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Siebel CRM Siebel Security Guide
Siebel Innovation Pack 2017, Rev. A
E24814-01
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Example of Flexible View Construction

The following example shows how several existing views were constructed, based on the same visibility applet and business component. It suggests how similar view "families" can be constructed in Siebel Tools, but does not give procedures for constructing views. After updating the Siebel repository, you must publish and deliver those updates to the Siebel runtime repository for them to take effect. For more information about required practices when using Siebel Tools, see Configuring Siebel Business Applications.

Figure 9-5 shows the BusComp View Modes list in Siebel Tools for the Account business component. As indicated by the Owner Type field, organization and position view modes are allowed. As indicated in Visibility MVField, accounts can be associated with multiple organizations and multiple positions (for example, sales teams).

Figure 9-5 Account Business Component View Modes

Surrounding text describes Figure 9-5 .

Figure 9-6 shows five views in the Views list in Siebel Tools. The Title field shows the display name for the view. All five views have Account List Applet as their visibility applet. Account List Applet is based on the Account business component.

Figure 9-6 Example Views Based on the Account Business Component

Surrounding text describes Figure 9-6 .

These five example views provide different lists of account data because they have different visibility applet types specified, as shown in Table 9-5.

Table 9-5 Example Account Views and Visibility Applet Types

View Visibility Applet Type Data Access

Account List View (displayed as My Accounts)

Sales Rep

Team access control applies. The visibility applet type is applied to a business component for which multiple positions can be associated.

For this view, access is granted to account data where the user's position is on the account team.

Manager's Account List View (displayed as Team's Accounts)

Manager

Manager access control applies. The visibility applet type is applied to a business component for which multiple positions can be associated.

For this view, access is granted to account data where the user's active position or a subordinate position is the primary position on the account team.

All Account List View (displayed as All Accounts)

Organization

Organization access control applies. The visibility applet type is applied to a business component for which multiple organizations can be associated.

For this view, access is granted to account data where a user's primary organization is one of the organizations with which the account is associated.

All Accounts across My Organizations

Sub-Organization

Suborganization access control applies. The visibility applet type is applied to a business component for which multiple organizations can be associated.

For this view, access is granted to account data where the user's active organization or a descendant organization is the primary organization.

All Accounts across Organizations

All

All access control applies. The Account business component has only position and organization view modes.

For this view, access is granted to all account data for which there is a primary position on the account team or an organization associated with the account.