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DynHierarchy User Properties


This group of user properties is used exclusively with Global Accounts. Global accounts are hierarchies of accounts. These properties define relationships that control visibility in various Global Accounts views in the Accounts screen.

For information about creating account hierarchies, see Applications Administration Guide.

DynHierarchy Hierarchy Id Field

This user property specifies the field on the current business component that defines a join to account hierarchies. This relationship determines which records of the business component are visible in the flat list associated with a particular account hierarchy in Global Accounts views.

Value

The value for this user property is the name of a field on the current business component, not enclosed in quotes.

For example, the value of this user property on the Global Account Action business component is Dynamic Hierarchy Id. The content of the Dynamic Hierarchy Id field on the Global Account Action business component is the Id of a record on the table that defines account hierarchies. Thus, a Global Account Action record is associated with the account hierarchy to which the activity's direct account belongs. The record appears in the flat list of activities for its parent account and for any ancestor account in the hierarchy.

Usage

Default values for this user property are provided for the business components that underlie subaccounts, contacts, actvities, opportunities, and sales teams in Global Account views.

This user property can be inactivated if you are not implementing global accounts. You can modify values for this user property, but do so only if you are well-justified. You cannot create new instances of this user property.

Parent Object Type

Business Component

Functional Area

Global account-associated subaccounts, activities, contacts, opportunities, and account teams

DynHierarchy Visibility Organization Id Field

This user property specifies the field on the current business component that defines the join between accounts and their organizations. This relationship determines which records are visible in the flat list of the business component in Global Accounts views for All Global Accounts visibility and All Global Accounts Across Organizations visibility.

Value

The value for this user property is the name of a field on the business component, not enclosed in quotes.

For example, the value of this user property on the Global Account Contact business component is DynHierarchy Visibility Organization Id. The default value of the DynHierarchy Visibility Organization Id field is the alias for the join of accounts to organizations. Thus, a Global Account Contact record is associated with the organization to which its account is associated.

When visibility is set to All Global Accounts, hierarchies display only accounts that have the same organization as the user's current position. Only the contact records in accounts in that same organization appear in the flat list of contacts for a hierarchy.

Usage

Default values for this user property are provided for the business components that underlie subaccounts, contacts, actvities, opportunities, and sales teams in Global Account views.

This user property can be inactivated if you are not implementing global accounts. You can modify values for this user property, but do so only if you are well-justified. You cannot create new instances of this user property.

Parent Object Type

Business Component

Functional Area

Global account-associated subaccounts, activities, contacts, opportunities, and account teams

DynHierarchy Visibility Position Id Field

This user property specifies the field on the current business component that specifies the join to positions. This relationship defines which records are visible in the flat list of the business component in Global Accounts views for My Global Accounts visibility.

Value

The value for this user property is the name of a field on the business component, not enclosed in quotes.

For example, the value of this user property on the Global Account Opportunity business component is DynHierarchy Visibility Position Id. The default value of the DynHierarchy Visibility Position Id field is the alias for the join of positions, or team members, to accounts. Thus, a Global Account Opportunity record is associated with the team members on its account. When visibility is set to My Global Accounts, hierarchies display only those accounts for which the position of the user is on the account team. Only the opportunity records in accounts for which the current user is on the team appear in the flat list of opportunities for a hierarchy.

Usage

Default values for this user property are provided for the business components that underlie subaccounts, contacts, actvities, opportunities, and sales teams in Global Account views.

This user property can be inactivated if you are not implementing global accounts. You can modify values for this user property, but do so only if you are well-justified. You cannot create new instances of this user property.

Parent Object Type

Business Component

Functional Area

Global account-associated subaccounts, activities, contacts, opportunities, and account teams

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