Siebel CRM Desktop for Microsoft Outlook Administration Guide > Customizing Siebel CRM Desktop > Process of Customizing Objects in Siebel CRM Desktop >

Adding Custom Views in Microsoft Outlook


This task is a step in Process of Customizing Objects in Siebel CRM Desktop.

After you define a folder in Microsoft Outlook that displays the custom object, you define the Microsoft Outlook views that apply to this folder.

To add custom views in Microsoft Outlook

  1. Use an XML editor to open the siebel_basic_mapping.xml file.

    For more information, see About Files in the Customization Package.

  2. Add the following custom_views section to the Activity type tag:

    <type id="Action" display_name="#obj_activity_plural" folder_type="10">

    <form (...) >SBL Activity</form>

    <custom_views default_name="Siebel Activities">

    <view id="all_activities" name="Siebel Activities"></view>

    <view id="all_activities_by_owner" name="Siebel Activities by Primary Owner"></view>

    <view id="all_activities_by_priority" name="Siebel Activities by Priority"></view>

    </custom_views>

  3. Make sure the views.xml file describes the views that you define in Step 2.
Siebel CRM Desktop for Microsoft Outlook Administration Guide Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Legal Notices.