During a Siebel CRM project it is very likely that a new Siebel view should define the correct access control settings. The following case study example demonstrates how to create a new visibility view.
As indicated in Chapter 3, Case Study Introduction AHA requires that a new view titled All Sales Tools created by me should be made available to end users. The technical architects at AHA have already identified a My Literature list view, which can be used as the base for the new view. The new view should only display literature records, or sales tools, that the user has created her-or himself.
The following procedure describes how to copy the existing view (named FINS Sales Tool List View - My) and modify the copy:
1. Navigate to the view named FINS Sales Tool List View - My.
2. Copy the view using the Ctrl+B shortcut.
3. Modify the copy as follows:
Name:
AHA My Sales Tools List ViewProject:
AHA User InterfaceVisibility Applet...