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Configuring Visibility of Child Objects in Views

Siebel applications use a number of visibility types to determine what data will be shown on each view.

For example, the My Opportunities view uses Sales Rep visibility; it shows the opportunities for which the user is on the Sales Team. If you have access to that Opportunity, you will also be able to see its child objects; for example, you will be able to see Activities, Contacts, and Quotes that are associated with that Opportunity.

Sometimes it is important to be able to limit the visibility to the child objects. For example, if you are sharing Opportunities with your partners, you might want to show them any Activities, Contacts and Quotes that they have added for that Opportunity, but not ones that you have added.

In order to meet this business requirement, Siebel applications have added two capabilities.

A visibility type can be applied to an applet as a property of the View Web Template Item, which is where applets are associated with views. The auto-all property can not be applied to the web template item. For parent-child views such as Opportunity/Contacts, placing visibility on the Contacts applet on the View Web Template Item object will change the visibility on the Contacts applet when it is used in this view. Using this method, you can apply visibility to the applet in the context of a specific view, but reuse the applet with no or other visibility applied in another view.

Alternatively, visibility can be set on the link object, and it will be applied in addition to the visibility set at the view level. For parent-child views (such as Opportunity/Contacts) a visibility type can be set as a property on the Link object that links the Opportunity and Contact business components for this view. In addition, the Auto All property can be set on the Link object to override the visibility type set on the Link. For example, if the Visibility on the link is Sales Rep, but Auto All is true, administrative users will still see all records in the database. Note that once visibility is applied to the link it will be applied wherever the link is used throughout the application.


 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003