Guidelines for Using Script to Associate a List of Values with an Organization

If you use script to associate a list of values with an organization, then use the following guidelines.

  • If you use LookupValue or LookupName as an expression in a script, and:

    • Data does not exist. Siebel CRM uses the organization that is associated with the current position of the user to determine visibility of the list of values. Creating a new record is an example where data does not exist.

    • Data does exist. Siebel CRM uses the primary organization that is associated with the record to determine visibility of the list of values.

    • If you use LookupValue or LookupName as a function in a repository configuration or a script, then Siebel CRM uses the organization that is associated with the primary position of the user to determine visibility of the list of values.

Note: To use scripts, go to Siebel Tools.