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Siebel Customer Relationship Management Siebel Fundamentals for Siebel Open UI
Siebel Innovation Pack 2014
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About Views and Subviews

Views exist within screens and can contain lists, forms, charts, explorer views, subviews and so on.

After selecting the screen, you must determine the set of records you want to view in the selected screen. In some cases, a screen home page appears. In other cases, a default set of records appears in a list. In these other cases, you can use the visibility filter to access a different set of records.

You use third level view bar after you drill down on a field in the record you want to view or change. The third level view bar allows you to select a subview that show detailed presentations of data related to the selected record. In some cases, subviews provide access to additional information about a record.

This topic contains the following information:

Related Topics  

About Using the Visibility Filter in Lists

The visibility filter, which appears in list headers, lets you access a set of records by filter values, such as My Accounts, My Team's Accounts, and so on.

For example, you want to query for information about an account. However, you do not own the account. The default filter value for the Accounts screen is My Accounts, which displays only your account records. To see every account record that you can access, use the visibility filter to choose the All Accounts filter value. You can then see the account records that you can access.

Table 3-3 describes each filter value in the visibility filter. In this table, the Accounts screen is used as an example, but these filters can appear in any screen. Because of your responsibilities, you might not see some filters in this table.


My views show your login name in the Team field if the field appears in the view. All views show the login name of the primary team member in the Team field if the field appears in the view.

Table 3-3 Visibility Filter Values

Filter Description

My Accounts

Shows items that are specific to you. You are the only user who can see these items, unless you are a member of a team that can access them.

My Team's Accounts

Allows a manager to look at the items belonging to that manager's team. For example, a manager can select the My Team's Accounts visibility filter and view the accounts that each team member is currently working on. You cannot add a new record to My Team's Account view unless users report to you.

All Accounts

Allows you to view all accounts that you are permitted to access.

All Accounts Across Organizations

Allows a user with the appropriate responsibilities to view all of the accounts in all of the companies. This view is for companies that have partnerships with other companies.

About the Third Level View Bar

The third level view bar appears in the bottom part of the application window after you drill down on a field in a record. Clicking on the third level view bar reveals a list of available third level views. Click a third level view to display the data for the drilldown record. For example, if you are viewing a contact in the Contacts screen, then clicking the Activities third level view displays the activities associated with the contact. The third level view bar looks similar to the second level view bar, except its placement is further down the screen.

An active third level view tab appears in a different color than the color for the other view tabs. If the view you want to use is not visible, then use the scroll down arrow on the right side of the list to display and select that third level view.

You can specify the third level views that appear in the Siebel application. For more information, see "Showing, Hiding, and Reordering Screens or Views".

About Subviews

Subviews appear directly below the displayed information for a selected third level view. A subview provides more details about the selected record in the view. Not all third level views have subviews. If a view has a subview, then the subview appears automatically.