Using Personalization to Hide Default View in Visibility Filter Drop Down Leads to Next View in Sequence not Shown

(Doc ID 1316713.1)

Last updated on JUNE 01, 2017

Applies to:

Siebel CRM - Version 8.1.1 [21112] and later
Information in this document applies to any platform.

Symptoms

It was reported that in the 8.1.1.x code line, when attempting to use personalization to hide the default view in a Visibility Filter Drop Down, the next view in the sequence is not shown. In previous versions, the next view in the sequence is shown.

An example of a Visibility Filter Drop Down is in the Contacts screen tab, and then "Contacts List" in the link bar. When the user clicks on the Contacts List link in the view bar under the Contacts screen tab, the view shown has a drop down which contains all of the views which are available there, based on the user's responsibilities. This is referred to as a Visibility Filter Drop Down. Some examples of the views in the Contacts List Visibility Filter Drop Down are the My Contacts view, the My Team's Contacts view, All Contacts, All Contacts Across Organizations and possibly others. This is illustrated below from 8.1.1.4 SIA FINS using sample db:

When the default view for the Contacts List (prior to any user preference being set up), is hidden via personalization, the entire list functionality is disabled. The next view in the sequence for the Visibility Filter Drop Down is not shown, and the remaining lists are not available under the screen tab. The remaining list views which should still show up under Contacts -> Contacts List are only available from the site map.

In the case of hiding the My Contacts list view in the Contacts -> Contacts List, the contact form applet is shown instead of the lists. This is illustrated below:

 

In some cases, the following error may be displayed:

Personalization rules for user '<user_id>' exclude accessibility of view '<view_name>'. (SBL-DAT-00328)

Where <user_id> and <view_name> are placeholders for the user id and view names, respectively. Testing has shown this error occurrs when a homepage view is hidden by personalization, such as "Contact Screen Homepage View" or "Account Screen Homepage View".

Changes

In the version 8.1.1.4 SIA standard application, testing was done with hiding the default view for Contacts -> Contacts List. The default view shown initially in standard application for SADMIN user is the "My Contacts" view. The details for this screen and view are listed below:

Screen: Contacts Screen
View: Visible Contact List View
Business Object: Contact
Applets: Applet[0]: Contact List Applet; Applet[1]: Contact Form Applet;
Business Components: BusComp[0]: Contact; BusComp[1]: Contact;

Personalization was set up to hide this view from the SADMIN user.

This was set up under Site Map -> Administration - Personalization -> Views

Name = Visible Contact List View
Start date = 1/1/2011 (in past)
End Date = NULL
Conditional Expression = GetProfileAttr("Position") <> 'Siebel Administrator'

This is illustrated below:

This should evaluate to FALSE and the view should be hidden for the SADMIN user which has position = Siebel Administrator.

Cause

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