Restricting How Siebel CRM Displays Private Activities for Primaries

The Private Activity Search Spec user property includes a search specification that restricts the activities that Siebel CRM displays to activities that include one of the following:

  • The Private flag is not set.

  • The user who is currently logged in is the primary owner.

You can define other restrictions, as necessary.

The value for this user property must include a valid search specification. For example:

[Private] = 'N' OR [Private] IS NULL OR [Primary Owner Id] = LoginId ()

This value supports typical search specification functionality, such as the following:

IIf(condition, search spec 1, search spec 2)

You can configure Siebel CRM to modify the value for this user property, create a new instance of it, or deactivate it.

For more information, see How This Book Describes the User Property Format.