Tuesday, July 19, 2011

Popup visibility - Division Based

It is very critical that one should have appropriate access to information available. Thus siebel has given comprehensive access control mechanism which helps in restricting data visibility. We can have visibility filter at multiple levels including View, Business Component, Picklists, Drilldowns, Links .

However the modes which we can set is restricted to following values:

All
Personal
Sales Rep
Manager
Organization
Sub Organization
Group
Catalog

Recently i was asked to have a visibility control based on the Division during the assignment of Service Request. One should see employees related to his division only when he opens employee pick applet.

We opted for Personalization to implement this as it gives a flexibility to change the filter dynamically without any srf change. Steps required are:

1 - Set the Popup Visibility Type to "All" for employee buscomp. (Please check before doing this as this will impact all Picklists based on Employee BC)

2 - Create a Personalization Rule set for "Employee Pick Applet" with below Include Expression:

"EXISTS ([Division] = GetProfileAttr('Division Name'))"

where "Division Name" is the division of Primary Position which is pulled in Personalization Profile BC using join. However this approach fails when user has got multiple positions and he changes the active position from "Change Position" View via User Preferences. In such scenarios we need to set/reset Profile attribute after Change Position is executed.

Happy Configuration!!

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