Siebel CRM Desktop for IBM Notes Administration Guide > Customizing Picklists > Process of Creating Dynamic Picklists That Use a SalesBook Control >

Modifying the Metadata


This task is a step in Process of Creating Dynamic Picklists That Use a SalesBook Control.

In this topic you modify the metadata.

To modify the metadata

  1. Open the siebel_meta_info.xml file and then add the following new fields to the Fulfillment Center type:

    <field Name='Description' Label='Description' DataType='DTYPE_TEXT' IsPartOfUserKey='no' IOElemName='Description' />

    <field Name='Main Fax Number' Label='Main Fax Number' DataType='DTYPE_PHONE' IsPartOfUserKey='no' IOElemName='MainFaxNumber' />

    <field Name='Main Phone Number' Label='Main Phone Number' DataType='DTYPE_PHONE' IsPartOfUserKey='no' IOElemName='MainPhoneNumber' />

    For more information about adding fields to the metadata, see Adding Fields to the Metadata to Support Static Picklists.

  2. Remove the JVD Fulfillment Center field definition that you added in Step 2.

    This fields represents data that Siebel CRM gets through a join. The Fulfillment Center object includes this data so it is not necessary to synchronize it from the opportunity object.

  3. Add a field definition for the JVD Fulfillment Center Id field. You add the following code:

    <field Name='JVD Fulfillment Center Id' Label='JVD Fulfillment Center Id' DataType='DTYPE_ID' IsFilterable='no' IsRefObjId='yes' RefObjTypeId='Fulfillment Center' RefExposedToUI='no' IOElemName='JVDFulfillmentCenterId'/>

    where:

    • IsRefObjId specifies that CRM Desktop uses this field to create a relation with another object in CRM Desktop.
    • RefObjTypeId specifies the type of object that includes the relation. For example, Fulfillment Center.
    • RefExposedToUI instructs CRM Desktop to display the related object in the client as a separate object.
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