Bookshelf v7.5: Visibility Strength

Configuration Guidelines > Visibility > Docking Visibility and Dock Objects >

Visibility Strength

The final part of determining the docking of records is understanding the visibility strength property of objects. Visibility strength is a value with a range of 0-100 and it is used in two places:

Comparison Against Dock Object Tables. If a docking rule evaluates to true, then the strength is compared with that of the related Dock Object Tables. If the strength of the rule is greater or equal to that of the related tables, then the user gets the associated records in those tables. To clarify this, consider a scenario where you are a mobile user and have received two opportunity records but you have only received the related notes for the first.

In the first scenario, you received the opportunity because you are on the sales team. This would give you a strength of 100 (also referred to as full visibility). Checking the Dock Object Tables reveals that you need a strength of 100 to receive the related notes, which in this case is true.

In the second scenario, you are not on the sales team. You received the opportunity because you have visibility to the related account. This time, you receive the opportunity record, but with a lower strength of 50 (also referred to as partial visibility). However, because you need a strength of 100 to receive the notes, for this record, they are not routed to you.

Comparison For Type C Rules. If the object being checked is retrieved with a Visibility Strength that is greater than or equal to the Check Dock Object Strength, the rule evaluates to true. Consider a scenario where you are a mobile user and have received two opportunity records but you only received the related activities for the first opportunity.

In the first scenario, you received the opportunity because you are on the sales team. This would give you a visibility strength of 100 for the opportunity. Checking the Activity Dock Object reveals that you need a visibility strength of 100 to receive any related activities. In this case, the Check Dock Object rule evaluates to true and you receive the activities.

In the second scenario, you are not on the sales team. You received the opportunity because you have visibility to an asset that is related to the opportunity. This time, you receive the opportunity records but with a lower visibility strength of 75. The Check Dock Object on Activity evaluates to false and, based on the opportunity record you received, you do not get the activities.