Bookshelf v7.5: Configuring Visibility at the View Level

Configuration Guidelines > Visibility > Record Access Visibility >

Configuring Visibility at the View Level

There are eight visibility types you can configure at the view level:

Personal. Provides access to records owned by the user. Position or Owner Id is that of the current user.

Sales Rep. Provides access to records for which the user is part of the team. This may be a sales team, contact access list, account team, or other type of team. The term Sales Rep may be deceiving because it may not be a sales-related team.

Manager. Provides access to records for which the user or a subordinate is the primary. Primary position or Owner Id is that of the manager or subordinate.

Organization. Provides access to records within the user's organization—for example, the organization of the record matches that of the position of the user. Records must have a valid primary position or they are not displayed.

Sub-Organization. Provides access to data in two situations. In the first situation, if the business component on which the view is based uses single organization access control, the user sees data associated directly with the user's active organization or with a descendent organization. In the second situation, if the business component on which the view is based uses multiple organization access control, then the user sees data for which the user's active organization or a descendent organization is the primary organization.

All. Provides access to all data except for records that do not have a valid owner.

Group. Provides access to categories of master data that are associated with any of the access groups with which the user is associated, such as household, user list, or organization. In a view where you navigate using a tree applet, the user sees accessible first-level subcategories (child categories) in the current category. In a view that provides a list of master data records, the user sees all the records in the current, already accessed, category. To use this visibility applet type, the business component must have a view mode with an Owner Type of Group.

Catalog. Provides access to a flat (uncategorized) list of all the data in all the categories across catalogs to which all of the user's access groups have access. Typically, this visibility type is used in product picklists and other lists of products. To use this visibility applet type, the business component must have a view mode with an Owner Type of Catalog category.

Admin Mode. This is a separate visibility mode to provide a way to see all records, including ones without a valid owner or primary sales team member. This allows the administrator to fix records that would not otherwise be visible to anyone.

NOTE: Because you use the Admin Mode Flag property to set the Admin Mode for a view, it is not really a view visibility setting.