Table 17. XML Files in the Customization Package
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connector_configuration.xml |
This XML file provides the following capabilities:
- Defines objects that are synchronized
- Defines the criteria that Siebel CRM Desktop uses to detect duplicate objects in the Siebel database
- Defines the preset filters for a custom synchronization
For more information, see Customizing Synchronization. |
dialogs.xml |
Defines the layout for a custom dialog box. For more information, see Customizing a Dialog Box. |
forms_11.xml forms_12.xml |
These XML files provide the following capabilities:
- Indicates the fields that Siebel CRM Desktop uses to store references between objects
- Defines the form layout for each object
- Defines the field validation rules on a form
- Defines business logic in JavaScript
- Defines controls that Siebel CRM Desktop uses on a form
The business_logic.js file describes most business logic. To define business logic, it is recommended that you use JavaScript in one of the forms_xx.xml files only if Siebel CRM Desktop runs this logic in the current form. If many objects are involved, then it is recommended that you define business logic in the business_logic.js file. NOTE: Throughout this document, the term forms_xx.xml refers generically to the forms_11.xml file or the forms_12.xml file.
For more information, see Customizing a Form. |
info.xml |
This XML file provides the following capabilities:
- Defines the product name
- Defines the version of the package
- Defines compatible product and package versions
- Defines the general comments for the package
Siebel CRM Desktop does not currently use this information. You can use it to track the package version. You can use the product name and version to check compatibility. |
lookup_view_defs.xml |
Sets configuration options for the SalesBook control in Siebel CRM Desktop. This control defines references between objects. Siebel CRM Desktop uses it in lookup controls. For more information, see Customizing the SalesBook Control. |
package_res.xml |
Defines various resources for the customization package. For more information, see Customizing the Email Address of the Support Team. |
platform_configuration.xml |
Defines the custom data that Siebel CRM Desktop deletes if you remove Siebel CRM Desktop. For more information, see Customizing Which CRM Data Siebel CRM Desktop Removes if the User Removes Siebel CRM Desktop. |
siebel_basic_mapping.xml |
This XML file provides the following capabilities:
- Defines field mapping between Siebel CRM Desktop and Microsoft Outlook
- Defines field mapping between Siebel CRM Desktop and a Siebel application
- Describes objects to add to Microsoft Outlook
- Defines the form that Siebel CRM Desktop uses to display an object in Microsoft Outlook
- Defines a set of custom Microsoft Outlook views that Siebel CRM Desktop applies for an object
For more information, see Customizing How Siebel CRM Desktop Maps Fields. |
siebel_meta_info.xml |
This XML file provides the following capabilities:
- Defines the object types that Siebel CRM Desktop supports
- Defines fields and their types
- Defines the XML element names that Siebel CRM Desktop uses to build a Siebel message
For more information, see Customizing Meta Information. |
toolbars.xml |
Defines custom toolbars that Siebel CRM Desktop displays on a native Microsoft Outlook form, custom form, or in a Microsoft Outlook window. To generically refer to this file, this book uses toolbars.xml. Siebel CRM Desktop uses the following files according to the version of Microsoft Outlook installed on the client:
- toolbars_11.xml for Microsoft Outlook 2003
- toolbars_12.xml for Microsoft Outlook 2007
- toolbars_14.xml for Microsoft Outlook 2010
External JavaScript files define all programmable actions for a toolbar. For more information, see Customizing a Toolbar. |
views.xml |
Defines the views that Siebel CRM Desktop uses in Siebel CRM Desktop forms and Microsoft Outlook windows. For more information, see Customizing a View. |