1. Configuring Siebel Business Applications
  2. Example of a Dock Object Visibility Rule

Example of a Dock Object Visibility Rule

The example in this topic describes how Siebel Remote compares the overall visibility strength of a set of dock object visibility rules to the strength of each dock object table. Siebel Remote then uses this comparison to determine the records that it downloads to the user.

A dock object visibility rule includes the Visibility Strength property. For most situations, the value for this property can be 0, 100, or any integer between 0 and 100. A visibility strength of 100 indicates full visibility. A visibility strength of 0 indicates no visibility. It is recommended that you use a value of 100 or less. If your configuration requires a higher value, then you can use any value up to 254.

To examine an example of a dock object visibility rule

  1. In Siebel Tools, display the object type named Dock Object and all child objects of the Dock Object.

    For more information, see Displaying Object Types You Use to Configure Siebel CRM.

  2. In the Object Explorer, click Dock Object.

  3. In the Dock Objects list, query the Name property for Opportunity.

  4. In the Object Explorer, expand the Dock Object tree, and then click Dock Object Table.

  5. Note the values in the Visibility Strength property.

    For example, note the following:

    • Visibility strength for the S_NOTE_OPTY table is 100.

    • Visibility strength for the S_OPTY table is 50.

  6. In the Object Explorer, click Dock Object Visibility Rule.

  7. Note the following values for the first record that Siebel Tools displays in the Dock Object Visibility Rules list.

    Property Value

    Sequence

    1

    Visibility Strength

    100

    Comment

    You are on the sales team of the Opportunity

  8. Note the following values for the sixth record that Siebel Tools displays in the Dock Object Visibility Rules list.

    Property Value

    Sequence

    6

    Visibility Strength

    50

    Comment

    Opportunity for an Account you have full visibility on

How Siebel Remote Processes the Rules in This Example

Siebel Remote evaluates each record in the Dock Object Visibility Rules list in ascending order according to the value in the Sequence property:

  • If a dock object visibility rules meets the criteria, then Siebel Remote stops evaluating the rules and uses the value in the Visibility Strength property of the rule that passed as the overall strength for the rule.

  • If none of the dock object visibility rules pass, then Siebel Remote uses zero for the overall strength for the rule.

In this example, Siebel Remote does the following:

  1. Determines the overall visibility strength of the dock object visibility rules. For example:

    • If the user is on the sales team for the opportunity, then Siebel Remote uses the value in the Visibility Strength property of the first record in the Dock Object Visibility Rules list. This value is 100.

    • If the user is not on the sales team for the opportunity, then Siebel Remote evaluates each visibility rule in sequence until a rule meets the criteria. For example, assume visibility rules with 2, 3, 4, and 5 in the Sequence property all fail. Assume the user does possess full visibility to the account for the opportunity, so rule 6 meets the criteria. In this situation, Siebel Remote uses the value in the Visibility Strength property for the rule that contains 6 in the Sequence property. This value is 50.

  2. Compares the visibility strength it gets in the previous step to the Visibility Strength property of the first table that Siebel Tools displays in the Dock Object Tables list, and then does the following:

    • If the visibility strength from the visibility rule is greater than or equal to the visibility strength defined for the table, then Siebel Remote downloads all records from the table to the user.

    • If the visibility strength from the visibility rule is less than the visibility strength defined for the table, then Siebel Remote does not download any records from the table to the user.

  3. Repeats the previous step for each subsequent record that Siebel Tools displays in the Dock Object Tables list.

For example, assume the overall visibility strength from Step 1 is 50. In this situation, Siebel Remote does the following:

  • Does not download any records from the S_NOTE_OPTY table.

  • Downloads all records from the S_OPTY table.

In this situation, the user receives all opportunity records but no notes for any opportunity. If the user is on the sales team of the opportunity, then the user receives all notes for the opportunities.