Oracle CRM On Demand Desktop Customization Guide > Adding Custom Fields to Oracle CRM On Demand Desktop > Setting Up Books for Oracle CRM On Demand Desktop Objects >

Setting Up Books for an Object Type


After you set up book support for a particular object type, that type becomes visible in the Record Set tab of the Oracle CRM On Demand Desktop Control Panel. This visibility allows users to choose and configure the visibility model that they want to use. If book support is not set, then the object type disappears from the Record Set tab, and the visibility for the type is set to the default visibility. The default visibility is owner and team visibility. If the following setting inside a type definition is set to true, then book visibility is set up. Otherwise, book visibility is not set up.

<access_mode_config BooksSupported="true" >...</access_mode_config>

To set up books for an object type, for example, Opportunity, complete the steps in the following procedure:

To set up books for an object type

  1. Open the od_meta_info.xml file, and find the type definition by TypeId, in this example, Opportunity:

    <object TypeId="Opportunity" ...>

  2. Inside the <object> element, locate the <access_mode_config> element.
  3. Update the BooksSupported attribute of the <access_mode_config> element to TRUE.

    If you have set up the object element correctly, then the Opportunity type appears in the Record Set tab in the Synchronization Control Panel window.

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