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Controlling How Oracle CRM On Demand Desktop Deletes Records

You can control how Oracle CRM On Demand Desktop deletes records during a synchronization. The delete confirmation feature allows the user to cancel, during synchronization, a deletion that the user made in Microsoft Outlook. If you enable this feature, then Oracle CRM On Demand Desktop does the following work:

• Displays the Confirm Synchronization tab on the Synchronization Control Panel dialog box.
• Uses the Confirm Synchronization tab to allow the user to confirm the delete operation. If the user deletes records in Microsoft Outlook, then Oracle CRM On Demand Desktop displays the Confirm Synchronization tab during synchronization. If the user confirms, then Oracle CRM On Demand Desktop removes the deleted records from the Oracle CRM On Demand database on the Oracle CRM On Demand server.

To control the Confirm Synchronization tab

1. Use an XML editor to open the connector_configuration.xml file.
2. To display the Confirm Synchronization tab on the Synchronization Control Panel dialog box, you do the following:
   1. Add the following code to the root element of the connector_configuration.xml file:

   <features deletion_confirmation_mode="enable"/>

   For more information, see Setting the Delete Confirmation Mode Attribute.

   2. Specify the objects that Oracle CRM On Demand Desktop displays in the Delete from On Demand in the Confirm Synchronization tab.

      For more information, see Specifying the Type of Object the User Can Confirm for Deletion.

3. To suppress the display of the Confirm Synchronization tab on the Synchronization Control Panel dialog box, add the following code to the root element of the connector_configuration.xml file:

   <features deletion_confirmation_mode="suppress"/>

How the Number of Deleted Records Determines Delete Confirmation

The number of records that the user has deleted determines whether or not Oracle CRM On Demand Desktop displays the Confirm Synchronization tab. For example:

• If the user deletes three or more accounts, ten or more contacts, or five or more opportunities, then Oracle CRM On Demand Desktop displays the Confirm Synchronization tab.
• If the user deletes only one or two accounts, then Oracle CRM On Demand Desktop does not display the Confirm Synchronization tab.

Table 8 lists the minimum number of records that the user must delete to cause Oracle CRM On Demand Desktop to display the Confirm Synchronization tab.

Setting the Delete Confirmation Mode Attribute

To control the Confirm Synchronization Tab on the Synchronization Control Panel dialog box, you use the deletion_confirmation_mode attribute of the connector_configuration.xml file.

Table 9 describes the values you can use for the deletion_confirmation_mode attribute.

The following example sets the deletion_confirmation_mode attribute to revert_only. The ellipsis points (. . .) indicate code that is omitted:

<root>

<features deletion_confirmation_mode="revert_only"

. . .

</features>

Specifying the Type of Object the User Can Confirm for Deletion

You can specify the type of object that Oracle CRM On Demand Desktop displays in the Delete from On Demand list in the Confirm Synchronization tab. For example, you can specify Oracle CRM On Demand Desktop to display only opportunity records.

To specify the type of object the user can confirm for deletion

1. Use an XML editor to open the connector_configuration.xml file.
2. Locate the object type that Oracle CRM On Demand Desktop must display in the Delete from On Demand list in the Confirm Synchronization tab list.

   For example, for opportunities, locate the following object type:

   type id="Opportunity"

3. In the object you located in Step 2 add the synchronizer element or extend the existing one with the attribute-value pair: threshold="5".

   For example, add the following element:

   <synchronizer name_format=":[:(Name):]" threshold="5">

   For more information, see Example Code for Setting the Synchronizer Element.

4. Repeat Step 2 through Step 3 for each type of object that Oracle CRM On Demand Desktop must display in the Delete from On Demand list.

Example Code for Setting the Synchronizer Element

The synchronizer element in the connector_configuration.xml file controls the type of records that Oracle CRM On Demand Desktop displays in the Delete from On Demand list in the Confirm Synchronization tab list. It includes a threshold attribute.

In the following example, the threshold attribute set to 5 causes Oracle CRM On Demand Desktop to display the Confirm Synchronization tab only if the user deleted five or more opportunities since the last synchronization:

<type id="Opportunity" state_field="ObjectState">
<view label="#obj_opportunity" label_plural="#obj_opportunity_plural"
small_icon="type_image:Opportunity:16" normal_icon="type_image:Opportunity:24" large_icon="type_image:Opportunity:48"></view>
  <synchronizer name_format=":[:(Name):]" threshold="5">
     <links>
     </links>
       <natural_keys>
       </natural_keys>
  </synchronizer>
</type>

Table 10 describes the values for the threshold attribute of the synchronizer element.