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Form Tag of the Forms File

The form tag describes the user interface for each custom Microsoft Outlook form. It can include the following attributes:

• id. Defines the unique name for the current form.
• on_open. JavaScript code that Siebel CRM Desktop runs if a user opens a form.
• on_saving. JavaScript code that CRM Desktop runs if a user attempts to save a form.
• on_saved. JavaScript code that CRM Desktop runs if a user saves a form.

The values for each attribute contain the name of the JavaScript function to run on a specific event. An example event is the event that occurs when a user opens a form.

The form tag contains the following tags:

• validation_rules
• script
• info_bar
• page

Each of these tags describe a specific part of the form. You can ignore each tag.

Example Code of the Form Tag

The following code is an example of the form tag. This code defines the Contact Note form:

<forms>
  <form id="SBL Contact Note" on_open="form_open()">
    <validation_rules>
      <rule message="Note Type is required." expression="item['Note Type'] != ''">
        <asserted_control id="NoteType"></asserted_control>
      </rule>
    </validation_rules>
    <script>
      <![CDATA[
        function form_open()
        {
          form.NoteType.required = true;
        }
      ]]>
    </script>
      <page id="General" tag="0x10A6" min_height="155" min_width="520">
        <cell>
          <stack layout="vert" padding="5">
            <cell>
              <stack layout="horz" spacing="3">
                <cell size="65">
                  <stack layout="vert" spacing="5">
                    <cell size="22">
                      <control class="static" id="0x20000">
                        <text>Type:</text>
                      </control>
                </cell>
                <cell size="22">
                  <control class="static" id="0x20002">
                    <text>Description:</text>
                  </control>
                </cell>
              </stack>
            </cell>
            <cell>
              <stack layout="vert" spacing="5">
                  <cell size="22">
                    <control class="combobox" id="NoteType" tab_order="1">
                      <source type="Contact.Contact_NoteNote TypePicklist" field="Value" format=":[:(Label):]"></source>
                      <field>Note Type</field>
                    </control>
                  </cell>
                  <cell>
                    <control id="0x103f" tab_order="2"></control>
                  </cell>
                </stack>
              </cell>
            </stack>
          </cell>
        </stack>
      </cell>
    </page>
  </form>
</forms>