Siebel CRM Desktop for Microsoft Outlook Administration Guide > Customizing Picklists > Process of Creating Custom Static Picklists >

Modifying the Form to Support Static Picklists


This task is a step in Process of Creating Custom Static Picklists.

In this topic you add fields to the form to support a static picklist.

To modify the form to support a static picklist

  1. Use an XML editor to open the forms_xx.xml file.

    For more information about the forms_xx.xml file, see Files in the Customization Package.

  2. Locate the Opportunity form. Locate the following code:

    <form id="SBL Opportunity">

  3. Add the following code to the Opportunity form:

    <combobox id="Id_name">
      <field>field_name</field>
      <source type="lov_type_Id" field="source_field_name"
        format=":[:(Label):]"></source>
    </combobox>

    where:

    • Id_name is any text that identifies the purpose of the dropdown list.
    • field_name identifies the field you specify in the basic mapping in Step 3.
    • lov_type_Id identifies the object that stores the list of values in the basic mapping that you specify in Step 4.
    • source_field_name identifies the field from the Picklist object that Siebel CRM Desktop displays in the client.

      For example, you add the following code:

    <combobox id="jvd_simple">
      <field>JVD Simple</field>
      <source type="OpportunityJVD SimplePicklist" field="Value"
        format=":[:(Label):]"></source>
    </combobox>

    For more information, see Combobox Control of the Forms File.

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