Create a Specific Layout

In the Oracle add-in, there are standard pages for capturing details like user accounts and appointments. However, your business might want to capture more details for accounts or appointments that aren't available in the standard pages.

In this case, you can create your own layouts for these pages. The layouts can be in any of the following page view formats: Related List, Summary, Edit, Picker, or Global Search. In your own layouts, you can add the fields of your choice and also decide user access at the form level or even at a field level.

Here are the basic configuration steps that enable you to make simple changes to a layout:

Sign in a sales administrator or as a setup user.
Ensure that you're working in an active sandbox.
Go to Navigator > Configuration > Application Composer.
In the Common Setup menu, or on the Overview page, go to Productivity Application Setup and then select Oracle Sales for Outlook.
Select the feature you want to create a new layout for. For example, click the Accounts feature.
In the Accounts View pane, select the type of page view. For example, click the Summary view.
In the Layouts pane, click the Click to Clone icon for the standard layout, and enter a layout name that reflects the purpose of the layout. Here's a sample screenshot:
Change the fields that appear by clicking the relevant field and selecting a new field from the Select Field pop-up page.
To move a field, click the field that's positioned where you want your field to appear, and then select or search for the relevant field in the Select Field pop-up page.
To re-position the field that you've just removed, click the field that's positioned where you want your field to appear, and then select the relevant field.
Select the Active icon to make your layout active.
After you've created the layout, you can configure the fields that are available, assign roles, and add criteria to the layout.
Click Save in the Oracle Sales for Outlook page.
Test your new page layouts and then publish the sandbox according to your company's practices.

To make more extensive changes to a page layout, you'll need to familiarize yourself with the additional capabilities of the different types of page layouts. See the related topics in this section for more details.