Adding a Lookup View

This task is a step in Process of Modifying the Customization Package to Add an MVG.

To customize a salesbook control, you use the definition of a lookup view. The SalesBook dialog box displays a list of objects and then allows the user to choose any object from this list. Siebel CRM Desktop uses this control on forms and MVG dialogs. The example in this topic adds the definition for a lookup view for Channel Partner objects.

To add a lookup view

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

   For more information, see Customizing the SalesBook Control.

2. Add the following code to the array tag that contains the lookup types in the file:

   <item value="ChannelPartner"></item>
   

3. Add the definition for the lookup view.

   For more information, see Code That Adds a Lookup View.

4. Save and then close the lookup_view_defs.xml file.