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Hiding Custom Views

You can use IBM Domino Designer to hide a custom top-level view from IBM Notes that Siebel CRM Desktop uses. The following procedure includes an example of hiding an Opportunities view.

Hiding custom views

1. Import the SBL.View.Opportunities.dxl file into IBM Notes using CRM Dev Utils.
2. Open the PAB database that contains the imported design elements in IBM Domino Designer.
3. Navigate to the Views list and locate the Opportunities view.
4. Open the Found view and then open the Found view properties.
5. Place the Name field value into parentheses. For example, (Opportunities).
6. Save and close the modified view.
7. Navigate to the tools folder.
8. In a text editor, open the export_import_config.xml file.
9. Locate the instructions for exporting or importing the Opportunities view. For the Opportunities view:

   <file name="SBL.View.Opportunities.dxl">
   <notes type="view_folder">
   <note>Opportunities</note>
   </notes>
   </file>

10. Modify the name of note design element in IBM Domino Designer:

    <file name="SBL.View.Opportunities.dxl">
    <notes type="view_folder">
    <note>(Opportunities)</note>
    </notes></file>

11. Save and close the export_import_config.xml file.
12. Export the design elements to the .dxl file using CRM Dev Utils.
13. Publish the modified package on the Siebel server.
14. Obtain and apply the package and verify your changes.

To remove a custom top-level view from IBM Notes

1. Navigate to the package folder.
2. Open the dxl_config.xml file.
3. Locate the instructions for importing the view you want to remove. For Opportunities view:

   <dxl path="SBL.View.Opportunities.dxl"/>

4. Comment out the instructions for importing the view.
5. Publish the modified package on the Siebel server.
6. Obtain and apply the package and verify your changes.