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Preventing Users from Deleting Records According to Conditions

This topic describes how to configure Siebel CRM Desktop to prevent the user from deleting records in the client according to a condition. For example, not allowing the user to delete an opportunity if the Status is Pending. The delete button in the client is a native IBM Notes button that you cannot disable. Instead, you can modify the code that runs if the user clicks Delete.

The example in this topic prevents the user from deleting any Opportunity that includes a Status of Pending. You can configure Siebel CRM Desktop to handle all Siebel CRM objects in the same way. This configuration applies to contacts, accounts, opportunities, and any other custom Siebel CRM object, such as service requests or call reports.

To prevent users from deleting opportunities according to conditions

1. Open IBM Domino Designer, and then open the SBL.SecurityRules script library.

   For more information, see Opening IBM Domino Designer.

2. Locate the DeleteAccess function in the OpportunitySecurityRule class.
3. Add the following code to the end of the DeleteAccess function:

   If docEx.Property("Status") = "Pending" Then DeleteAccess = False