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How to use Aspect user property to make a record Read Only in a particular applet

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August 12, 2012

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Requirement:

The requirement is to make a record read only based on a condition i.e. Activity record should be readonly when activity priority is set to a value(non null). Moreover this behaviour should be limited to a particluar applet called “Activity List Applet With Navigation”.

Solution:

Using combination of Active Field and Active value BC user property or BC Read Only Field – BC User property will make the read only configuration universal to all the applets based on a BC. To limit this read only behavior to a specific applet, Aspect User properties can provide a solution.

To implement this requirement using Aspect User property folow the steps below:

In Siebel tools, perform the below configuration:

1. Go to Action BC and create a new Calculated field to check the condition on Prioirty field as shown in screenshot below:

aspect

Keep the Type property of this calculated field as “DTYPE_BOOL”.

2. Expand BC object -> click on BC User Property and create a new record as shown in the screenshot below:

aspect2

Ensure there is NO space between Aspect BC ReadOnly and Colon(:).

Ensure there is a space between colon(:) and dummy value called TestAspect.

3. Go to Applet Object and query for “Activity List Applet With Navigation”

Expand the Applet object and create a new record in Applet User property as shown in the screenshot below:

aspect3

4. Compile both the applet and BC to the repository and launch the Siebel client to see the expected results as below.

a. Go to an Actiivty record which has Priority set on it and you will see that record is read only.

b. Go to an Actiivty record which has Priority as blank value on it and you will see that record is editable.

c. Go to another view such as Opportunity-Activities view which shows related activities using “Opportunity Activity List Applet” but not using “Activity List Applet With Navigation”. You will see that above configuration does affect them.

Happy learning !!

 



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Gurdeep

Hi, I am sharing my experience to alleviate beginners with open UI and HI version of Siebel CRM. I work in Sun Life Financials and can be reached via IT Tool box as well. Thanks.

  • R13

    Hi, nice post related to read only view. I have a concern related to your last comment: “You will see that above configuration does affect them.”.
    You mentioned that going to another view with another applet will face the same behavior? Or maybe got wrong and what you expected to say was:

    “You will see that above configuration does NOT affect them”

    Thank you in advance.