Conditions Applied via Indirect Links

You can define conditional access rights using indirect links (via relationship records).

For further details, see Link IDs and Relationships in the Business Logic Manual.

Example: A rep can view companies where he is entered as Rep 1. To enable him to see offers linked to these companies and to companies that are related to "his" companies (e.g. within a corporate structure) you can use an indirect link.

To define conditional access for the above example (displaying offers depending on conditions on companies):

  1. Click in the Condit. Access cell for Offer.


  2. Select Delete line from the context menu to delete the default row ("Offer (1-1)").
  3. Select Info Area from the context menu.
  4. Select the Company info area and click on OK.
  5. Double-click on this newly created row ("Company (N-1)").
  6. Select an info area (in this case Company again) and click on OK.
  7. Select the desired Index Relationship, e.g. via link no. 32,000. This link reads the parent record(s) within a corporate structure.
  8. Click in the With Conditions cell and define a condition (e.g. "Rep ID = Current User").
  9. Click on (OK).
  10. Save the rights format.

A rep to whom this rights definition applies, sees the following offers (e.g. in the Offer search in Aurea CRM web):

  • Offers linked to companies that fulfill the condition (i.e. where the current rep is entered as Rep1).
  • Offers linked to companies of which a company fulfilling the condition is a parent within a corporate structure. For more information and a complete example, see Corporate Structure in the Business Logic Manual.

Using e.g. link 30,000 instead would return all companies within the corporate structure, thus allowing the rep to see all offers linked to those companies, link 28,000 would return all companies where the company fulfilling the condition is the target record in a relationship record, etc.

The same indirect links are used to access item master (AR) records in product hierarchies,see Product Hierarchies in the CRM.core Info Letter SP2.