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Adding Custom Views in Microsoft Outlook

This task is a step in Process of Customizing Objects in Oracle CRM On Demand Desktop.

After you define a folder in Microsoft Outlook that displays the custom object, you define the Microsoft Outlook views that apply to this folder.

To add custom views in Microsoft Outlook

1. Use an XML editor to open the od_basic_mapping.xml file.

   For more information, see Files in the Customization Package.

2. Add the following custom_views section to the Activity type element in the od_basic_mapping.xml file:

     <type id="Activity" display_name="#obj_activity_plural" folder_type="10">
       <form (...) >OnDemand Activity</form>
          <custom_views default_name="#view_od_activities">
            <view id="all_activities" name="#view_od_activities"></view>
            <view id="all_activities_by_owner" name="#view_od_activities_by_primary_owner"></view>
            <view id="all_activities_by_priority" name="#view_od_activities_by_priority"></view>
          </custom_views>
   ...

3. Make sure the views.xml file describes the views that you define in Step 2.

   For more information on views, see Customizing a View.