Configure the Edit Page Layout

The Edit page layout displays when a user edits an object's details in the add-in. You can make simple changes to the Edit page layout, as described in the Overview of Configuring the Add-In topic.

Here's the types of changes you can make to the Tasks page layout:

• To add a field, scroll down and click + Add Field.
• To move a field, click the field that's positioned where you want your field to appear, and select or search for the relevant field in the Select Field dialog box. To re-position the field that you've just removed, click the field that's positioned where you want your field to appear, and select the relevant field.
• In the Account and Contact Edit page layouts, you can remove the actions that are available for addresses, such as editing or deleting an address.
• Add child objects at the end of the page layout by clicking + Add Child.
• You can also assign roles and geographical regions. These enable you to restrict who can view the page layout by their role and their geographical region.
• You can also define a set of conditions that must be met before the page layout is displayed. For example, if you create criteria as follows: Win probability is Greater than 50%, then any opportunities with a win probability greater than 50% will use your layout. You can find more details about how to set these up in the Create Advanced Criteria for Your Outlook Layout topic.

After making updates to your page layout, make sure that you click Save in the configuration tool page, and test and publish your new page layout. See the Test Your Oracle Sales for Outlook Configurations topic for details about how to check your Oracle Sales for Outlook configurations.