Siebel CRM Desktop for IBM Notes Administration Guide > Customizing Picklists >

Modifying the Values That Predefined Static Picklists Display

This topic describes how to modify the values that a static picklist displays so that it only displays values that include a check mark in the Active property in Siebel Tools. The predefined Siebel CRM Desktop configuration displays values in this way only for the List_Of_Values picklist. Each of the following picklists displays a value even if the Active property of this value does not include a check mark:

• PickList_Generic
• PickList_Hierarchical
• PickList_Hierarchical_Child

The List_Of_Values picklist is the only object that automatically filters according to the Active property. To view code that illustrates this configuration, see About the Predefined List of Values Object.

To modify the values that a predefined static picklist displays

1. In the client, open an activity and then click the down arrow in the Type field.
2. In the drop-down list, note that this list of values displays the following items:
   • Calendar Entry
   • Administration
   • Adverse Event
   • Alert
   • Analyst
   • And so on

     In this example, you will modify CRM Desktop so that it does not display the Adverse Event activity type.

3. Open Siebel Tools and then display the Integration Object object type.

   For more information, see Displaying Object Types in Siebel Tools.

4. Add a field to the PickList Generic business component:
   1. In the Object Explorer, click Business Component.
   2. In the Business Components list, query the Name property for PickList Generic.
   3. In the Object Explorer, expand the Business Component tree and then click Field.
   4. In the Fields list, add a new field using values from the following table.

      Property	Value
      Name	Active
      Column	ACTIVE_FLG

5. Repeat Step 4, but add the field to the PickList Hierarchical business component:
6. Add a field to the CRMDesktopPickListGenericIO integration object:
   1. In the Object Explorer, click Integration Object.
   2. In the Integration Objects list, query the Name property for CRMDesktopPickListGenericIO.
   3. In the Object Explorer, expand the Integration Object tree and then click Integration Object Component.
   4. In the Integration Components list, query the Name property for PickList Generic.
   5. In the Object Explorer, expand the Integration Components tree and then click Integration Component Field.
   6. In the Integration Component Fields list, add a new field using values from the following table.

      Property	Value
      Name	Active
      Data Type	DTYPE_BOOL
      External Sequence	24
      External Name	Active
      External Data Type	DTYPE_BOOL
      XML Sequence	24
      XML Tag	Active

7. Repeat Step 6, but add the field to the PickList Hierarchical integration component of the CRMDesktopPickListHierarchicalIO integration object.
8. Deploy your changes to the Siebel Runtime repository.
9. Use an XML editor open the siebel_meta_info.xml file.

   To make sure that CRM Desktop gets only the active list of values, you modify the PickList_Generic, PickList_Hierarchical, and PickList_Hierarchical_Child picklists. When you modify these picklists, you also modify the master filter so that it makes sure Active = Yes.

10. Locate the picklist TypeId='PickList_Generic' object and then modify it to the following code:

    <picklist TypeId='PickList_Generic'
      SrcObjectTypeId='PickList_Generic'
      CollectionTypeFldName='Type'
      ValueFldName='Value'
      LabelFldName='Value' >
      <master_filter_expr>
        <![CDATA[
          [Active] = 'Y'
        ]]>
      </master_filter_expr>
    </picklist>

11. Locate the picklist TypeId='PickList_Hierarchical' object and then modify it to the following code:

    <picklist TypeId='PickList_Hierarchical'
      SrcObjectTypeId='PickList_Hierarchical'
      CollectionTypeFldName='Type'
      ValueFldName='Value'
      LabelFldName='Value'
      LangFldName='Language' >
      <extra_src_fldname Visible='true'>Parent</extra_src_fldname>
      <master_filter_expr>
        <![CDATA[
          [Active] = 'Y'
        ]]>
      </master_filter_expr>
    </picklist>

12. Locate the picklist TypeId='PickList_Hierarchical_Child' object and then modify it to the following code:

    <picklist TypeId='PickList_Hierarchical_Child'
      SrcObjectTypeId='PickList_Hierarchical'
      CollectionTypeFldName='Type'
      ValueFldName='Value'
      LabelFldName='Value'
      LangFldName='Language' >
      <extra_src_fldname Visible='true'>Parent</extra_src_fldname>
      <master_filter_expr>
        <![CDATA[
          [Active] = 'Y' AND NOT [Parent Id] Is Null
        ]]>
      </master_filter_expr>
    </picklist>

13. Save the siebel_meta_info.xmlfile, upload it to the CRM Desktop Admin screen, and then add it to the active package.
14. Apply the package and then synchronize.
15. Test your changes. Repeat Step 2.

    Make sure that CRM Desktop does not display the Adverse Event value in the drop-down list that the Type field uses.