1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Picklist Object Structure That Siebel CRM Desktop Uses

Picklist Object Structure That Siebel CRM Desktop Uses

The following image illustrates a hierarchy of the XML objects that Siebel CRM Desktop uses to create a picklist.

Picklist Object Structure That Siebel CRM Desktop Uses: This image is described in the surrounding text.

Explanation of Callouts

As shown in this image, the picklist object structure that Siebel CRM Desktop uses includes the following items:

  1. siebel_meta_info.xml. Includes a representation of the field that Siebel CRM Desktop gets from the integration object in Siebel CRM. It defines the picklist object.

  2. siebel_basic_mapping.xml. Maps the field that Siebel CRM Desktop gets from the integration object in Siebel CRM to the Outlook field. It includes the object that stores the picklist values in Outlook.

  3. forms_xx.xml. Includes the definition for the user interface. You add a control for the new field and link it to the picklist data.

  4. Object. The Siebel CRM Desktop representation of the integration object that it receives from Siebel CRM. For example, the Opportunity Object integration object. This object includes one or more fields.

  5. Field. A Siebel CRM field, such as Channel. Each field includes the following attributes for the picklist:

    • HasPicklist. Specifies to include a picklist for the field. The value for HasPicklist must be yes.

    • PicklistIsStatic. Specifies to use a static picklist.

    • PicklistTypeId. Specifies the name of the Picklist object in Siebel CRM Desktop.

    • PicklistCollection. Specifies the name of the list of values in Siebel CRM that contains the values for the picklist. For example, the value of the PicklistCollection attribute for the Channel field of the Opportunity object is OPTY_CHANNEL_TYPE.

  6. Picklist. Provides an interface to the list of values. It exposes these values and associated labels and does the translation. The Picklist object includes the following attributes:

    • SrcObjectTypeId. References the object in the siebel_meta_info.xml file that Siebel CRM Desktop uses to get data from Siebel CRM.

    • CollectionTypeFldName. Defines the field in Siebel CRM that Siebel CRM Desktop queries to use the PicklistCollection property on the object level. For example, if the PicklistCollection property on the Channel field on the Opportunity object is set to OPTY_CHANNEL_TYPE, and if the CollectionTypeFldName attribute is set to List_Of_Values, Type, then Siebel CRM Desktop uses the following query:

      [Type]='OPTY_CHANNEL_TYPE'

    • ValueFldName. Specifies the name of the field that Siebel CRM Desktop uses to get the values for the list of values from Siebel CRM.

    • LabelFldName. Specifies the name of the label for the field that the ValueFldName attribute identifies.