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Controlling the Object Types That Oracle CRM On Demand Desktop Displays in the Filter Records Tab

By default, Oracle CRM On Demand Desktop displays the following objects in the Filter Records tab of the Synchronization Control Panel dialog box:

• Contacts
• Accounts
• Opportunities
• Activities
• Leads

You can customize the Synchronization Control Panel dialog box to display or not display these object types.

To control the object types that Oracle CRM On Demand Desktop displays in the Filter Records tab

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

   For more information, see Files in the Customization Package.

2. In the connector_configuration.xml file, locate the type element for the object that you must display or hide, for example:

   type id="Opportunity"

3. Find the view element for the type you located in Step 2.
4. Set the suppress_sync_ui attribute to True to hide the object or False to display the object.

   For more information, see View Element of the connector_configuration.xml File.

5. Save your changes and then republish the customization package.

   For more information, see Creating and Publishing the Customization Package.

6. (Optional) To add a new object to the list of objects that Oracle CRM On Demand Desktop displays on the Filter Records tab, do the following:
   1. In the XML code, add new type and view elements for the new object.
   2. Set the suppress_sync_ui attribute for this new object to False.

      Service requests are an example of a new object.