Configuring CRM Desktop to Synchronize Private Activities

This topic describes how to configure Siebel CRM Desktop to synchronize private activities that the user creates in Outlook.

To configure Siebel CRM Desktop to synchronize private activities

1. Use an XML editor open the siebel_meta_info.xml file and then locate the following object:

   <object TypeId="Action"
   

2. Remove the following code from the object you located in step 1:

   <master_filter_expr>
   <![CDATA[
   [Private] IS NULL OR [Private] = 'N'
   ]]>
   </master_filter_expr>
   

   This filter prevents Siebel CRM Desktop from synchronizing private activities.

3. Save your changes and then close the siebel_meta_info.xml file.

4. Use a JavaScript editor to open the sb_helpers.js file.

5. Locate the following code in the check_sharing_possibility function:

   if (helpers.get_defaults(ctx.session) == null) message = 
   "msg_absent_first_sincronization_share";
   else if (check_offline && !is_online(ctx)) message = "msg_cant_share_in_offline";
   else if (item.type_id != "Mail" && item.snapshot.Private) message = 
   "msg_cant_sync_private";
   

   If Siebel CRM Desktop attempts to share a private calendar entry, then the Private flag in this code creates an error.

6. Replace the code you located instep 5 with the following code:

   if (helpers.get_defaults(ctx.session) == null) message = 
   "msg_absent_first_sincronization_share";
   else if (check_offline && !is_online(ctx)) message = "msg_cant_share_in_offline";
   //else if (item.type_id != "Mail" && item.snapshot.Private)
   //message = "msg_cant_sync_private";
   

   Commenting the last two lines of this code prevents Siebel CRM Desktop from creating an error if it attempts to share a private calendar entry.

7. Save your changes and then close the sb_helpers.js file.

8. Use a JavaScript editor to open the forms.js file.

9. Locate the following code in the ol_item_form function:

   if (!is_mail)
   {
   ctx.validator.add_custom(function(validate_ctx) {
   return !(shared() && validate_ctx.snapshot()["Private"]) }, 
   null,"msg_cant_sync_private");
   }
   

   This code validates that Siebel CRM Desktop cannot share a private calendar entry. You must disable it.

10. Replace the code you located instep 9 with the following code:

    /*
    if (!is_mail)
    {
    ctx.validator.add_custom(function(validate_ctx) {
    return !(shared() && validate_ctx.snapshot()["Private"]) }, null, 
    "msg_cant_sync_private");
    }
    */
    

11. Save your changes and then close the forms.js file.

12. Use a JavaScript editor to open the business_logic.js file, and then locate the following code:

    if (ol.item_ex().get_property("Private") == true || ignore_ol_item(ol)).
    

    This code determines if the private flag is set. If this flag is set, then this code stops Siebel CRM Desktop from processing.

13. Replace the code you located instep 12 with the following code:

    if (ignore_ol_item(ol))
    

14. Save and test your changes, and then republish the customization package.