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Process of Modifying the Customization Package to Add an MVG

This task is a step in Process of Adding an MVG Field.

To modify the customization package to add an MVG, you do the following:

1. Adding a Custom Object
2. Adding the MVG Link
3. Adding the Primary Field
4. Adding a Field
5. Adding a Lookup View
6. Code to Define a Salesbook Control
7. Adding a Label, a Button, and a Selector Control
8. Customizing the Validation Message and Labels

Adding a Custom Object

This task is a step in Process of Modifying the Customization Package to Add an MVG.

To add a custom object to Siebel CRM Desktop, you display the object in Siebel CRM and then modify customization package XML files. In this example, you make available and then add the Channel Partner object.

To add a custom object

1. Make sure the object you must add is available.

   For more information, see Creating an Integration Object for the Channel Partner MVG.

2. To add a custom object type, modify the siebel_meta_info.xml file.

   For more information, see Code to Add a Custom Object Type.

3. To map objects, modify the siebel_basic_mapping.xml file.

   For more information, see Code to Map a Custom Object.

4. To configure synchronization for the custom object, modify the connector_configuration.xml file.

For more information, see Code to Configure Synchronization for a Custom Object.

Adding the MVG Link

This task is a step in Process of Modifying the Customization Package to Add an MVG.

In this topic, you add the MVG link to the business logic file.

To add the MVG link

1. Use a JavaScript editor to open the business_logic.js file.

   For more information, see About Files in the Customization Package

2. Locate the following function:

   create_siebel_meta_scheme2

3. Add the code to add a new association.

   For more information, see Code to Add a New Association.

Adding the Primary Field

This task is a step in Process of Modifying the Customization Package to Add an MVG.

In this topic, you add the primary field to the customization package. This field displays in the MVG dialog box that you add for this example.

To add the primary field

1. To add the primary field, you do the following:
   1. Use an XML editor to open the siebel_meta_info.xml file.
   2. Add the following code to the Opportunity object:

   <field Name='Primary Partner Id' Label='Primary Partner Id' DataType='DTYPE_ID' IsFilterable='no' IsRefObjId='yes' RefObjTypeId='ChannelPartner' IOElemName='PrimaryPartnerId' />

   3. Save and then close the siebel_meta_info.xml file.
   4. Use an XML editor to open the siebel_basic_mapping.xml file:
   5. Add the following code to the Opportunity type tag:

   <field id="Primary Partner Id">

   <reader>

   <mapi_user>

   <user_field id="sbl Primary Partner Id" ol_field_type="1"></user_field>

   <convertor><binary_hexstring/></convertor>

   </mapi_user>

   </reader>

   <writer>

   <outlook_user>

   <user_field id="sbl Primary Partner Id" ol_field_type="1"></user_field>

   <convertor><binary_hexstring/></convertor>

   </outlook_user>

   </writer>

   </field>

   6. Save and then close the siebel_basic_mapping.xml file.
2. Add the link:
   1. Use an XML editor to open the connector_configuration.xml file.
   2. Add the following code to the Opportunity type tag:

   <link>Primary Partner Id</link>

   3. Save and then close the connector_configuration.xml file.

Adding a Field

This task is a step in Process of Modifying the Customization Package to Add an MVG.

This topic describes how to add the ChannelPartnerStatus field.

To add a field

1. Use an XML editor to open the siebel_basic_mapping.xml file.
2. Add the following code to the Opportunity.Channel_Partner.Association type:

   <field id="ChannelPartnerStatus">

   <reader>

   <mapi_user>

   <user_field id="sbl ChannelPartnerStatus" ol_field_type="1"></user_field>

   <convertor><string/></convertor>

   </mapi_user>

   </reader>

   <writer>

   <outlook_user>

   <user_field id="sbl ChannelPartnerStatus" ol_field_type="1"></user_field>

   <convertor><string/></convertor>

   </outlook_user>

   </writer>

   </field>

3. Save and then close the siebel_basic_mapping.xml file.

Adding a Lookup View

This task is a step in Process of Modifying the Customization Package to Add an MVG.

To customize a salesbook control, you use the definition of a lookup view. A salesbook control displays a list of objects and then allows the user to choose any object from this list. Siebel CRM Desktop uses this control on forms and MVG dialogs. In this example, you add the definition for a lookup view for Channel Partner objects.

To add a lookup view

1. Use an XML editor to open the lookup_view_defs.xml file.
2. Add the following code to the array tag that contains the lookup types in the file:

   <item value="ChannelPartner"></item>

3. Add the definition for the lookup view.

   For more information, see Code to Add a Lookup View.

4. Save and then close the lookup_view_defs.xml file.

Adding a Label, a Button, and a Selector Control

This task is a step in Process of Modifying the Customization Package to Add an MVG.

In this topic, you add a label, a button, and a selector control.

To add a label, a button, and a selector control

1. Use an XML editor to open the forms_xx.xml file.
2. Add a label for the MVG:
   1. Locate the following section:

   right side captions

   2. Insert the following code immediately under the code that defines the Probability label:

   <cell size="22">

   <static id="0x20014" tab_order="166">

   <text>#lbl_channel_partner</text>

   </static>

   </cell>

3. Add the button and primary selector control:
   1. Locate the following section:

   right side fields

   2. Add the following code immediately under the code that defines the Probability control:

   <cell size="22">

   <stack layout="horz">

   <cell>

   <mvg_primary_selector id="channel_partner_mvg">

   <source type="Opportunity.Channel_Partner.Association" left_id="OpportunityId" item_value="ChannelPartnerId" display_format=":[:(PartnerName):]"></source>

   <field>Primary Partner Id</field>

   </mvg_primary_selector>

   </cell>

   <cell size="5"></cell>

   <cell size="22">

   <button id="btn_mvgChannelPartner">

   <text>...</text>

   </button>

   </cell>

   </stack>

   </cell>

   Make sure you specify the Id for the button and the Id for the primary selector in the same way that you specified them in the script.

4. Increase the size of the cell that contains the label, the button, and the selector control:
   1. Locate the following section:

   Category bar

   2. Locate the fifth cell that is included in the Category bar section.
   3. Change the code of the fifth cell to the following code:

   <cell size="153">

5. Save and then close the forms_xx.xml file.

Customizing the Validation Message and Labels

This task is a step in Process of Modifying the Customization Package to Add an MVG.

In this topic, you customize the validation message and a label for the dialog box and forms.

To customize the validation message and labels

1. Use an XML editor to open the package_res.xml file.
2. Add the following code to the Script section:

   <str key="msg_channel_partner_present">This channel partner is already present in the list.</str> <str key="msg_channel_partner_is_primary">This channel partner is primary. The primary record cannot be removed. To remove this record, make another record primary first.</str> <str key="msg_channel_partner_add_caption">Add channel partner.</str><str key="lbl_channel_partner">Lead Partner Name</str>

3. Add the same code that you added in Step 2 to the Messages section.
4. Close and then save the package_res.xml file.

The following code specifies the values for labels you use in the dialog box and form layouts:

<str key="lbl_channel_partner">Lead Partner Name</str>