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Customizing a Dialog Box

The dialogs.xml file defines the layout for a custom dialog box that Oracle CRM On Demand Desktop uses, such as the dialog box that it uses with an MVG, an address, or for email processing. Because the dialogs.xml file is an extension of the forms_11.xml and forms_12.xml files, it contains the same structure as the dialogs root element instead of the forms element in the forms_11.xml and forms_12.xml files. For more information, see XML Code to Customize Dialog Boxes.

To customize the behavior of the MVG dialog box, you can modify the XML file that Oracle CRM On Demand Desktop includes in the customization package. You can customize the following MVG behaviors:

  • Object that Oracle CRM On Demand Desktop uses to create an association in the MVG dialog box.
  • Fields that Oracle CRM On Demand Desktop specifies for the association.
  • Format of the fields that Oracle CRM On Demand Desktop specifies for the association.
  • Format in which Oracle CRM On Demand Desktop displays the Primary record. The default format is position (name), for example, District Manager 1 (Wasaka Takuda). You can specify the fields to display and the order in which Oracle CRM On Demand Desktop displays them.
  • Fields that represent the associations you create. Oracle CRM On Demand Desktop displays these fields in the Microsoft Outlook view. Oracle CRM On Demand Desktop can display only the attributes of the record. If Oracle CRM On Demand Desktop stores the User name in the position record, then it can display only the user name for the position.
  • The user permissions. The customization package uses security validation rules to describe the user permissions that function in the MVG. For example, if the user is not the primary user, then the user cannot delete users from the collection because Oracle CRM On Demand Desktop turns off the delete button for any user who is not a primary user.
  • How a lookup control behaves. When you search for a record, a lookup control searches through the File As field for all associated objects.
  • Hide the details of the parent record, such as the Opportunity Name.
  • Add or remove association attributes for the associated record.
  • Use an OK button instead of the Save and Close icon.
    
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