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Applying Record Types and Page Layout Assignments for OM Fall '19 and Later
When you install Industries Order Management, you must apply record types and page layout assignments. Doing so configures or restores Order Management record type visibility and page layouts.
In Vlocity Insurance, some objects and page layouts have different names:
Manual Queues = Work Queue (Manual)
Orchestration Dependencies = Work Dependencies
Orchestration Dependency Definitions = Work Dependency Templates
Orchestration Items = Work
Orchestration Item Definitions = Work Templates
Orchestration Plan Definitions = Workstream Templates
Orchestration Plans = Work Projects
Orchestration Queues = Work Queue (System)
Orchestration Scenarios = Work Scenarios
Orchestration Scheduler Implementations = Work Scheduler
System Interface = Work System Interface
To apply record types and page layout assignments:
- Go to the Vlocity XOM Administration tab.
- Next to Apply Record Types and Page Layout Assignments, click Open. The Apply Record Types and Page Layout Assignments page opens, showing a list of profiles.
- In Spring '22, for each profile that a fulfillment designer uses, click the profile name to open a list of objects. Select every object that you want to apply up-to-date layouts for (or select Select All). If you have a layout set up the way you want, then you can leave an object unselected.
In orgs before Spring '22, the process is a little different. Select XOM Admin in any profile used by Fulfillment designers
NoteThe difference between the System Administrator profile and the base profile is the range of objects to which the layouts are applied. Users assigned to the Admin profile have full access to Vlocity Order Management functionality. They can design and manage fulfillment processes, including order decomposition and orchestration.
- Click Update.
