About the Logic for Product Group Visibility

Product group visibility can be set for an object in either of two modes, Confidential or Suppress. A user property set at the applet level determines the mode for an applet.

The logic for Confidential mode objects is based on the value of the Public Flag field at the record level:

• If this flag is checked, then the record is public.

• When a new record is created, the default value is set according to the following rules:

  • If Confidential Flag of the product group of the creator is checked, then Public Flag of the new record is False.

  • If Confidential Flag of the product group is unchecked, then Public Flag of the new record is True.

For Suppress mode objects, a record is considered public if the creator’s product group has its Suppress Flag unchecked. Otherwise the record is considered nonpublic.

For each object, views with product group visibility are available. At the time of implementation, if customers want product group visibility for these objects, then they can enable or disable views based on view licensing and setting appropriate responsibilities to different users appropriately. Views that are preconfigured with product group visibility are described in the following table.

View	Object	Description
FINS CI Opportunity View	Opportunity	Navigate to the Opportunity List, and then My Product Group’s Opportunities view. New Applets: FINS CI Opportunity List Applet FINS CI Opportunity Form Applet These applets are based on the FINS CI Opportunity business component. This view is read-only.
FINS CI Opportunity Note View	Opportunity Note	Navigate to the Opportunity, Notes, and then the Public Notes view. Two views have the same caption. Make sure that the view is the correct one through Help, and then the About View. New Applet: FINS CI Opportunity Note Applet
FINS CI Activity View	Activity	Navigate to the Activity List, and then the My Product Group’s Activities view. New Applets: FINS CI Activity List Applet FINS CI Activity Form Applet These applets are based on the FINS CI Action business component. This view is read-only.
FINS CI Call Report View	Call Report	Navigate to the Call Report List, and then My Product Group’s Call Reports view. New Applets: FINS CI Call Report List Applet FINS CI Call Report Entry Applet These applets are based on the FINS CI Call Report business component. This view is read-only.
FINS CI Contact List View	Contact	Navigate to the Contacts List, and then My Product Group’s Contacts view. New Applets: FINS CI Contact List Applet FINS CI Contact Form Applet These applets are based on the FINS CI Contact business component. Detail views: Contact Team. This View is read-only.
FINS CI Contact Coverage Team View	Contact Team	Navigate to the Contact, and then the Coverage Team view. Two views have the same caption. Make sure that the view is the correct one through Help, and then the About View. New Applet: FINS CI Contact Team List Applet This a detail view from Account and is Suppress mode.
FINS CI Account Coverage Team View	Account Team	Navigate to the Account, Coverage Team, Coverage Team view, and then the Coverage Team. New Applet: FINS CI Account Team List Applet This is a detail view from Contact and is Suppress mode.