Controlling the Pin Period for Contacts in the Opportunity Form

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

To control the pin period for contacts in the Opportunity form

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

2. Locate the following code:

   var contact_options = { "link_to": "Contact","tag": "mvg","autocomplete": 
   ctx.form.add_contact_subform.contact_id,"btn_show": 
   ctx.form.add_contact_subform.btn_contact_select,"btn_add": 
   ctx.form.btn_contact_add,"related_selector": new 
   mvg_dialogs.custom_sales_book(),"sb_custom_view": true,"online_sb": new 
   mvg_dialogs.online_sales_book(),"remote_connector_timeout": 15000}
   

   In this example, Siebel CRM Desktop sets up the options in the Opportunity form as a separate object that it sends to the register function. This configuration is different from the configuration described in Controlling the Pin Period for Contacts in the Activity Form.

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

   var contact_options = { "link_to": "Contact","tag": "mvg","autocomplete": 
   ctx.form.add_contact_subform.contact_id,"btn_show": 
   ctx.form.add_contact_subform.btn_contact_select,"btn_add": 
   ctx.form.btn_contact_add,"related_selector": new 
   mvg_dialogs.custom_sales_book(),"sb_custom_view": true,"online_sb": new 
   mvg_dialogs.online_sales_book(),"remote_connector_timeout": 15000, 
   “pinned_object_lifetime”??: -1}