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Filter Presets Tag of the connector_configuration.xml File

The filter_presets tag contains predefined filter criteria. The preset tag describes this criteria. The preset tag includes a single attribute, name, which defines the name for this criteria. The preset tag contains a set of type tags that define filter criteria for each type.

The type tag defines the object type to which Siebel CRM Desktop applies this filter criteria. You must define the object type in the id attribute of this tag. The group tag describes a group of criteria.

Example Code of the Filter Presets Tag

The following code is an example usage of the filter_presets tag of the connector_configuration.xml file:

<filter_presets>

<preset name="Test filters">

<type id="Opportunity">

<group link="and">

<binary field="Status" condition="in">

<value type="array">

<value type="string">Accepted</value>

<value type="string">Pending</value>

<value type="string">Rejected</value>

<value type="string">Rerouted</value>

</value>

</binary>

</group>

</type>

<type id="Action">

<group link="and">

<binary field="Planned" condition="ge">

<value type="function">today</value>

</binary>

</group>

</type>

</preset>

</filter_presets>

Example Code to Set the Size and Type of Field

This topic describes code you can use to set the size and type of field. For more information, see Regulating the Size and Type of Synchronized Records. The following code is an example usage of the group tag of the connector_configuration.xml file to set the size and type of field:

<group link="and">

<binary field="FileSize" condition="le">

<value type="integer">5242880</value>

</binary>

<group link="or">

<binary field="FileExt" condition="eq">

<value type="string">doc</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">docx</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">xls</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">xlsx</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">msg</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">txt</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">rtf</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">html</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">ppt</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">pptx</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">pdf</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">mht</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">mpp</value>

</binary>

<binary field="FileExt" condition="eq">

<value type="string">vsd</value>

</binary>

</group>

</group>