Example of Visibility in a Drilldown Between Different Business Objects

The following example illustrates how the visibility rules, previously described, apply when a user drills down from the Opportunity business object to the Quote business object. In the Opportunity Quote View, a user drills down on the Name field of an entry in the Opportunity Quote List Applet to the Quote Detail View. In the screen (Quotes Screen) of Quote Detail View, the visibility type of all views accessible by the user are checked. Visibility is applied in the following order:

• If an accessible view has visibility equal to All, then this visibility applies after the user drills down to Quote Detail View.

• If an accessible view has visibility equal to Organization, then this visibility applies after the user drills down to Quote Detail View.

• If the user’s position equals Manager and an accessible view has visibility equal to Manager, then Manager visibility applies after the user drills down to Quote Detail View.

• If an accessible view has visibility equal to Sales Rep or Personal, then this visibility applies after the user drills down to Quote Detail View.

An error message appears if the user does not have the appropriate visibility to view the record in the Quote Detail view.