
|
Any |
|
Condition Guard |
Create |
|
Any |
|
Condition Guard |
Detail |
|
Any |
|
Condition Template |
Landing Page |
|
Any |
|
Condition Template |
Create |
|
Any |
|
Condition Template |
Detail |
|
Any |
|
Contract |
Landing Page |
|
Any |
|
Contract |
Create |
|
Any |
|
Contract |
Detail |
|
Any |
|
Contract |
Detail |
|
Any |
|
Contract |
Detail |
|
Any |
|
Contract |
Search |
|
Any |
|
Contract History |
Landing Page |
|
Any |
|
Contract History |
Create |
|
Any |
|
Contract History |
Detail |
|
Any |
|
Contract History |
Search |
|
Any |
|
Contract Print Template |
Landing Page |
|
Any |
|
Contract Print Template |
Create |
|
Any |
|
Contract Print Template |
Detail |
|
Any |
|
Contract Template |
Landing Page |
|
Any |
|
Contract Template |
Create |
|
||
Contract Template |
Detail |
|
Any |
|
Contract Template |
Detail |
|
Any |
|
Contract Template |
Detail |
|
Any |
|
Contract Template |
Detail |
|
||
Contract Template |
Detail |
|
Any |
|
Contract Template |
Detail |
|
Sales Administrator Custom Marketing Manager Custom |
|
Contract Template |
Detail |
|
Any |
|
Contract Template |
Detail |
|
Sales Administrator Custom Marketing Manager Custom |
|
Contract Template |
Detail |
|
Any |
|
Contract Template |
Detail |
|
Any |
|
Contract Template |
Detail |
|
Any |
|
Contract Template |
Detail |
|
Sales Administrator Custom Marketing Manager Custom |
|
Contract Template |
Detail |
|
if (__ORACO__Status_c ==
'ORA_ACO_CNTRCT_TPL_ST_SCHED'){ return true; }
|
|
Contract Template |
Search |
|
Any |
|
Distribution Schedule |
Create |
|
Any |
|
Distribution Schedule |
Detail |
|
Any |
|
Forecast Attainment |
Create |
|
Any |
|
Forecast Attainment |
Detail |
|
Any |
|
MDF Request |
Create |
|
Any |
|
MDF Request |
Detail |
ORACO Benefit Fund Layout
|
Any |
if (__ORACO__Benefit_Id_c != null) {return true}
else {return false};
|
MDF Claim |
Detail |
ORACO Duplicate Layout
|
Any |
|
Resolution |
Create |
|
Any |
|
Resolution |
Detail |
|
Any |
|
Term |
Landing Page |
|
Any |
|
Term |
Create |
|
Any |
|
Term |
Detail |
|
Any |
|
Term |
Detail |
|
Any |
|
Term |
Detail |
|
Any |
|
Term |
Detail |
|
Any |
|
Term |
Detail |
ORACO Pending Approval Layout
|
Any |
|
Term |
Detail |
ORACO Term History Layout
|
Any |
|
Term |
Search |
|
Any |
|
Object Attributes |
Landing Page |
|
Any |
|
Object Attributes |
Create |
|
Any |
|
Object Attributes |
Detail |
|
Any |
|
Object Attributes |
Search and Select Dialog |
|
Any |
|
Object Configuration |
Landing Page |
|
Any |
|
Object Configuration |
Create |
|
Any |
|
Object Configuration |
Detail |
|
Any |
|
Object Configuration |
Search and Select Dialog |
|
Any |
|
Filter Criteria Group |
Landing Page |
|
Any |
|
Filter Criteria Group |
Create |
|
Any |
|
Filter Criteria Group |
Detail |
|
Any |
|
Filter Criteria Group |
Search and Select Dialog |
|
Any |
|
Filter Criteria |
Create |
|
Any |
|
Filter Criteria |
Detail |
|
Any |
|
Filter Criteria |
Detail |
|
Any |
|
Sync Rule |
Landing Page |
|
Any |
|
Sync Rule |
Landing Page |
ORACO RETPL Layout |
Any |
|
Sync Rule |
Create |
|
Any |
|
Sync Rule |
Create |
|
Any |
|
Sync Rule |
Detail |
|
Any |
|
Sync Rule |
Detail |
|
Any |
|
Sync Rule |
Search and Select Dialog |
|
Any |
|
Print Template |
Landing Page |
|
Any |
|
Print Template |
Create |
|
Any |
|
Print Template |
Detail |
|
Any |
|
Print Template |
Detail |
|
Any |
|
Print Template |
Detail |
|
Any |
|
Print Template |
Detail |
|
Any |
|
Print Template |
Detail |
|
Any |
|
Print Template |
Detail |
|
Any |
|
Print Template |
Detail |
|
Any |
|
Print Template |
Detail |
|
Any |
|
Print Template |
Detail |
|
Any |
|
Print Template |
Detail |
|
Any |
|
Print Template |
Detail |
|
Any |
|
Print Template |
Search and Select Dialog |
|
Any |
|
Template File |
Landing Page |
|
Any |
|
Template File |
Create |
|
Any |
|
Template File |
Detail |
|
Any |
|
Template File |
Search and Select Dialog |
|
Any |
|
Account Task Details |
Landing Page |
|
Sales Administrator Custom Marketing Manager Custom |
|
Account Task Details |
Create |
|
Sales Administrator Custom Marketing Manager Custom |
|
Account Task Details |
Detail |
|
Sales Administrator Custom Marketing Manager Custom Sales Representative Custom |
|
Account Task Details |
Search and Select Dialog |
|
Sales Administrator Custom Marketing Manager Custom |
Direct Store Delivery Specific Layouts
In the common application, you must activate the direct store delivery specific layouts listed in the following table.
Object |
Page Layout |
Layout Name |
Role |
Advanced Expression |
---|---|---|---|---|
Coupon |
Landing Page |
|
Any |
|
Coupon |
Create |
|
Any |
|
Coupon |
Detail |
|
Any |
|
Coupon |
Search and Select Dialog |
|
Any |
|
Coupon Settlement |
Landing Page |
|
Any |
|
Coupon Settlement |
Create |
|
Any |
|
Coupon Settlement |
Detail |
|
Any |
|
Coupon Settlement |
Detail |
|
Consumer Goods Cashier |
|
Coupon Settlement |
Detail |
|
Consumer Goods Cashier |
|
Coupon Settlement |
Detail |
|
Sales Administrator Custom |
|
Coupon Settlement |
Search and Select Dialog |
|
Any |
|
Credit Line |
Landing Page |
|
Any |
|
Credit Line |
Create |
|
Any |
|
Credit Line |
Detail |
|
Any |
|
Credit Line |
Search and Select Dialog |
|
Any |
|
Credit Note |
Landing Page |
|
Any |
|
Credit Note |
Create |
|
Any |
|
Credit Note |
Detail |
|
Any |
|
Credit Note |
Search and Select Dialog |
|
Any |
|
Distribution Center |
Landing Page |
|
Any |
|
Distribution Center |
Create |
|
Any |
|
Distribution Center |
Detail |
|
Any |
|
Distribution Center |
Search and Select Dialog |
|
Any |
|
Document |
Landing Page |
|
Any |
|
Document |
Create |
|
Any |
|
Document |
Detail |
|
Any |
|
Document |
Detail |
|
Consumer Goods Cashier |
|
Document |
Detail |
|
Consumer Goods Cashier |
|
Document |
Detail |
|
Sales Administrator Custom |
|
Document |
Search and Select Dialog |
|
Any |
|
Expense |
Landing Page |
|
Any |
|
Expense |
Create |
|
Any |
|
Expense |
Detail |
|
Any |
|
Expense |
Detail |
|
Consumer Goods Cashier |
|
Expense |
Detail |
|
Consumer Goods Cashier |
|
Expense |
Detail |
|
Sales Administrator Custom |
|
Expense |
Search and Select Dialog |
|
Any |
|
Inventory |
Landing Page |
|
Any |
|
Inventory |
Create |
|
Any |
|
Inventory |
Detail |
|
Any |
|
Inventory |
Search and Select Dialog |
|
Any |
|
Inventory Audit Line |
Landing Page |
|
Any |
|
Inventory Audit Line |
Create |
|
Any |
|
Inventory Audit Line |
Detail |
|
Any |
|
Inventory Audit Line |
Search and Select Dialog |
|
Any |
|
Inventory Audit Report |
Landing Page |
|
Any |
|
Inventory Audit Report |
Create |
|
Any |
|
Inventory Audit Report |
Detail |
|
Any |
|
Inventory Audit Report |
Search and Select Dialog |
|
Any |
|
Inventory Reload Line |
Landing Page |
|
Any |
|
Inventory Reload Line |
Create |
|
Any |
|
Inventory Reload Line |
Detail |
|
Any |
|
Inventory Reload Line |
Search and Select Dialog |
|
Any |
|
Inventory Reload Report |
Landing Page |
|
Any |
|
Inventory Reload Report |
Create |
|
Any |
|
Inventory Reload Report |
Detail |
|
Any |
|
Inventory Reload Report |
Search and Select Dialog |
|
Any |
|
Invoice |
Landing Page |
|
Any |
|
Invoice |
Create |
|
Any |
|
Invoice |
Detail |
|
Any |
|
Invoice |
Search and Select Dialog |
|
Any |
|
Invoice Line |
Landing Page |
|
Any |
|
Invoice Line |
Create |
|
Any |
|
Invoice Line |
Detail |
|
Any |
|
Invoice Line |
Search and Select Dialog |
|
Any |
|
Legal Entity |
Landing Page |
|
Any |
|
Legal Entity |
Create |
|
Any |
|
Legal Entity |
Detail |
|
Any |
|
Legal Entity |
Search and Select Dialog |
|
Any |
|
Order Line Request |
Landing Page |
|
Any |
|
Order Line Request |
Create |
|
Any |
|
Order Line Request |
Detail |
|
Any |
|
Order Line Request |
Search and Select Dialog |
|
Any |
|
Order Line Rollup |
Landing Page |
|
Any |
|
Order Line Rollup |
Create |
|
Any |
|
Order Line Rollup |
Detail |
|
Any |
|
Order Line Rollup |
Detail |
|
Any |
|
Order Line Rollup |
Search and Select Dialogue |
|
Any |
|
Order Line Status |
Landing Page |
|
Any |
|
Order Line Status |
Create |
|
Any |
|
Order Line Status |
Detail |
|
Any |
|
Order Line Status |
Search and Select Dialog |
|
Any |
|
Order Request |
Landing Page |
|
Any |
|
Order Request |
Create |
|
Any |
|
Order Request |
Detail |
|
Any |
|
Order Request |
Detail |
|
Any |
|
Order Request |
Detail |
|
Any |
|
Order Request |
Search and Select Dialogue |
|
Any |
|
Order Rollup |
Landing Page |
|
Any |
|
Order Rollup |
Create |
|
Any |
|
Order Rollup |
Detail |
|
Any |
|
Order Rollup |
Detail |
|
Any |
|
Order Rollup |
Detail |
|
Any |
|
Order Rollup |
Detail |
|
Any |
|
Order Rollup |
Detail |
|
Any |
|
Order Rollup |
Search and Select Dialogue |
|
Any |
|
Order Status |
Landing Page |
|
Any |
|
Order Status |
Create |
|
Any |
|
Order Status |
Detail |
|
Any |
|
Order Status |
Search and Select Dialog |
|
Any |
|
Payment |
Landing Page |
|
Any |
|
Payment |
Landing Page |
|
Sales Administrator |
|
Payment |
Landing Page |
|
Consumer Goods Cashier |
|
Payment |
Create |
|
Any |
|
Payment |
Detail |
|
Any |
|
Payment |
Detail |
|
Sales Administrator |
|
Payment |
Detail |
|
Consumer Goods Cashier |
|
Payment |
Search and Select Dialog |
|
Any |
|
Payment Line |
Landing Page |
|
Any |
|
Payment Line |
Landing Page |
|
Sales Administrator |
|
Payment Line |
Create |
|
Any |
|
Payment Line |
Create |
|
Sales Administrator |
|
Payment Line |
Detail |
|
Any |
|
Payment Line |
Detail |
|
Sales Administrator |
|
Payment Line |
Detail |
|
Consumer Goods Cashier |
|
Payment Line |
Search and Select Dialog |
|
Any |
|
Assortment |
Landing Page |
|
Any |
|
Assortment |
Create |
|
Any |
|
Assortment |
Detail |
|
Account Manager Custom |
|
Assortment |
Detail |
|
Any |
|
Assortment |
Detail |
|
|
|
Assortment |
Detail |
|
|
|
Assortment |
Search and Select Dialog |
|
Any |
|
Assortment Line |
Landing Page |
|
Any |
|
Assortment Line |
Create |
|
Any |
|
Assortment Line |
Detail |
|
||
Assortment Line |
Detail |
|
Sales Administrator Custom Account Manager Custom |
|
Assortment Line |
Detail |
|
Any |
|
Assortment Line |
Search and Select Dialog |
|
Any |
|
Route |
Landing Page |
|
Any |
|
Route |
Create |
|
Any |
|
Route |
Detail |
|
Any |
|
Route |
Detail |
|
Custom Objects Administration Account Manager Custom Sales Manager Custom Marketing Manager Custom Sales Representative Custom |
|
Route |
Detail |
|
Consumer Goods Cashier |
|
Route |
Search and Select Dialog |
|
Any |
|
Route Allocation |
Landing Page |
|
Any |
|
Route Allocation |
Create |
|
Any |
|
Route Allocation |
Detail |
|
Any |
|
Route Allocation |
Search and Select Dialog |
|
Any |
|
Route Assignment History |
Landing Page |
|
Any |
|
Route Assignment History |
Create |
|
Any |
|
Route Assignment History |
Detail |
|
Any |
|
Route Assignment History |
Search and Select Dialog |
|
Any |
|
Route Check In History |
Landing Page |
|
Any |
|
Route Check In History |
Create |
|
Any |
|
Route Check In History |
Detail |
|
Any |
|
Route Check In History |
Search and Select Dialog |
|
Any |
|
Merchandising Material |
Landing Page |
|
Any |
|
Merchandising Material |
Create |
|
Any |
|
Merchandising Material |
Detail |
|
Any |
|
Merchandising Material |
Search and Select Dialog |
|
Any |
|
Merchandising Material Allocation |
Landing Page |
|
Any |
|
Merchandising Material Allocation |
Create |
|
Any |
|
Merchandising Material Allocation |
Detail |
|
Any |
|
Merchandising Material Allocation |
Search and Select Dialog |
|
Any |
|
Route Inventory |
Landing Page |
|
Any |
|
Route Inventory |
Create |
|
Any |
|
Route Inventory |
Detail |
|
Any |
|
Route Inventory |
Search and Select Dialog |
|
Any |
|
Route Inventory Transaction |
Landing Page |
|
Any |
|
Route Inventory Transaction |
Create |
|
Any |
|
Route Inventory Transaction |
Detail |
|
Any |
|
Route Inventory Transaction |
Search and Select Dialog |
|
Any |
|
Route Settlement Report |
Landing Page |
|
Any |
|
Route Settlement Report |
Create |
|
Any |
|
Route Settlement Report |
Detail |
|
Any |
|
Route Settlement Report |
Detail |
|
Consumer Goods Cashier |
|
Route Settlement Report |
Detail |
|
Consumer Goods Cashier |
|
Route Settlement Report |
Detail |
|
Sales Administrator Custom |
|
Route Settlement Report |
Detail |
|
Sales Administrator Custom |
|
Route Settlement Report |
Detail |
|
Sales Representative Custom |
|
Route Settlement Report |
Search and Select Dialog |
|
Any |
|
Shipment |
Landing Page |
|
Any |
|
Shipment |
Create |
|
Any |
|
Shipment |
Detail |
|
Any |
|
Shipment |
Search and Select Dialog |
|
Any |
|
Shipment Line |
Landing Page |
|
Any |
|
Shipment Line |
Create |
|
Any |
|
Shipment Line |
Detail |
|
Any |
|
Shipment Line |
Search and Select Dialog |
|
Any |
|
Shopping Cart Template |
Landing Page |
|
Any |
|
Shopping Cart Template |
Create |
|
Any |
|
Shopping Cart Template |
Detail |
|
Any |
|
Shopping Cart Template |
Search and Select Dialog |
|
Any |
|
Survey Template |
Landing Page |
|
Any |
|
Survey Template |
Create |
|
Any |
|
Survey Template |
Detail |
|
Any |
|
Survey Template |
Detail |
|
Any |
|
Survey Template |
Search and Select Dialog |
|
Any |
|
Account |
Create |
|
Any |
|
Account |
Create |
|
Sales Administrator Custom |
|
Account |
Detail |
|
Any |
|
Account |
Detail |
|
Sales Representative Custom Sales Manager Custom |
|
Account |
Detail |
|
Sales Representative Custom |
|
Account |
Detail |
|
Marketing Manager Custom |
|
Account |
Detail |
|
Account Manager Custom Sales Administrator Custom |
|
Account |
Detail |
|
Sales Administrator Custom |
|
Bank Account |
Detail |
|
Any |
|
Bank Account |
Search and Select Dialog |
|
Any |
|
Combo Group |
Landing Page |
|
Any |
|
Combo Group |
Create |
|
Any |
|
Combo Group |
Detail Page |
|
Any |
|
Combo Group |
Search and Select Dialog |
|
Any |
|
Shopping Cart |
Landing Page |
|
Any |
|
Shopping Cart |
Create |
|
Any |
|
Shopping Cart |
Detail Page |
|
Any |
|
Shopping Cart |
Detail Page |
|
Any |
|
Shopping Cart |
Detail Page |
|
Any |
|
Shopping Cart |
Detail Page |
|
Any |
|
Shopping Cart |
Search and Select Dialog |
|
Any |
|
Object Configuration |
Landing Page |
|
Any |
|
Object Configuration |
Create |
|
Any |
|
Object Configuration |
Detail |
|
Any |
|
Object Configuration |
Search and Select Dialog |
|
Any |
|
Container Class |
Landing Page |
|
Any |
|
Container Class |
Create |
|
Any |
|
Container Class |
Detail |
|
Any |
|
Container Class |
Search and Select Dialog |
|
Any |
|
Account Container Class |
Create |
|
Any |
|
Account Container Class |
Detail |
|
Any |
|
Assortment Line Relationship |
Landing Page |
|
Any |
|
Assortment Line Relationship |
Create |
|
Any |
|
Assortment Line Relationship |
Detail |
|
Any |
|
Assortment Line Relationship |
Search and Select Dialog |
|
Any |
|
Bank Deposit |
Landing Page |
|
Any |
|
Bank Deposit |
Create |
|
Any |
|
Bank Deposit |
Detail |
|
Any |
|
Bank Deposit |
Detail |
|
Sales Administrator Custom |
|
Bank Deposit |
Search and Select Dialog |
|
Any |
|
Store Credit |
Landing Page |
|
Any |
|
Store Credit |
Create |
|
Any |
|
Store Credit |
Detail |
|
Any |
|
Store Credit |
Search and Select Dialog |
|
Any |
|
Store Credit Transaction |
Landing Page |
|
Any |
|
Store Credit Transaction |
Create |
|
Sales Administrator Custom Sales Manager Custom Sales Representative Custom Account Manager Custom |
|
Store Credit Transaction |
Detail |
|
Sales Administrator Custom Sales Manager Custom Sales Representative Custom Account Manager Custom |
|
Store Credit Transaction |
Search and Select Dialog |
|
Any |
|
Merchandising |
Landing Page |
|
Any |
|
Merchandising |
Create |
|
Any |
|
Merchandising |
Detail |
|
Any |
|
Assortment Plan |
Create |
|
Any |
|
Assortment Plan |
Detail |
|
Any |
|
Assortment Plan |
Detail |
|
Any |
|
Assortment Plan |
Detail |
|
Any |
|
Assortment Plan |
Detail |
|
Any |
|
Assortment Plan |
Detail |
|
Any |
|
Assortment Plan |
Detail |
|
Any |
|
Assortment Plan |
Detail |
|
Any |
|
Assortment Plan |
Detail |
|
Any |
|
Assortment Plan |
Detail |
|
Any |
|
Assortment Plan |
Detail |
|
Any |
|
Assortment Plan |
Detail |
|
Any |
|
Assortment Plan |
Detail |
|
Any |
|
Assortment Plan |
Search and Select Dialog |
|
Any |
|
Assortment Plan |
Search and Select Dialog |
|
Any |
|
Cluster |
Landing Page |
|
Any |
|
Cluster |
Create |
|
Any |
|
Cluster |
Detail |
|
Any |
|
Cluster |
Detail |
|
Any |
|
Cluster |
Search and Select Dialog |
|
Any |
|
Promotion Program |
Landing Page |
|
||
Promotion Program |
Create |
|
Any |
|
Promotion Program |
Detail |
|
Any |
|
Promotion Program |
Detail |
|
Any |
|
Promotion Program |
Detail |
|
Any |
|
Promotion Program |
Detail |
|
Marketing Manager Custom |
|
Promotion Program |
Search and Select Dialog |
|
Any |
|
Shipment |
Detail |
|
Any |
|
KPI Library |
Landing Page |
|
||
KPI Library |
Create |
|
Any |
|
KPI Library |
Detail |
|
Any |
|
KPI Library |
Detail |
|
Any |
|
KPI Library |
Search and Select Dialog |
|
Any |
|
KPI Relationship |
Landing Page |
|
Any |
|
KPI Relationship |
Create |
|
Any |
|
KPI Relationship |
Detail |
|
Any |
|
KPI Relationship |
Detail |
|
Any |
|
KPI Relationship |
Detail |
|
Any |
|
KPI Relationship |
Detail |
|
Any |
|
KPI Relationship |
Detail |
|
Any |
|
KPI Relationship |
Detail |
|
Any |
|
KPI Relationship |
Detail |
|
Any |
|
KPI Relationship |
Search and Select Dialog |
|
Any |
|
Team |
Landing Page |
|
||
Team |
Create |
|
Any |
|
Team |
Detail |
|
Any |
|
Team |
Search and Select Dialog |
|
Any |
|
Merchandising Location |
Detail |
|
Any |
|
Merchandising Location |
Detail |
|
Any |
|
Merchandising Location Plan |
Landing Page |
|
Any |
|
Merchandising Location Plan |
Create |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Detail |
|
Any |
|
Merchandising Location Plan |
Search and Select Dialog |
|
Any |
|
Inventory |
Create |
|
Any |
|
Inventory |
Detail |
|
Any |
|
Object Mapping |
Landing Page |
|
Any |
|
Object Mapping |
Create |
|
Any |
|
Object Mapping |
Detail |
|
Any |
|
Object Mapping |
Detail |
|
Any |
|
Object Mapping |
Detail |
|
Any |
|
Object Mapping |
Search and Select Dialog |
|
Any |
|
Attribute Mapping |
Landing Page |
|
Any |
|
Attribute Mapping |
Create |
|
Any |
|
Attribute Mapping |
Detail |
|
Any |
|
Attribute Mapping |
Search and Select Dialog |
|
Any |
|
Publish Log |
Landing Page |
|
Any |
|
Publish Log |
Create |
|
Any |
|
Publish Log |
Detail |
|
Any |
|
Publish Log |
Search and Select Dialog |
|
Any |
|
Assigned Assets |
Landing Page |
|
Any |
|
Assigned Assets |
Create |
|
Any |
|
Assigned Assets |
Detail |
|
Any |
|
Assigned Assets |
Reusable Regions |
|
Any |
|
Shopping Cart Template Header |
Landing Page |
|
Any |
|
Shopping Cart Template Header |
Create |
|
Any |
|
Shopping Cart Template Header |
Detail |
|
Any |
|
Shopping Cart Template Header |
Search and Select Dialog |
|
Any |
|
Shopping Cart Template Plan |
Landing Page |
|
Any |
|
Shopping Cart Template Plan |
Create |
|
Any |
|
Shopping Cart Template Plan |
Detail |
|
Any |
|
Shopping Cart Template Plan |
Detail |
|
Any |
|
Shopping Cart Template Plan |
Detail |
|
Any |
|
Shopping Cart Template Plan |
Detail |
|
Any |
|
Shopping Cart Template Plan |
Detail |
|
Any |
|
In the Sales application, you must activate the direct store delivery specific layouts listed in the following table.
Object |
Page Layout |
Layout Name |
Role |
Advanced Expression |
---|---|---|---|---|
Promotion |
Landing Page |
|
Any |
|
Promotion |
Create |
|
Any |
|
Promotion |
Create |
|
Any |
|
Promotion |
Detail |
|
Any |
|
Promotion |
Detail |
|
Any |
|
Promotion |
Detail |
|
Any |
|
Promotion |
Detail |
|
Any |
|
Promotion |
Detail |
|
Account Manager Custom |
|
Promotion |
Detail |
|
Account Manager Custom |
|
Promotion |
Detail |
|
Account Manager Custom |
|
Promotion |
Detail |
|
Account Manager Custom |
|
Activity |
Appointment Details |
|
Any |
|
Activity |
Appointment Details |
DSD Sales Administrator and Manager Before Check In Layout |
Custom Sales Administrator Custom Sales Manager |
|
Activity |
Appointment Details |
|
Any |
|
Activity |
Appointment Details |
|
Any |
|
Activity |
Appointment Details |
|
Any |
|
Price Book Header |
Landing Page |
|
Any |
|
Price Book Header |
Create |
|
Any |
|
Price Book Header |
Detail Page |
|
Any |
|
Price Book Header |
Detail |
|
Any |
|
Store Visit Type |
Detail |
ORACO Duplicate Layout |
Any |
|
Store Visit Type |
Detail |
ORACO Administrator and Manager Layout |
Sales Administrator Custom Sales Manager Custom |
|
Store Visit Type |
Detail |
ORACO Sales Representative Layout |
Sales Representative Custom |
|
Allocation Plan |
Landing Page |
|
Any |
|
Allocation Plan |
Create |
|
Any |
|
Allocation Plan |
Create |
|
Any |
|
Allocation Plan |
Detail |
|
Any |
|
Allocation Plan |
Detail |
|
Any |
|
Allocation Plan |
Detail |
|
Any |
|
Allocation Plan |
Detail |
|
Any |
|
Allocation Plan |
Detail |
|
Sales Administrator Custom Sales Manager Custom |
|
Allocation Plan |
Detail |
|
Sales Administrator Custom Sales Manager Custom |
|
Allocation Plan |
Detail |
|
Sales Administrator Custom Sales Manager Custom |
|
Allocation Plan |
Detail |
|
Sales Administrator Custom Sales Manager Custom Sales Representative Custom |
|
Allocation Plan |
Search and Select Dialog |
ORACO Duplicate Layout |
Sales Administrator Custom Sales Manager Custom |
|
Follow the steps for each of the objects and provide values as specified in the table at the beginning of this section.
Trade Promotion Management Specific Layouts
In the sales application, you must activate the trade promotion management specific layouts listed in the following table.
Object |
Page Layout |
Layout Name |
Role |
Advanced Expression |
---|---|---|---|---|
Accrual Rule |
Landing Page |
|
Any |
|
Accrual Rule |
Create |
|
Any |
|
Accrual Rule |
Create |
|
Any |
|
Accrual Rule |
Create |
|
Any |
|
Accrual Rule |
Detail |
|
Any |
|
Accrual Rule |
Detail |
|
Any |
|
Accrual Rule |
Detail |
|
Any |
|
Budget |
Landing Page |
|
Any |
|
Budget |
Create |
|
Any |
|
Budget |
Detail |
|
Any |
|
Budget |
Search and Select Dialog |
|
Any |
|
Fund |
Landing Page |
|
Any |
|
Fund Allocation |
Landing Page |
|
Any |
|
Fund Allocation |
Create |
|
Any |
|
Fund Allocation |
Detail |
|
Any |
|
Fund Allocation |
Search and Select Dialog |
|
Any |
In the common application, you must activate the trade promotion management specific layouts listed in the following table.
Object |
Page Layout |
Layout Name |
Role |
Advanced Expression |
---|---|---|---|---|
Claims |
Landing Page |
|
Any |
|
Claims |
Create |
|
|
|
Claims |
Create |
|
|
|
Claims |
Detail |
|
Any |
|
Claims |
Detail |
|
Partner Manager Custom |
|
Claims |
Detail |
|
Partner Manager Custom |
|
Claims |
Detail |
|
|
|
Claims |
Detail |
|
|
|
Claims |
Detail |
|
|
|
Claims |
Detail |
|
|
|
Claims |
Detail |
|
|
|
Claims |
Detail |
|
|
|
Claims |
Detail |
|
|
|
Claims |
Detail |
|
|
|
Claims |
Detail |
|
Any |
|
Claim Item |
Landing Page |
|
Any |
|
Claim Item |
Create |
|
Any |
|
Claim Item |
Detail |
|
Any |
|
Resolution |
Landing Page |
|
Any |
|
Resolution |
Create |
|
Any |
|
Resolution |
Create |
|
Any |
|
Resolution |
Detail |
|
Any |
|
Resolution |
Detail |
|
Any |
|
Resolution |
Detail |
|
Any |
|
Resolution |
Detail |
|
Any |
|
Resolution |
Detail |
|
Any |
|
Resolution |
Detail |
|
Any |
|
Resolution |
Detail |
|
Any |
|
Resolution |
Detail |
|
Any |
|
Resolution |
Detail |
|
|
|
Resolution |
Detail |
|
|
|
Resolution |
Detail |
|
Any |
|
Resolution |
Detail |
|
Any |
|
Resolution |
Detail |
|
Any |
|
Resolution |
Detail |
|
Any |
|
Resolution |
Detail |
Claim Funded Read Only Layout |
Sales Representative Custom Sales Manager Custom |
|
Resolution |
Detail |
Claim Reject Read Only Layout |
Sales Representative Custom Sales Manager Custom |
|
Resolution |
Detail |
Deduction Funded Read Only Layout |
Sales Representative Custom Sales Manager Custom |
|
Resolution |
Detail |
Deduction Other Read Only Layout |
Sales Representative Custom Sales Manager Custom |
|
Deduction |
Landing Page |
|
||
Deduction |
Create |
|
||
Deduction |
Detail |
|
|
|
Deduction |
Detail |
|
|
|
Deduction |
Detail |
|
|
|
Deduction |
Detail |
|
|
|
Deduction |
Detail |
Internal Read Only Layout |
Sales Representative Custom Sales Manager Custom |
|
Deduction |
Detail |
Internal Draft Read Only Layout |
Sales Representative Custom Sales Manager Custom |
|
|
Landing Page |
|
||
|
Create |
|
||
|
Detail |
|
||
|
Search and Select Dialog |
|
||
Deduction |
Landing Page |
|
||
Deduction |
Create |
|
||
Deduction |
Detail |
|
||
Deduction |
Search and Select Dialog |
|
Distributor Objects
Object |
Page Layout |
Layout Name |
Role |
Advanced Expression |
---|---|---|---|---|
Account Distributor Relationship |
Landing Page |
|
Any |
|
Account Distributor Relationship |
Create |
|
Any |
|
Account Distributor Relationship |
Detail |
|
Any |
|
Account Distributor Relationship |
Search |
|
Any |
|
Account |
Detail |
|
Any |
|
Account |
Detail |
|
Any |
|
Account |
Detail |
|
Any |
|
Account |
Detail |
|
Any |
|
Account |
Detail |
|
Any |
|
Account |
Detail |
|
Any |
|
Account |
Detail |
|
Any |
|
Assortment |
Detail |
ORACO Duplicate Layout |
Any |
|
Assortment |
Detail |
ORACO Duplicate AM Layout |
Any |
|
Assortment |
Detail |
|
Any |
|
Assortment |
Detail |
|
Any |
Product Detailing
Object |
Application |
Page Layout |
Layout Name |
Role |
Advanced Expression |
---|---|---|---|---|---|
Manufacturer |
Common |
Landing |
ORACO Duplicate Layout |
Any |
|
Manufacturer |
Common |
Create |
ORACO Duplicate Layout |
Any |
|
Manufacturer |
Common |
Detail |
ORACO Duplicate Layout |
Any |
|
Manufacturer |
Common |
Reusable |
ORACO Duplicate Layout |
Any |
|
Detailing Product Group |
Common |
Landing |
ORACO Duplicate Layout |
Any |
|
Detailing Product Group |
Common |
Create |
ORACO Duplicate Layout |
Any |
|
Detailing Product Group |
Common |
Detail |
ORACO Duplicate Layout |
Any |
|
Detailing Product Group |
Common |
Reusable |
ORACO Duplicate Layout |
Any |
|
Product Detailing |
Common |
Landing |
ORACO Duplicate Layout |
Any |
|
Product Detailing |
Common |
Create |
ORACO Duplicate Layout |
Any |
|
Product Detailing |
Common |
Detail |
ORACO Duplicate Layout |
Any |
|
Product Detailing |
Common |
Reusable |
ORACO Duplicate Layout |
Any |
|
Activity |
Common |
Appointment Details |
|
Any |
|
Activity |
Common |
Appointment Details |
|
Sales Manager, Sales Administrator |
|
Activity |
Common |
Appointment Details |
|
Any |
|
Activity |
Common |
Appointment Details |
After Checkout Layout |
Any |
|
Activity |
Common |
Appointment Details |
PD Create After Checkout Layout |
Any |
|
Activity |
Common |
Appointment Details |
|
Any |
|
Activity |
Common |
Appointment Details |
|
Sales Manager, Sales Administrator |
|
Activity |
Common |
Appointment Details |
|
Any |
|
Activity |
Common |
Appointment Details |
DSD After Checkout Layout |
Any |
|
Activity |
Common |
Appointment Details |
Not Serviced Layout |
Any |
|
Activity |
Common |
Appointment Details |
DSD Not Serviced Layout |
Any |
|
Activity |
Common |
Appointment Details |
DSD PD Create Checkout Layout |
Any |
|