Setting Up the Summary Page for Leads and Opportunities

Message Set Number

Enter the message set number for the PeopleSoft application. In most cases, you use 17833 (Sales Force Automation).

Message Number

Enter the message number, which determines the section heading.

Title Text

Displays the text that appears on the summary page. This text is based on the message number that you select.

Include in Top Summary Box

Select to include this section in the summary box at the top of the summary page.

Populate With level 0 data

Select to indicate that the data that is displayed in the section comes from level 0, as opposed to a scroll of information. For example, on the Lead - Summary page, level 0 information is from the highest level RSF_LEAD record. Only the top summary box can contain level 0 information.

If this check box is not selected, lower level information from the record appears. For the RSF_LEAD record, this might be the list of contacts or products for the lead.

Seq Nbr (sequence number)

Enter a sequence number for the section.

Occurs

Enter the number of rows to include in the section. For example, if the section contains a list of contacts, enter the number of contacts to show.

Click to reorder the sections based on changes that you made to the Seq Nbr field.

Base Record

Select the record that is the source of the data.

Page Name

Select the subpage, or page region, that is used to view and maintain the records that appear in the summary scroll area.

Parent Page

Select the parent of the subpage that you use to maintain and view the data. The system transfers to the parent page when the user clicks a link on the summary page.

Record Name

To include a link in the section, enter the record containing the target field for the link.

Field Name

To include a link in the section, enter the target field for the link.

Section ID

Select a display template section ID for the corresponding summary section (for example, choose COMPETITION section ID for the Competition summary section), which is used by the system to hide the section on the Summary page if its matching detail section is no longer displayed on any other pages of the component (as configured using a display template).

When a section ID is specified here, the system checks to see if the corresponding section is visible on any page of the said component. If the section is configured to be displayed on a page of the component, its summary section is also visible. But if an administrator disables the section from being displayed on any pages of the component, then its summary section will be removed from the Summary page accordingly.

If a section ID is not specified, no checking is performed and the summary section always appears. An example is the display of the Tasks, Notes, and Call Reports sections on the Summary page for both leads and opportunities. Because the Tasks, Notes, and Call Reports pages do not contain any sections in the core display templates, they cannot be referenced on the summary page setup using section IDs. Therefore, these sections are always displayed on the Summary page even if their corresponding pages are actually hidden from the component through display templates.

As delivered, this functionality is only supported on the CORE display templates for leads and opportunities in which the Summary page is configured to be shown. The summary page setup for the Lead component has these sections mapped to corresponding section IDs: Contacts, Competition, and Products. As for the Opportunity component, each of these sections is mapped to a section ID: Contacts, Team, Products, Competition and Quotes.

Message Set Number

Enter the message set number for the PeopleSoft application. In most cases, you use 17833 (Sales Force Automation).

Message Number

Enter the message number, which determines the text that the system displays in the section.

Summary Text

The system displays the variables and text that appear in the section. The variables are designated by the percent sign followed by a number; for example, %1. The variables correspond to the numbers in the Summary Text Bind Fields section.

Explain Text

The system displays an explanation of the text that appears in the section.

Seq (sequence)

Enter the sequence number. This number is associated with the variable number in the Summary Text field.

Type

Select Record (default) to enter record information and Term to enter term information.

If you select Record, then the Record Name, Field Name, Label, and Formatted fields are enterable. If you select Term, then you must click the Lookup Term button to select a Term Name and enter a value in the Message Nbr (Message Number) field.

Record/Term Name

Select the record or term that contains the field that the system displays.

If you select the Record type, then you select the system name of the record from the available choices.

If you select the Term type, then you click the Select Term button to select a term from the lookup page for use in the summary text.

Field Name

Select the field that the system displays. This field appears only if you select the Record type.

Label

Select the source of the field that appears on the summary page. This field appears only if you select the Record type. Values are:

• (blank)

  This is the default. Select it to display the field value as stored in the database on the component summary page.

• Short XLAT

• Long XLAT

For example, a lead type that is represented as QU (Qualified) in the database might have a Short XLAT (short translate) value of Qualified and a Long XLAT (long translate) value of Qualified Lead.

Format Display

Select to display the formatted display-value of the field. For example, for a currency field, you might have the system display $1,000.00 instead of the value 1000. This field appears only if you select the Record type.

Term Name

Displays the name of the term that you select.

Click to access an untitled page where you can select an AAF (Active Analytics Framework) term that the system displays.