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About the Logic for Product Group Visibility

Product group visibility can be set for an object in either of two modes, Confidential or Suppress. A user property set at the applet level determines the mode for an applet.

The logic for Confidential mode objects is based on the value of the Public Flag field at the record level:

• If this flag is checked, then the record is public.
• When a new record is created, the default value is set according to the following rules:
  • If Confidential Flag of the product group of the creator is checked, then Public Flag of the new record is False.
  • If Confidential Flag of the product group is unchecked, then Public Flag of the new record is True.

For Suppress mode objects, a record is considered public if the creator's product group has its Suppress Flag unchecked. Otherwise the record is considered nonpublic.

For each object, views with product group visibility are available. At the time of implementation, if customers want product group visibility for these objects, then they can enable or disable views based on view licensing and setting appropriate responsibilities to different users appropriately. Table 40 shows the list of views that are preconfigured with product group visibility.

Read-Only and Editable Views

The main list views in the views shown in Table 40 are read-only while others are editable. This is because the applets of these views are based on intersection tables between Product Group and the corresponding object for performance purposes (for example, FINS Product Group's Opportunities view is based on the business component, FINS CI Opportunity, which is sitting on table S_OPTY_PGROUP).

The new intersection table-based business components are FINS CI Opportunity, FINS CI Call Report, FINS CI Action and FINS CI Contact. The applets of these views have user property FINS PGV UseBaseTable set to N.

These read-only views show only records that have the current user's Product Group associated. Sharing between Product Groups doesn't work on these views. Also, public records are not shown unless they have the current user's Product Group associated with them.

Viewing a List of Primary Product Group Members

You can view a list of primary product group members.

To view a list of primary product group members

1. On the Account screen, click Coverage Team View, and then the Primary Product Group Members View.

Related Classes, Methods, and Business Services

For an applet that requires product group visibility, use the class CSSSWEFAFrameListPGVisibility, or CSSSWEFAFramePGVisibility for Form applets. This class, during the initialization of the applet, uses GetPGVisibilitySearchspec to get a searchspec string using the business service FINS Product Group Visibility Service. SetNamedSearch sets the searchspec in the business component of the applet. When Execute is invoked later, the records are filtered according to the visibility rules.

Here are two examples of the searchspec returned by the business service for Opportunities:

• (i) ( [FINS Product Group Id] = '88-263F5' OR [FINS Product Public Flag] = 'Y' )

  This is created when applet user property "FINS PGV UseBaseTable" set to N.

• (ii) ( EXISTS ([FINS Product Group Id] = '88-263F5') OR EXISTS ([FINS Product Group Id] = '88-263F7') OR [FINS Product Public Flag] = 'Y' )

  This is created by applet with user property "FINS PGV UseBaseTable" is set to Y.

Business Service

The business service FINS Product Group Visibility Service plays an important role in implementing the PGV functionality by generating the searchspec.

BS Name: FINS Product Group Visibility Service

Business Service Methods

The Business Service method getting the searchspec is as follows:

Method Name: getPGVisibilitySearchSpec

Output: The searchspec string as value of the output propset.

Input Properties:

(key: "FINS PGV Confidential Flag" value: Y or N)

(key: "FINS PGV Suppress Flag" value: N or Y)

(key: "FINS PGV UseBaseTable" value: Y or N)

(key: "FINS PGV UseMyPGRecordsOnly" value: Y or N)

Another method of the Business Service is as follows:

Method Name: getCurrentUserPublicFlag

Output: Public Flag value (Y / N) in output property "FINS Product Group Visibility Public Flag"

Input Properties: Nil

Customization and Extensibility Options

Apart from the preconfigured applets and views having product group visibility, customers can create new applets and views with product group visibility with either the Confidential mode or the Suppress mode.