Oracle CRM On Demand Desktop Administration Guide > Customizing Oracle CRM On Demand Desktop > Process of Enabling Custom Object Synchronization in Oracle CRM On Demand Desktop >

Defining a Customized Microsoft Outlook User Interface for the Custom Object

This topic describes how to define a customized Microsoft Outlook user interface for Custom Object 1 by editing the forms_12.xml file. The example in this topic is a basic customized form with two fields on the Microsoft Outlook user interface.

This task is a step in Process of Enabling Custom Object Synchronization in Oracle CRM On Demand Desktop.

To define the form for Custom Object 1

1. Using an XML editor, open the forms_12.xml file.
2. Locate the following code:

   <forms>
   ...
   ...
   <form id="OnDemand CustomObject1" >
   </form>
   ...
   </forms>

3. In the <forms> tags, define the form.
4. In the following code, define the visible controls for the form:

   <form id="OnDemand CustomObject1" >
     <page id="General" tag="0x10A6" min_height="155" min_width="520">
       <cell>
         <stack layout="vert" padding="5">
           <cell>
             <stack layout="horz" spacing="3">
               <!-- captions -->
               <cell size="65">
                 <stack layout="vert" spacing="5">
                   <cell size="21">
                     <static id="lbl_co1_name" tab_order="2">
                       <text>#lbl_co1_name</text>
                     </static>
                   </cell>
                   <cell size="21">
                     <static id="lbl_co1_description" tab_order="4">
                       <text>#lbl_co1_description</text>
                     </static>
                   </cell>
                 </stack>
               </cell>
               <!-- fields -->
               <cell>
                 <stack layout="vert" spacing="5">
                   <cell size="21">
                     <edit id="Name" max_chars="100" tab_order="3">
                       <field value="string">Name</field>
                     </edit>
                   </cell>
                   <cell size="21">
                     <edit id="Description" max_chars="100" tab_order="5">
                       <field value="string">Description</field>
                     </edit>
                   </cell>
                 </stack>
               </cell>
             </stack>
           </cell>
         </stack>
       </cell>
     </page>
   </form>

   For more information on customizing the forms_12.xml file, see Defining the User Interface.

   NOTE:  There is a section of cells for the captions, and a section of cells for the fields. You must structure the cells so that the captions align with the corresponding fields. In the captions section, there is reference to the lbl_co1_name and lbl_co1_description labels.

5. Edit the forms_12.xml file to hide the unused Microsoft Outlook controls.

   This customization already contains new fields in the form, for example, the Name field. It also has repositioned Microsoft Outlook fields, for example, the LastName field is now repositioned to Description. The remaining Microsoft Outlook fields are not used in this example. However, they cannot be removed from the form definition. You can hide all the unused Microsoft Outlook controls by moving them to a location where the cell size value is zero. For more information on the Microsoft Outlook user interface, see Defining the User Interface. For an example of how the unused native Microsoft Outlook controls are removed in to a small cell, see XML Code That Hides Unused Microsoft Outlook Controls. For an example of a complete custom form for Custom Object 1 in the forms_12.xml file, see XML Code of a Complete Form for Custom Object 1.

6. Save and close the forms_12.xml file.

Related Topics

Values for the Threshold Attribute of the Synchronizer Element

Defining the User Interface

XML Code to Customize Forms