Guidelines for Naming a View

If you name a view, then use the following guidelines:

  • Use a prefix that identifies your company. For example, name a new view for ABC Incorporated as ABC Opportunity Detail - Tasks View.

  • Make the view name meaningful. Avoid adding a number suffix to a predefined name, such as Opportunity List View 2.

  • If the view differs because it is read-only, then indicate that it is read-only. For example, ABC Opportunity List View - Read Only.

  • Capitalize the first letter of each word. For example, Opportunity List View rather than opportunity list view.

  • Do not use a special character, such as an ampersand (&).

Guidelines for Naming a View According to the Type of View

The following table describes guidelines for naming a view according to the type of view.

Type of View Name Format Example

List-form view

business component List View

Account List View

Master-detail view

detail business component Detail - master business component View

Opportunity Detail - Contacts View

Explorer view

business component Explorer View

Account Explorer View

Chart view

master business component Chart View - detail business component Analysis

Account Chart View - State Analysis

Guidelines for Naming a View According to the Type of Aggregate View

The following table describes guidelines for naming a view according to the type of aggregate view. The text in italics indicates the text that Siebel CRM modifies according to the underlying entity. For more information, see Guidelines for Naming an Object.

Type of Aggregate View Example

Personal

My Personal Contacts

Sales Rep

My Contacts

Manager

My Team’s Contacts

Organization

All Contacts

Sub Organizations

All Accounts Across My Organizations

All

All Contacts Across Organizations

Group

User Catalog List View

Catalog

Products Across Catalogs

Admin Mode

Contacts Administration