How to implement Custom Manager's Visibility in My Team Quote's View? (Doc ID 481413.1)

Last updated on NOVEMBER 02, 2015

Applies to:

Siebel Tools - Version 7.7.2 [18325] to 8.0 [20405] [Release V7 to V8]
z*OBSOLETE: Microsoft Windows Server 2003
This document was previously published as Siebel SR 38-2853088831.
***Checked for relevance on 25-Dec-2013***

Goal

Currently the quote buscomp view mode is set as:
Name: Sales Rep
Owner Type: Position
Visibility Field: Sales Rep Position Id

What changes are needed to modify "My Team's Quote" to see quotes that are delegated to other party who is not within the position hierarchy. Eg.:

An Account Manager has a position that has a parent position which belongs to an Account Director.
A marketing manager has a position without any parent position and therefore not within that of the Account manager & director.

Naturally, the director would not be able to see the quote if it is delegated to a marketing manager in "My Team's Quote" view but is requesting to see it because the quote still belongs to the Account manager.

We have since stored the originator's (Account manager) position id in an extended field called "Requestor Position Id".

How do we set the visibility such that "My Quote" uses Sales Rep Position Id as the visibility field while "My Team's Quote" uses "Requestor Position Id"?

Solution

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