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Search Layout Template (Doc ID 1800060.1)

Last updated on JANUARY 22, 2020

Applies to:

Oracle CRM On Demand - Version 031CS and later
Information in this document applies to any platform.

Purpose

Use this template to plan which fields will display in the Search box on your action bar (targeted search fields), and which fields will show in the Lookup Window and Search Results list (search results layout).

You can customize your search layouts for each record type in Oracle CRM On Demand. You may choose to create one standard layout that you use for many roles, or you may choose to create a different search layout for each role. These layouts can be assigned to user roles using the Role Management Wizard.

The sheets in this workbook represent the most common search layouts. Keep in mind that you may choose to create custom homepage layouts for other record types. To do so, simply add additional sheets to this template.

Details

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In this Document
Purpose
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