Controlling How Siebel CRM Desktop Adds Deleted Items to the Exclusion List
Starting with Siebel CRM Desktop version 3.7, if the user does not possess permission to delete a record, and if the user attempts to delete a record, then Siebel CRM Desktop automatically adds this record to the Exclusion List. This topic describes how to modify this behavior. You can configure Siebel CRM Desktop so that it does not automatically add this record to the Exclusion list. For more information about the Exclusion list, see Controlling the Synchronization Exceptions Button In the Filter Records Tab.
To control how Siebel CRM Desktop adds deleted items to the Exclusion list
Use a JavaScript editor to open the actions.js file.
Locate the following function:
siebel_item_delete(ctx)
Locate the following code that resides in the function that you located in step 2:
var default_options = { "confirmation": true, "exclude_allowed": false, "silent_exclude": true, "exclude_supported": function() { return true; } };
This code determines Exclusion list functionality.
(Optional) Configure Siebel CRM Desktop to prompt the user to add a record to the Exclusions List. You use the following code:
"silent_exclude": false
If you do this configuration, and if the user attempts to delete a record, then Siebel CRM Desktop displays a Delete Confirmation dialog box that includes one of the following messages according to the permissions that the user possesses:
User Does Not Possess Permission to Delete Siebel Records in Outlook User Does Possess Permission to Delete Siebel Records in Outlook Siebel CRM Desktop displays a message that is similar to the following:
You do not have permission to delete Siebel records in Outlook. However, you can add this record to the Exclusions List. If you do this, then Siebel CRM does not download the record to Outlook, but it does keep a copy of it on the Siebel Server. Do you want to add this record to the Exclusions List?
Siebel CRM Desktop displays a message that is similar to the following:
Are you sure you want to delete records from Siebel and Outlook? Click Yes to delete records from Siebel and Outlook. Click No to delete records only from Outlook, and to not synchronize future updates for these records from Siebel to Outlook.
(Optional) Configure Siebel CRM Desktop to prevent the user from adding the record to the Exclusions list. You use the following code:
"exclude_supported": function() { return false; }
If you do this configuration, and if the user attempts to delete a record, and if the user does not possess permissions to delete Siebel records in Outlook, then Siebel CRM Desktop displays a Delete Confirmation dialog box that includes a message that is similar to the following. The user can only click OK to close the dialog box. Siebel CRM Desktop does not delete the record or add it to the Exclusions list:
You do not have permissions to delete Siebel records in Outlook.