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Filter Presets Tag of the Connector Configuration File

The filter_presets tag contains predefined filter criteria. The preset tag describes this criteria. The preset tag includes the name attribute. It defines the name for this criteria. The preset tag contains a set of type tags that specify filter criteria for each type.

The type tag defines the object type. Siebel CRM Desktop applies the filter criteria to this object type. You must specify the object type in the id attribute of this tag. The group tag describes a group of criteria.

Example Code of the Filter Presets Tag

To set the filter on a top-level object, you also need to apply the same filter on all dependent objects. For example, if you want to put a preset filter on Action, you have to define it on Action itself, in addition to the Action Attachment.

The following code is an example usage of the filter_presets tag of the connector_configuration.xml file:

<type id="Action">
  <group link="and">
    <binary field="Type" condition="ne">
      <value type="string">To Do</value>
    </binary>
  </group>
</type>
<type id="Attachment">
  <group link="or">
    <collection container_type="Action" foreign_key="ParentId">
      <primary_restriction>

        <group link="and">
          <binary field="FileSize" condition="le">
            <value type="integer">5242880</value>
          </binary>
        <group link="or">
          <binary field="FileExt" condition="eq">
            <value type="string">doc</value>
          </binary>
        </group>
        ...and so on
      </primary_restriction>
      <container_restriction>
        <group link="and">
          <binary field="Type" condition="ne">
            <value type="string">To Do</value>
          </binary>
        </group>
      </container_restriction>
    </collection>
  </group>
</type>

Example Code That Sets the Size and Type of Field

This topic describes code you can use to set the size and type of field. For more information, see Controlling the Size and Type of Synchronized Records. The following code is an example usage of the group tag of the connector_configuration.xml file to set the size and type of field:

<group link="and">
  <binary field="FileSize" condition="le">
  <value type="integer">5242880</value>
  </binary>
  <group link="or">
  <binary field="FileExt" condition="eq">
  <value type="string">doc</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">docx</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">xls</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">xlsx</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">msg</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">txt</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">rtf</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">html</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">ppt</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">pptx</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">pdf</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">mht</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">mpp</value>
  </binary>
  <binary field="FileExt" condition="eq">
  <value type="string">vsd</value>
  </binary>
  </group>
</group>