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Adding Custom Fields to Oracle CRM On Demand Desktop

This procedure shows how you customize Oracle CRM On Demand Desktop so that a new field can be synchronized with Oracle CRM On Demand in addition to the default fields. In this customization procedure, you add a new text field called Membership to the Contact page in Oracle CRM On Demand Desktop. This field is displayed under an existing field called Lead Source.

In this example, the contact object has a new field called Membership in Oracle CRM On Demand.

Before You Begin

To complete this customization procedure, you require the following:

• An XML editor of your choice to modify XML files.
• A file comparison (diff) tool to compare the changes you have made to the customized files with the default customization package and to verify that the changes are free of errors. Even a minor error such as adding or removing an extra space unintentionally is problematic. The comparison tool can be useful when trying to detect such problems. A tool similar to Windiff is recommended. Windiff is available from the following Web site:

  http://www.grigsoft.com/download-windiff.htm

To add a custom field to Oracle CRM On Demand Desktop

1. In Oracle CRM On Demand, create a new short text field called Membership for the Contact object.
2. Before customizing Oracle CRM On Demand Desktop, save a copy of the default customization package.

   After you begin customizing, you can compare the changed files with the default files to verify your changes.

3. To add a custom field, you must modify the following XML files in the customization package:
   • od_meta_info.xml

     For more information, see Changing the XML Code in the od_meta_info.xml File.

   • od_basic_mapping.xml

     For more information, see Changing the XML Code in the od_basic_mapping.xml File.

   • forms_12.xml

     For more information, see Changing the XML Code in the forms_12.xml File.

   • package_res.xml

     For more information, see Changing the XML Code in the package_res.xml File.

     For information on the contents of these files, see About the Metadata Files Updated During Customization.

4. After making the changes, package all the files using a ZIP utility, and upload the package to Oracle CRM On Demand.
5. Unpublish any previously published package, and publish this new customization package for the role associated with the user doing the customization.

   The next time you attempt to synchronize using Oracle CRM On Demand Desktop, the new customization package is automatically downloaded so that the contact page in Oracle CRM On Demand Desktop includes the new field, Membership.