Restricting Access to Records in a View

The Read Only View field of the Responsibilities list in the Administration - Application screen allows you to restrict access to records in a view according to responsibility. If Read Only View contains a check mark, then Siebel CRM does the following:

  • Disables New and Delete buttons in the view. Only the Query button remains active. Siebel CRM does not disable other buttons that it might display in the applet, such as New Contact Call or other custom buttons.

  • For a Siebel Web Client or Siebel Developer Web Client connected to the server database, it makes the view read only.

  • For a Siebel Mobile Web Client connected to the local database, it makes the view not read only.

For more information, see Article ID 484433.1 on My Oracle Support.

To restrict access to records in a view

  1. Navigate to the Administration - Application screen, and then the Views list.

  2. In the Views list, locate the view where you must limit access.

  3. In the Responsibilities list, locate the responsibility where you must limit access.

  4. In the Responsibilities list, make sure the Read Only View field contains a check mark.