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Enable / Disable Record Creation for Users with Specific Responsibilities

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January 30, 2013

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Requirement:
If the user has a non primary responsibility say “Sales Super Manager” then New button on the Activities should be disabled. The additional condition is that the user with Primary Responsibility as “Sales Super Manager” should see New button enabled on the UI.

Solution:
Follow the below steps to implement this requirement via configuration.

1. In Siebel Tools, go to Action BC and create a new Calculated field called “Non Primary Resp” as shown below :

Record_Restrict1

For reference the expression is

IIF(InList(LookupValue(“RESP_NAME”, “Sales Super Manager”),GetProfileAttrAsList(“User Responsibilities”))=”Y” AND GetProfileAttr(“User Responsibilities”)<>LookupValue(“RESP_NAME”, “Sales Super Manager”),”Y”,””)

Here RESP_NAME – the Type in LOV table that stores the value of non primary responsibility.
InList(), GetProfileAttrAsList() and GetProfileAttr() are the out of box vanilla functions in Siebel.

2. Go to Applet called “Activity List Applet with Navigation” and create a new user property “CanInvokeMethod” as shown below

Record_Restrict2

3. Configure the List of values to show type called “RESP_NAME” as shown below:

Record_Restrict3

4.Compile the objects and launch the Siebel client. Below are the inferences viewed from the above configuration.

a. When Logged in User does not have a responsibility “Sales Super Manager” in the Responsibility MVG Applet associated in Administration-User->Employees, New button will be enabled on the Activities.

b. When Logged in User has a responsibility “Sales Super Manager” in the Responsibility MVG Applet associated in Administration-User->Employees and it is not the primary responsibility of logged in user, New button will be disabled on the Activities.

c. When Logged in User has a responsibility “Sales Super Manager” in the Responsibility MVG Applet associated in Administration-User->Employees and it is the primary responsibility of logged in user, New button will be enabled on the Activities.



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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.

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