Adding Custom Fields

A custom field is any new field that you create that is not a Microsoft Outlook default field on a Microsoft Outlook form. If Siebel CRM Desktop must synchronize the contents of a custom field with data from the Siebel Server, then you must configure the XML files so that they identify the data that Siebel CRM Desktop must read and synchronize. If you do not configure these XML files, then Siebel CRM Desktop will not synchronize the data that the new field displays with the data that resides on the Siebel Server. The example in this topic adds the EEG Trainings field.

To add custom fields

1. Create a custom field named EEG Trainings in Siebel Tools, and then add it to an integration object.

   For more information, see Displaying Siebel CRM Fields.

2. Specify the meta information for the EEG Trainings field:

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

   2. Locate the following tag of the object that you must modify:

      <object>
      . . .
      </object>
      

   3. Add the following code to the tag you located in step b:

      <field Name='EEG Trainings' Label='#fld_contact@EEG_Trainings_'
      DataType='DTYPE_TEXT' IOElemName='EEGTrainings' />
      <field Name='Suppress All Emails' Label='#fld_contact@Suppress_All_Emails_'
      DataType='DTYPE_BOOL' IOElemName='SuppressAllEmails' />
      

   4. Save, and then close the siebel_meta_info.xml file.

3. Specify the field mappings for the EEG Trainings field:

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

   2. Locate the following tag of the object that you must modify:

      <type>
      . . .
      </type>
      

   3. Add the following code to the tag you located in step b:

      <field id="EEG Trainings">
        <reader>
          <mapi_user>
            <user_field id = "sbl EEG Trainings" ol_field_type = "1"></user_field>
            <convertor>
            <string/>
            </convertor>
          </mapi_user>
        </reader>
        <writer>
          <outlook_user>
            <user_field id = "sbl EEG Trainings" ol_field_type = "1"></user_field>
            <convertor>
            <string/>
            </convertor>
          </outlook_user>
        </writer>
          </field>
          <field id="Suppress All Emails">
        <reader>
          <mapi_user>
            <user_field id = "sbl Suppress All Emails" ol_field_type = "6"></
        user_field>
          <convertor>
          <bool/>
          </convertor>
            </mapi_user>
          </reader>
        <writer>
          <outlook_user>
            <user_field id = "sbl Suppress All Emails" ol_field_type = "6"></
          user_field>
            <convertor>
              <bool/>
            </convertor>
          </outlook_user>
          </writer>
      </field>
      

   4. Save, and then close the siebel_basic_mapping.xml file.

4. Specify the display format for the EEG Trainings field:

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

   2. Locate the following tag of the object that you must modify:

      <form>
      . . .
      </form>
      

   3. Add the following code to the tag you located in step b:

      <cell size="21"> <stack layout="vert"> 
      <cell> <static id="lbl_EEG_Trainings" tab_order="112">
        <text>#lbl_EEG_Trainings</text> </static>
      </cell>
        </stack>
          </cell> 
            <cell size="21"> <stack layout="vert">
          <cell>
            <checkbox id="checkbox_Suppress_All_Emails" tab_order="115">
              <field>Suppress All Emails</field>
              <text>#lbl_Suppress_All_Emails</text>
            </checkbox>
          </cell>
        </stack>
      </cell>
      <cell size="21">
        <edit id="EEG_Trainings" max_chars="100" tab_order="113">
          <field value="string">EEG Trainings</field>
        </edit>
      </cell>
      

   4. Save, and then close the forms_xx.xml file.