Customizing Forms

The forms_xx.xml file includes the definitions that Siebel CRM Desktop uses for forms that you customize. This file allows you to customize forms, remove fields, change field names, and set custom list views. For more information about the forms_xx.xml file, see Files in the Customization Package

A form tag describes each form. Siebel CRM Desktop includes the following customization capabilities for these files:

• Changing field labels.

• Removing fields from the form that are not applicable to the work environment.

• Identifying fields on forms.

• Designating field type. Siebel CRM Desktop supports the following:

  • Native Outlook field types, such as text box or check box

  • Custom Siebel CRM Desktop controls, such as currency control, lookup, and multiselect list

• Positioning a field on the form.

• Modifying custom Siebel CRM Desktop controls.

• Creating entirely new forms that use the look and feel of Outlook. To enter data in these forms, Siebel CRM Desktop uses fields that the user defines.

• Programmatically applying custom behavior and logic to a form or field.

• Setting Outlook view controls on a custom form to display relationships between Siebel CRM objects.

• Modifying interface elements, such as text in a system message, a dialog box, a label, or a caption.

For more information, see XML Code That Customizes Forms.