1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Customizing Dialog Boxes

Customizing Dialog Boxes

The dialogs.xml file defines the layout for a custom dialog box that Siebel CRM Desktop uses, such as the dialog box that it uses with an MVG, an address, or for email processing. The dialogs.xml file is an extension of the forms_xx.xml file. It includes the same structure as the dialogs root tag instead of the forms tag in the forms_xx.xml file. For more information, see XML Code That Customizes Dialog Boxes.

To customize the behavior of the MVG dialog box, you can modify the XML file that Siebel CRM Desktop includes in the customization package.You can customize the following behaviors of the MVG dialog box:

  • Object that it uses to create an association in the MVG dialog box.

  • Fields that it specifies for the association.

  • Format of the fields that it specifies for the association.

  • Format it uses to display the Primary record. The following is the default format:

    position (name)

    For example, District Manager 1 (Wasaka Takuda). You can specify the fields that Siebel CRM Desktop displays and the order it uses to display them.

  • Fields that it displays in the Outlook view that represent the associations you create. You can configure Siebel CRM Desktop to display only the record attributes. For example, if it stores the Employee name in the position record, then it can display only the Employee name for the position.

  • The user permissions. The customization package uses security validation rules to describe the user permissions that work with the MVG. For example, if the user is not the primary user, then the user cannot delete users from the collection because Siebel CRM Desktop turns off the delete button for any user who is not a primary user.

  • Behavior of a lookup control. A lookup control searches through the File As field of associated objects to search for a record.

  • Hide the details of the parent record, such as the Opportunity Name.

  • Add or remove association attributes for the associated record.

  • Use an OK button instead of the Save and Close icon.

For more information, see Customizing Picklists.