Siebel CRM Desktop for Microsoft Outlook Administration Guide > Administering Siebel CRM Desktop > Changing the Behavior of Siebel CRM Desktop >
Controlling the Fields That Are Available in a Filter
To control the fields that are available in a filter, you use the IsHidden property of the field in the siebel_meta_info.xml file. For more information, see How Siebel CRM Desktop Converts Contacts. To control the fields that are available in a filter
- Use an XML editor to open the siebel_meta_info.xml file.
For more information, see About Files in the Customization Package.
- Locate the first instance of the tag that defines the field you must modify.
For example, in the Contact.Account object, the following tag defines the Account Status field:
<field Name='Account Status' Label='Account Status' DataType='DTYPE_TEXT' HasPicklist='yes' PicklistIsStatic='yes' PicklistCollectionType='ACCOUNT_STATUS' PicklistTypeId='PickList_Generic' IOElemName='AccountStatus' />
- Do one of the following:
- To make the field not available in a filter criteria, add the following property to this tag:
IsHidden='yes'
- To make the field available in a filter criteria, add the following property to this tag:
IsHidden='no'
Note that the DataType property must not be DTYPE_ID.
- Repeat Step 2 through Step 3 for each of the other objects you must modify.
For example, the Contact.Account object also includes the account status.
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