Controlling the Pin Period for Contacts in the Activity Form

The example in this topic modifies code so that Siebel CRM Desktop permanently pins contacts in the Activity form.

To control the pin period for contacts in the Activity form

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

  2. Locate the following code:

    register_mvg_dialog(ctx, "Contact", "ActionToContact","btn_mvgContact", { 
    "use_on_afrer_saved": ctx.parent_ctx != null && 
    ctx.parent_ctx.form.ol_2003_virtual_form, "online_sb": new 
    mvg_dialogs.online_sales_book(), "use_autocomplete_list": false });
    

    To change the pin period for a specific object, you must locate the code for the form that you must modify. It is recommended that you locate the mvg_dialogs.online_sales_book call. For example, the code in this step resides on the Activity form and it sets up the contact association. For an example of how locating this code might vary, see Controlling the Pin Period for Contacts in the Opportunity Form. For more information about register_mvg_dialog, see Registering MVG Controls.

  3. Modify the code you located in step 2 to the following code. Bold font indicates the modification:

    register_mvg_dialog(ctx, "Contact", "ActionToContact", "btn_mvgContact", { 
    "use_on_afrer_saved": ctx.parent_ctx != null && 
    ctx.parent_ctx.form.ol_2003_virtual_form, "online_sb": new 
    mvg_dialogs.online_sales_book(), "use_autocomplete_list": false, 
    “pinned_object_lifetime”: -1 });