Siebel CRM Desktop for IBM Notes Administration Guide > Customizing Picklists > Process of Creating Dynamic Picklists That Use Custom Objects >

Modifying the Remaining Siebel CRM Desktop Objects


This task is a step in Process of Creating Dynamic Picklists That Use Custom Objects.

The remaining tasks you must perform are nearly identical to the tasks you perform to add a dynamic picklist. The main difference is you must use the JVD Fulfillment Center field name. For more information, see Process of Creating Dynamic Picklists.

To modify the remaining Siebel CRM Desktop objects

  1. Extend the integration object with the new industry field. Do Modifying Siebel CRM Objects to Support Static Picklists with the following modifications:
    • In the Integration Component Fields list, add a new field using values from the following table.
      Property
      Value

      Name

      JVD Fulfillment Center

      Data Type

      DTYPE_TEXT

      Length

      50

      External Sequence

      237

      External Name

      JVD Fulfillment Center

      External Data Type

      DTYPE_TEXT

      XML Sequence

      237

      XML Tag

      JVDFulfillmentCenter

    • Do not add an integration component field user property.
  2. Add the picklist field to the metadata. Do Adding Fields to the Metadata to Support Static Picklists with the following modifications:
    1. Add the following code:

    <field Name='JVD Fulfillment Center' Label='JVD Fulfillment Center' DataType='DTYPE_TEXT' HasPicklist='yes'PicklistIsStatic='yes'PicklistTypeId='PickList_FulfillmentCenter' IOElemName='JVDFulfillmentCenter'/>

    1. Create the new PickList_Industry picklist type. You add the following code immediately after the code you added in Step a:

    <picklist TypeId='PickList__FulfillmentCenter'
      SrcObjectTypeId='Fulfillment Center' ValueFldName='Name'
    LabelFldName='Name' />

  3. Add the JVD Industry field to the basic mapping. Do Adding Fields to the Basic Mapping to Support Static Picklists, but use the following code:

    <field id="JVD Fulfillment Center">
      <reader>
        <lotus_std>
          <lotus_field id="JVDFulfillmentCenter" />
            <convertor>
              <string />
            </convertor>
        </lotus_std>
      </reader>
      <writer>
        <lotus_std>
          <lotus_field id="JVDFulfillmentCenter" />
            <convertor>
              <string />
            </convertor>
        </lotus_std>
      </writer>
    </field>

    Bold text identifies the code that is different for a dynamic picklist.

  4. Create the type that stores the list of values. Do Modifying the Basic Mapping to Store Values for Static Picklists, but use the following code:

    <type id="OpportunityJVD FulfillmentCenterPicklist"
    predefined_folder="1" ver="1">
    <form message_class="IPM.Contact.SBL.OpportunityJVD_FulfillmentCenterPicklist"></form>

    Bold text identifies the code that is different for a dynamic picklist. For more information about doing this step, see Step 4.

  5. Open IBM Domino Designer, open the (SBL)form:opportunity form, and then create the JVD Fulfillment Center combobox.

    Configure the combobox to use the following source:

    OpportunityJVD FulfillmentCenter

    For more information, see Opening IBM Domino Designer.

  6. Upload and publish your work. Do Uploading and Testing Your Static Picklist.
  7. Test your work:
    1. Open the client and then navigate to the opportunity form.
    2. Make sure the form displays the Fulfillment Center picklist.
    3. Choose the Fulfillment Center picklist and then make sure it displays the appropriate values.

      The picklist must display all the fulfillment centers that are appropriate for the opportunity that Siebel CRM Desktop currently displays. For example:

      • Concord Fulfillment Center
      • Copy Center
      • Marketing Department
      • And so on
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