Controlling the Fields That Display in a Filter

You can use the IsHidden property of the field in the siebel_meta_info.xml file to control the fields that are available in a filter. For more information, see Customizing How Siebel CRM Desktop Shares Native Microsoft Outlook Items.

To control the fields that display in a filter

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

   For more information, see Files That the Customization Package Contains.

2. Locate the first instance of the tag that defines the field you must modify.

   For example the following tag in the Contact.Account object defines the Account Status field:

   <field Name='Account Status' Label='Account Status' DataType='DTYPE_TEXT' 
   HasPicklist='yes' PicklistIsStatic='yes' PicklistCollectionType='ACCOUNT_STATUS' 
   PicklistTypeId='PickList_Generic' IOElemName='AccountStatus' />
   

3. Do one of the following:

   • Make the field not available in filter criteria. You add the following property to this tag:

     IsHidden='yes'
     

   • Make the field available in filter criteria. You add the following property to this tag:

     IsHidden='no'
     

   Note that the DataType property must not be DTYPE_ID.

4. Repeat step 2 through step 3 for each of the other objects you must modify.

   For example, the Contact.Account object also includes the account status.