Configure the Summary Page Layout

The Summary page layout displays an object's details.

Six sections make up the Summary layout:

• A section that shows the object's contact information and top-level information of your choice
• Up to four information sections
• The child and related objects section

You can make simple changes to the Summary page layout, as described in the Overview of Configuring the Add-In topic.

To make more extensive changes to the Summary page layout, consider these points:

Note: If you add this type of field to the Info 1 Column or Info 2 Column sections, then both the field label and URL value is shown. When users click the URL, the web link opens in a new browser window.

The Top Section

Here are the points to note about configuring the top section:

• You can change the fields, remove fields, and move fields using the steps in the Overview of Configuring the Add-In topic.
• You can't move the top section, because this section is designed to contain the top-level information for the object.
• You can hide the Open in CX button from the summary view if you don't want users to open sales records from here.

The Information Sections

Here some points to note about the Information sections:

• The Information sections (you can have up to four) are called:
  • Information
  • Address
  • Info 1 Column
  • Info 2 Column.
• You can reorder any of the sections by using the up and down arrows.
• You can add fields by clicking the + Add Field button on each section. There's no limit as to the number of fields you can add.
• The Information section only displays email, phone, and address icons and not field labels, so you should only select email, phone, and address fields that can have an icon and that don't require a field label.
• In the Address section of Accounts and Contacts Summary page layouts, you can remove the actions that are available for addresses, such as editing or deleting an address.
• The Info 1 Column has a one-column layout and displays only one field across the page.
• The Info 2 Column has a two-column layout, so two columns are displayed side-by-side across the page.

The Child and Related Object Sections

The section for adding child and related objects is located at the bottom of the Summary page layout.

• This section can't be moved, but you can add as many child and related objects as you want by clicking + Add Child or Related.
• When you add a child or related object, you can choose from five different templates, which you can then configure in the child objects' List page layout. See the Configure the Child Objects Page Layout topic for more information.

Other Configuration Options for Summary Pages

Other configuration options for Summary pages include:

• Add or hide actions on the Summary page, such as whether a user can create a task, add a note, or edit the object. Click the more icon (three horizontal dots) on the page for the list of available actions. Click + to add an action or click an action's X icon to hide the action.

  You can also hide or add actions for child objects by clicking the child object and following the same steps. See How can I add actions to a layout? topic for more details.

• Assign roles and geographical regions to Summary page layouts. You can restrict who can view the page layout by role or 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 this criteria: 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 Create Advanced Criteria for Your Outlook Layout.

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.