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Controlling How Siebel CRM Desktop Pins Objects

CRM Desktop uses a push pin icon to indicate the records that the Online Lookup feature brings into the client. CRM Desktop pins these items for one week, by default. It removes these pinned items from the client after one week, including the record and any links to the record. You can change this default value.For more information Controlling the Search in Siebel Button That Does Online Lookup.

Controlling How Long Siebel CRM Desktop Pins Objects

This topic describes how to change the default value that determines how long CRM Desktop pins an object.

To control how long Siebel CRM Desktop pins an object

1. Use a JavaScript editor to open the mvg_dialogs.js file.
2. Locate the following code:

   this.default_options = {
     "online_sb_xml": online_sb_xml,
     "online_sb_template_params": {
       "caption": "#ol_lookup-online_caption"
     },
     "remote_connector_timeout": 0,
     "remote_connector_max_rows_number": 100
   };

3. Modify the code you located in Step 2 to the following code. Bold font indicates the modification:

   this.default_options = {
     "online_sb_xml": online_sb_xml,
     "online_sb_template_params": {
       "caption": "#ol_lookup-online_caption"
     },
     "remote_connector_timeout": 0,
     "remote_connector_max_rows_number": 100
     "pinned_object_lifetime": pin_time
};

   where:

   • pin_time specifies the number of seconds to pin an item. Note the following:
     • The default value is 604800, which is seven days.
     • One day is 86400.
     • You can specify -1 (negative one) to pin objects forever.
4. Locate the following code in the select_items function:

   synchronizer.pin_object(view_dsc.link_to, remote_id);

5. Replace the code you located in Step 4 with the following code:

   synchronizer.pin_remote(view_dsc.link_to, remote_id,
   options.pinned_object_lifetime);

Controlling the Pin Period for Contacts in the Activity Form

The example in this topic modifies code so that CRM Desktop permanently pins contacts in the Activity form.

To control the pin period for contacts in the Activity form

1. Use a JavaScript editor to open the forms.js file.
2. Locate the following code:

   register_mvg_dialog(ctx, "Contact", "ActionToContact","btn_mvgContact", { "use_on_afrer_saved": ctx.parent_ctx != null && ctx.parent_ctx.form.ol_2003_virtual_form, "online_sb": new mvg_dialogs.online_sales_book(), "use_autocomplete_list": false });

   To change the pin period for a specific object, you must locate the code for the form that you must modify. It is recommended that you locate the mvg_dialogs.online_sales_book call. For example, the code in this step resides on the Activity form and it sets up the contact association. For an example of how locating this code might vary, see Controlling the Pin Period for Contacts in the Opportunity Form. For more information about register_mvg_dialog, see Registering MVG Controls.

3. Modify the code you located in Step 2 to the following code. Bold font indicates the modification:

   register_mvg_dialog(ctx, "Contact", "ActionToContact", "btn_mvgContact", { "use_on_afrer_saved": ctx.parent_ctx != null && ctx.parent_ctx.form.ol_2003_virtual_form, "online_sb": new mvg_dialogs.online_sales_book(), "use_autocomplete_list": false, "pinned_object_lifetime": -1 });

Controlling the Pin Period for Contacts in the Opportunity Form

The example in this topic modifies code so that CRM Desktop permanently pins contacts in the Opportunity form.

To control the pin period for contacts in the Opportunity form

1. Use a JavaScript editor to open the forms.js file.
2. Locate the following code:

   var contact_options = { "link_to": "Contact","tag": "mvg","autocomplete": ctx.form.add_contact_subform.contact_id,"btn_show": ctx.form.add_contact_subform.btn_contact_select,"btn_add": ctx.form.btn_contact_add,"related_selector": new mvg_dialogs.custom_sales_book(),"sb_custom_view": true,"online_sb": new mvg_dialogs.online_sales_book(),"remote_connector_timeout": 15000}

   In this example, CRM Desktop sets up the options in the Opportunity form as a separate object that it sends to the register function. This configuration is different from the configuration described in Controlling the Pin Period for Contacts in the Activity Form.

3. Modify the code you located in Step 2 to the following code. Bold font indicates the modification:

   var contact_options = { "link_to": "Contact","tag": "mvg","autocomplete": ctx.form.add_contact_subform.contact_id,"btn_show": ctx.form.add_contact_subform.btn_contact_select,"btn_add": ctx.form.btn_contact_add,"related_selector": new mvg_dialogs.custom_sales_book(),"sb_custom_view": true,"online_sb": new mvg_dialogs.online_sales_book(),"remote_connector_timeout": 15000, "pinned_object_lifetime": -1}