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Process of Modifying the Customization Package to Add an MVG

This task is a step in Process of Creating MVG Fields.

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. 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. The example in this topic makes available and then adds 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. Add a custom object type. You modify the siebel_meta_info.xml file.

   For more information, see Code That Adds a Custom Object Type.

3. Map objects. You modify the Ln_siebel_basic_mapping.xml file.

   For more information, see Code That Maps a Custom Object.

4. Configure synchronization for the custom object. You modify the Ln_connector_configuration.xml file.

For more information, see Code That Configures 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 Domino Designer to open the SBL.BusinessLogic script library.

   For more information, see Files in the Customization Package

2. Locate the following function:

   CreateMetaScheme

3. Add the code to add a new association.

   For more information, see Code That Adds 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. Add the primary field. You do the following:
   1. Use an XML editor 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 Ln_siebel_basic_mapping.xml file:
   5. Add the following code to the Opportunity type tag:

   <field id="Primary Partner Id">
       <reader>
         <lotus_std>
           <lotus_field id="PrimaryPartnerId" />
             <convertor>
               <binary_hexstring />
             </convertor>
         </lotus_std>
       </reader>
       <writer>
         <lotus_std>
           <lotus_field id="PrimaryPartnerId" />
             <convertor>
               <binary_hexstring />
             </convertor>
         </lotus_std>
       </writer>
   </field>

   6. Save and then close the Ln_siebel_basic_mapping.xml file.
2. Add the link:
   1. Use an XML editor open the Ln_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 Ln_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 Ln_siebel_basic_mapping.xml file.
2. Add the following code to the Opportunity.Channel_Partner.Association type:

   <field id="ChannelPartnerStatus">
     <reader>
       <lotus_std>
         <lotus_field id="ChannelPartnerStatus" />
           <convertor>
             <string />
           </convertor>
       </lotus_std>
     </reader>
     <writer>
       <lotus_std>
         <lotus_field id="ChannelPartnerStatus" />
           <convertor>
             <string />
           </convertor>
       </lotus_std>
     </writer>
   </field>

3. Save and then close the Ln_siebel_basic_mapping.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 open the Ln_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 Ln_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>