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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

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

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

2. 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' />

3. 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.

4. 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.