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Related Object Layout (Doc ID 2650047.1)

Last updated on MARCH 17, 2021

Applies to:

Oracle CRM On Demand - Version 031CS to 031CS [Release 31]
Information in this document applies to any platform.

Goal

Can we have multiple layouts for a child object in CRMoD.
Eg: Notes is a child object being used for Leads as well as Opportunities.
I want to see a different layout for Notes when I access it via the Leads and Opportunities object where Notes is a child object.

I am looking for a different layout when the user clicks on the New button of Notes in the respective object detail pages.
 

Solution

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In this Document
Goal
Solution
 (Here the Notes object is the rename of CO7)
 Steps to Reproduce
For CO3 object if go to Admin->Application Customization->select CustomObject 7 you will see in the section Page Layout Management the link "Custom Object 07 New Record Layout" where you can define different layouts for the New page detail.
 
The issue is that these layouts can be assigned further to different roles in the Step 9 New Record Layout Assignment of the role wizard.Therefore the New Record Layout for any object can only be assigned to roles and can not be defined per parent object as customer requested.
 This functionality is not present and it is a good candidate to an Enhancement Request.
 The enhancement request has been Approved for Future Release. Please monitor the Release Notes of CRM OnDemand of next releses for the availability of this enhancement.
 
References


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