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Controlling the Date Range in the Filter Records Tab


The user can choose a predefined value from the Value drop-down list in the CRM Desktop Filter - Edit Criterion dialog box to modify the date range that Siebel CRM Desktop uses in a synchronization filter. If the user changes the date range, then the number of records that match the filter also change. For example, the user can set the filter to synchronize activities that start a month ago. If the user changes this date, then CRM Desktop adjusts the number of activities it synchronizes. You can customize these predefined date ranges. For more information, see Filters in the CRM Desktop Filter - Edit Criterion Dialog Box.

Customizing the Predefined Date Ranges

You can customize the Predefined Date Ranges that CRM Desktop uses for the filters that it displays in the Value drop-down list in the CRM Desktop Filter - Edit Criterion dialog box.

To customize the predefined date ranges

  1. Use an XML editor to open the Ln_connector_configuration.xml file.
  2. Locate the sliding_dates_presets tag.
  3. Change the value for a preset name.

    The following code comes predefined with CRM Desktop. To change a predefined date range, you change the number that the value attribute contains:

    <sliding_dates_presets exact_date="#sliding_dates_exact" relative="#sliding_dates_from_today">
      <preset name="#sliding_dates_yesterday">
        <value>-1</value>
      </preset>
      <preset name="#sliding_dates_tomorrow">
        <value>1</value>
      </preset>
      <preset name="#sliding_dates_month_ago">
        <value>-30</value>
      </preset>
      <preset name="#sliding_dates_month_ahead">
        <value>30</value>
      </preset>
      <preset name="#sliding_dates_today">
        <value>0</value>
      </preset>
    </sliding_dates_presets>

  4. Change the corresponding resources in the Ln_package_res.xml file.

    For more information, see Controlling the Synchronization Intervals That Display in the Synchronization Tab.

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