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Creating and Managing Action Bar Layouts

The Action bar can contain a number of sections, such as Message Center, Search, Communication Tools, and Recently Viewed. You can create custom layouts for the Action bar and assign them to specific roles in Oracle CRM On Demand.

Making the Action Bar Unavailable to Users

By default, the Action bar appears on the left side of all Oracle CRM On Demand pages. Users can hide or show the Action bar as required. For more information, see Showing or Hiding the Action Bar.

If you want the Action bar to be unavailable to a certain user role, then set up an action bar layout that is empty (that is, no sections are displayed or available in the layout), and assign that layout to the user role. The Action bar is then permanently hidden from the users who have that user role.

The following procedure describes how to add an action bar layout.

To add a new action bar layout

1. In the upper-right corner of any page, click the Admin global link.
2. In the Application Customization section, click Application Customization.
3. In the Application Setup section, select Action Bar Layout.
4. In Action Bar Layout, click New Layout.
5. In the Layout Name field, enter a name for the new action bar layout.
6. In the Description field, enter a name for the new action bar layout, and click Next.
7. Choose the fields to display in the action bar layout by moving fields from the Available Sections to the Displayed Section using the left and right arrows. Use the up and down arrows to change the order of the selected fields.
8. Click Finish.
9. (Optional) Click the Edit button to edit any of the values you entered in steps 4 to 7.

Alternatively you can copy the existing default action bar layout provided in Oracle CRM On Demand and change the description and configuration to your requirements.

To copy an action bar layout

1. In the upper-right corner of any page, click the Admin global link.
2. In the Application Customization section, click Application Customization.
3. In the Application Setup section, select Action Bar Layout.
4. Click the Copy link to the left of Action Bar Layout.
5. In the Layout Name field, enter a name for the new action bar layout.
6. In the Description field, enter a name for the new action bar layout, and click Next.
7. Choose the fields to display in the action bar layout by moving fields from the Available Sections to the Displayed Section, using the left and right arrows. Use the up and down arrows to change the order of the selected fields.
8. Click Finish.

NOTE: To copy other action bar layouts, click the down arrow to the left of the action bar name to display the copy function.