Siebel CRM Desktop for IBM Notes Administration Guide > Customizing Picklists > Process of Creating Hierarchical Picklists >

Modifying the Metadata to Support Hierarchical Picklists

This task is a step in Process of Creating Hierarchical Picklists.

In this topic you modify the metadata to support a hierarchical picklist.

To modify the metadata to support a hierarchical picklist

1. Use an XML editor open the siebel_meta_info.xml file.
2. Locate the following object:

   TypeId="Opportunity"

3. Add new fields to the Opportunity object. You add the following code immediately following the object you located in Step 2:

   <field Name='JVD Hier Parent' Label='JVD Hier Parent'
   DataType='DTYPE_TEXT' HasPicklist='yes'
   PicklistIsStatic='yes'
   PicklistCollectionType='JVD_HIER'
   PicklistTypeId=List_Of_Values_Parent'
   IOElemName='JVDHierParent'/>

   <field Name='JVD Hier Child' Label='JVD Hier Child'
   DataType='DTYPE_TEXT' HasPicklist='yes'
   PicklistIsStatic='yes'
   PicklistCollectionType='JVD_HIER'
   PicklistTypeId='PickList_Hierarchical_Child'
   IOElemName='JVDHierChild'/>

4. Locate the following object:

   <picklist TypeId="PickList_Hierarchical"
     . . .
   </picklist>

5. Add the child picklist. Add the following code after the object you located in Step 4:

   <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[
         NOT [Parent Id] Is Null
       ]]>
     </master_filter_expr>
   </picklist>

   The following filter makes sure that Siebel CRM Desktop gets only the four values that are applicable as child values:

   NOT [Parent Id] Is Null

   The following field sets up filtering for items that you configure later in this procedure:

   <extra_src_fldname Visible='true'>
     Parent
   </extra_src_fldname>

6. Add the parent picklist. You add the following code:

   <picklist
     TypeId='List_Of_Values_Parent'
     SrcObjectTypeId='List_Of_Values'
     CollectionTypeFldName='Type'
     ValueFldName='Value'
     LabelFldName='Value'
     LangFldName='Language'>
     <master_filter_expr>
     <![CDATA[
       [Active] = 'Y' AND [Parent Id] Is Null
        ]]>
     </master_filter_expr>
   </picklist>

   The following filter makes sure that Siebel CRM Desktop gets the values that are allowed as parent values:

   [Active] = 'Y' AND [Parent Id] Is Null