Types of Dock Object Visibility Rules

The following table describes the values you can enter in the Type property of the dock object visibility rule when you use a limited dock object.

Type Property	Description
Calendar	Examines remote user access to the calendar of the user who owns the record. Applies only to calendar appointment records.
Category	Examines the category that is visible to the user.
Check Dock Object	Examines the relationship to another record that the user receives. For more information, see the section titled Check Doc Object Visibility Rule in this topic.
Employee	Examines the foreign key to the employee record of the remote user, and downloads data depending on the identity of the remote user. To find all candidate rules, Siebel Remote identifies all columns that Siebel CRM uses as foreign keys to the S_USER table, except CREATED_BY and LAST_UPD_BY.
Employee Manager	Examines the foreign key to the employee record of someone who directly reports to the remote user, and downloads data according to the employees who report to the remote user. To find all candidate rules, Siebel Remote identifies all columns that Siebel CRM uses as foreign keys to the S_USER table, except CREATED_BY and LAST_UPD_BY.
Organization	Examines the same business unit where the remote user resides.
Position	Examines the foreign key to the primary Position of the remote user, and downloads data according to the position of the remote user. To find all candidate rules, Siebel Remote identifies all columns that Siebel CRM uses as foreign keys to the S_POSTN table.
Position Manager	Examines the foreign key to the Position of someone who reports directly to the remote user, and then downloads data according to the positions that report to the remote user position. To find all candidate rules, Siebel Remote identifies all columns that Siebel CRM uses as foreign keys to the S_POSTN table.
SQL	Handles special exceptions through custom SQL.

Check Dock Object Visibility Rule

Siebel Remote uses the Check Dock Object visibility rule to download data depending on data from other dock objects. The relationship between data in other dock objects and the current dock object determines the records from the current dock object that Siebel Remote downloads.

The Foreign Key Table Name property of the table columns determines the candidate Check Dock Object rules that the Docking Wizard can find. For each foreign key, the following Check Dock Object rules exist regardless of where the foreign key column resides:

• Rules that use the dock object as the destination dock object. To determine these rules, Siebel Remote uses the foreign keys on the primary table of one of the following objects:

  • The current dock object. To find this kind of rule, Siebel Remote uses an algorithm that finds all foreign key columns except columns that reference the S_USER table or the S_POSTN table. It finds these columns in the table of the current dock object. For these foreign key columns, the algorithm finds the foreign key table that these foreign key columns reference. The dock object of the foreign key table becomes the object for the Check Dock Object of the newly created Check Dock Object rule in the current dock object.

  • Other dock objects. To find this kind of rule, Siebel Remote uses an algorithm that finds all foreign key columns that reference the primary table of the current dock object, on any table that is part of a limited dock object. The algorithm adds the appropriate Check Dock Object visibility rules to these limited dock objects, with the current dock object being the object for the Check Dock Object.

• Rules that use this dock object as the Check Dock Object rules. To determine these rules, Siebel Remote uses the foreign keys on the primary table of one of the following objects:

  • The current dock object

  • Other dock objects

  The algorithm for these types of rules is similar to the algorithm for rules that use this dock object as the destination dock object. The main difference involves switching the source table or column and target table or column.