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Toolbars Tag of the Toolbars File

The toolbars tag is the root tag of the toolbars.xml file. It describes the toolbar that Siebel CRM Desktop adds to a native Outlook form or to the Outlook window.

The caption attribute of the toolbars tag defines the toolbar caption.

The toolbars tag includes the following tags:

• for. Determines if CRM Desktop displays this tag in the Outlook window or the Outlook form, depending on if the value of the tag is explorer or inspector.
• button. A description of a button on a toolbar. For more information, see Button Tag of the Toolbars Tag of the Toolbars File.

Button Tag of the Toolbars Tag of the Toolbars File

The button tag includes the following attributes:

• name. The caption for the button.
• small_image. The resource ID of the icon that Siebel CRM Desktop uses as the small icon for this button.
• large_image. The resource ID of the icon that CRM Desktop uses as a large icon for this button. The large_image attribute is valid for Microsoft Outlook 2007 but CRM Desktop ignores it for Microsoft Outlook 2003.
• begin_group. Determines if CRM Desktop displays the separator of the toolbar button for this button. It is useful if you must group toolbar buttons.

Action Tag of the Button Tag

The button tag includes the action tag. This tag defines the action that Siebel CRM Desktop calls if the user clicks the button. You can use a predefined action or write a custom action. You must set this action in the class attribute of the action tag.

The action tag includes the class attribute. The class attribute can include the following values:

• create_attachment. Opens the Select Attachment dialog box that allows the user to choose a file to attach to the current object. You can use the accept_type attribute to specify the object that can include an attachment. The accept_type attribute defines the button visibility, depending on the object type that is currently chosen. The value of the accept_type attribute must be the object type that you must make visible for this button.
• create_linking_item. Creates a new object and associates it with the current object. You can also specify the object types where CRM Desktop displays this button. The type tags that reside in a types tag must describe these object types.

The action tag includes the attachment tag. To specify attachment settings, you must specify the following attributes of the attachment tag:

• type. The type of the attachment object.
• name_field. The name of the field of the attachment object where CRM Desktop stores the name of the file.
• body_field. The name of the field of the attachment object where CRM Desktop stores the body of the file.
• linking_field. The name of the field of the attachment object where CRM Desktop stores the reference to the parent object.

Example Code of the Action Tag of the Scriptable Action

Siebel CRM Desktop supports the scriptable action class. The action tag of the scriptable action includes the id attribute. You can use the id attribute in a script to specify the action to perform. The following example specifies a button with a scriptable action:

<button id="new_account" name="#btn_new_account">
  <action class="scriptable" id="new_account"/>
</button>

In this example, CRM Desktop passes the value for the new_account attribute to the script when it handles the click event of the button. The script includes predefined logic that the new_account attribute starts.