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How to use Aspect user property to prevent New Record in a particular applet

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October 28, 2012

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Requirement:

The requirement is to prevent a specific user from creating a new record in a particular applet i.e. user logged in with “SADMIN” should not be able to create new activities in “Activity List Applet With Navigation” applet.

Solution:

To implement this requirement for a specific applet on activities, follow the configuration steps below:

1. In Siebel Tools, go to Action BC and create a new Calculated field to check the condition on Prioirty field as shown in screenshot below:

Aspect1

Keep the Type property of this Calculated field as “DTYPE_BOOL”

2. In Siebel Tools, expand the BC and create a new record in BC user property as shown in the screenshot below:

aspect user_property2

a. Ensure there is NO space between Aspect BC NoInsert and Colon(:)
b. Ensure there is a space between Colon(:) and 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

aspect user_property3

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

a. Login as SADMIN in the client application and navigate to activities tab you will see that New Button is disabled for login as SADMIN

b. Login as other user id in the client application and navigate to activities tab you will see that New Button is enabled.

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

 



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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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