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Controlling the Fields That Are Available in a Filter

To control the fields that are available in a filter, you use the IsFilterable property of the field in the od_meta_info.xml file.

To control the fields that are available in a filter

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

   For more information, see Files in the Customization Package.

2. Locate the first instance of the element that defines the field you must modify.

   For example, in the Contact.Account object, the following element defines the Account Status field:

   <field Name='Account Status' Label='Account Status' DataType='DTYPE_TEXT' HasPicklist='yes' PicklistIsStatic='yes' PicklistCollectionType='ACCOUNT_STATUS' PicklistTypeId='PickList_Generic' IOElemName='AccountStatus' />

3. Do one of the following:
   • To make the field not available in a filter criterion, add the following property to this element:

   IsFilterable='yes'

   • To make the field available in a filter criterion, add the following property to this element:

   IsFilterable='no'

   Note that the DataType property must not be DTYPE_ID.

4. Repeat Step 2 through Step 3 for each of the other objects you must modify.

   For example, the Contact.Account object also includes the account status.