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Setting Behavioral Limits for Siebel CRM Desktop

You can set limits to affect certain Siebel CRM Desktop behavior. The files that this topic describes are part of the customization package. To modify one of these files, you can use any editor that supports editing in JavaScript or XML, such as Notepad.

To set behavioral limits for Siebel CRM Desktop

1. To set the maximum number of days, weeks, months, or years that Siebel CRM Desktop creates for a recurring event, you can modify the recurrence_processing.js file. Use values from the following table.

   Variable With Default Value	Description
   var daily_max_length = 12	Sets the maximum number of months after which the daily recurring activity stops occurring.
   var weekly_max_length = 12	Sets the maximum number of months after which the weekly recurring activity stops occurring.
   var monthly_max_length = 24	Sets the maximum number of months after which the monthly recurring activity stops occurring.
   var yearly_max_length = 60	Sets the maximum number of months after which the yearly recurring activity stops occurring.

2. Modify the actions.js file to set certain limits. Use values from the following table.

   Variable With Default Value	Description
   var max_attach_file_size = 5	Sets the maximum size in megabytes of an attachment file in Microsoft Outlook.
   var ask_delete_confirmation = true	Determines if Siebel CRM Desktop displays the Revert Deletions and Accept Deletions buttons in the Confirm Synchronization tab of the Synchronization Control Panel.
   var action_selection_limit = 30	Sets the maximum number of items that Siebel CRM Desktop can process when the user runs a toolbar command. For example, if you set var action_selection_limit to 30, then the user can only choose 30 records in Microsoft Outlook, and then use the toolbar in Microsoft Outlook to run a command. An example command is Email to Contacts. To avoid undesirable performance, you can modify this limit.

3. Edit the siebel_meta_info.xml file, using values from the following table. For caution information, see Customizing Meta Information.

   Variable	Description
   max_commands_per_batch	Sets the maximum number of commands for each batch. For more information, see Common_settings Tag of the siebel_meta_info.xml File.
   max_ids_per_command	Defines the maximum number of object IDs. For more information, see Common_settings Tag of the siebel_meta_info.xml File.
   open_with_url_tmpl	Sets a template for the code that Siebel CRM Desktop uses to create a URL to open the Siebel Web Client. For more information, see Defining the URL That Siebel CRM Desktop Uses to Open the Siebel Web Client.
   ViewMode	Sets the visibility of an object. Siebel CRM Desktop supports the following values: Sales Rep Personal Organization All For example, ViewMode = Sales Rep. The value you set is specific to each object. In general, you set ViewMode to Sales Rep for an object that a position determines. Examples of an object that a position determines include a contact, account, or opportunity.