| Siebel CRM Advisor Administration Guide Siebel Innovation Pack 2015 E24718-01 |
|
 Previous |
 Next |
View PDF |
| Siebel CRM Advisor Administration Guide Siebel Innovation Pack 2015 E24718-01 |
|
Previous |
Next |
View PDF |
When a user navigates to Administration - Product, then Advisor Pagesets, the Advisor pagesets list appears. You can control which pagesets display in this list by doing one of the following:
By choosing ”In-Development” in the Display Category column when defining the pageset record. This prevents the pageset from displaying in the Advisor List for all users. Use this method for pagesets or projects that are actively being developed or modified.
By writing personalization rules that refer to the Display Name, Display Category, or Display Description. Write the personalization rules against the ISSCDA Personalized Contents List View and the ISSCDA Personalized Contents List Applet. For more information on defining personalization rules, see Siebel Personalization Administration Guide. Use this method to restrict visibility of pagesets based on user type.
By leaving the Display Name blank when defining the pageset record. This prevents the pageset from displaying in the Advisor List for all users. Use this method for projects that contain pagesets that you do not want users to see.
When you import or migrate projects from previous versions of the Siebel product, In-Development is assigned as the value for Display Category, Display Name, and Display Description.
