1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Removing Child Objects

Removing Child Objects

This topic describes an example of how to remove a child object. It describes how to remove the child notes section from the parent contact form. You comment out the object that Siebel CRM Desktop must remove in the various XML files instead of removing the object from the customization package.

To remove child objects

  1. Remove the objects from the client:

    For more information about the objects that this step removes, see Example of Removing Child Objects:

    1. Use an XML editor to open the forms_xx.xml file.

    2. Locate, and then comment the following code:

      <!-- notes view -->
.
.
.
<!-- end notes view -->

      To comment this code, you remove the intervening comment characters. For example:

      <!-- notes view
.
.
.
end notes view -->

      For more information, see Commenting in XML.

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

    4. Locate, and then comment the following code:

      register_view_control_with_button(ctx, "Contact.Contact_Note","notes_view",
"btn_add_note", "btn_remove_note", null, {"created_from_ctx_type": "link_me",
"custom_view_ctrl": true });

      To comment this code, you add the following characters at the beginning and end of the code segment:

      /*
  .
  .
  .
/

      For example:

      /*
register_view_control_with_button(ctx, "Contact.Contact_Note","notes_view",
"btn_add_note", "btn_remove_note", null, {"created_from_ctx_type": "link_me",
"custom_view_ctrl": true });
/

      For more information, see Registering View Controls and Commenting in JavaScript.

  2. Make sure Siebel CRM Desktop does not synchronize data for the objects that uses in the notes section of the view:

    1. Use an XML editor to open the siebel_basic_mapping.xml file

      .

    2. Locate, and then comment the following code:

      type id="Contact.Contact_Note"
icon="type_image:Contact.Contact_Note:16">
  <field id ="Contact Id">
    <type>
      <simple type="binary"/>
    </type>
  </field>
<field id ="Note Type">
  <type>
    <simple type="string"/>
  </type>
</field>
  <field id ="Note">
    <type>
      <simple type="string"/>
    </type>
  </field>
  <field id ="Created">
    <type>
      <simple type="datetime"/>
    </type>
  </field>
  <field id ="Created By">
    <type>
      <foreign_key>
        <type_id>Employee</type_id>
      </foreign_key>
    </type>
  </field>
  <field id ="Created By Name">
    <type>
      <simple type="string"/>
    </type>
  </field>
  <field id ="NoteStatus">
    <type>
      <simple type="string"/>
    </type>
  </field>
</type

      To comment this code, you add the following characters at the beginning and end of the code segment:

      <!--
  .
  .
  .
-->

      For example:

      <!-- type id="Contact.Contact_Note"
.
.
.
</type -->

      For more information, see Commenting in XML.

    3. Locate, and then comment the following code:

      type id="Contact.Contact_NoteNote TypePicklist"
icon="type_image:Contact.Contact_NoteNote TypePicklist:16">
  <field id ="Label">
    <type>
      <simple type="string"/>
    </type>
  </field>
  <field id ="Value">
    <type>
      <simple type="string"/>
    </type>
  </field>
  <field id ="SortOrder">
    <type>
      <simple type="integer"/>
    </type>
  </field>
  <field id ="IsDefault">
    <type>
      <simple type="boolean"/>
    </type>
  </field>
</type

      This step prevents Siebel CRM Desktop from processing data for the picklist object that it uses for the note object type.

    4. Use an XML editor to open the siebel_meta_info.xml file.

    5. Locate, and then comment the following code:

      object TypeId='Contact.Contact_Note'
Label='#obj_conatct_note' LabelPlural='#obj_conatct_note_plural'
EnableGetIDsBatching='true'IntObjName='CRMDesktopContactIO'SiebMsgXmlElemNam
e='ContactNote'SiebMsgXmlCollectionElemName='ListOfContactNote' >
<viewmodes General="All" Dedup="All" />
<open_with_url_tmpl>
<![CDATA[:[:(protocol):]://:[:(hostname):]::[:(port):]/sales/_:[:(lan
g):]?SWECmd=GotoView&SWEView=Contact+Note+View&SWERF=1&
SWEHo=:[:(hostname):]&SWEBU=1&SWEApplet0=Contact+Form+Applet&SWERowId0=:[:(p
arent_id):]&SWEApplet1=Contact+Note+Applet&SWERowId1=:[:(own_id):]]]>
  </open_with_url_tmpl>
  <extra_command_options>
    <option Name='PrimaryKey1M' Value='Id' />
    <option Name='ForeignKey1M' Value='Contact Id'/>
    <option Name='Cardinality' Value='1M' />
    <option Name='ServerServiceVersion' Value='2'/>
  </extra_command_options>
<field Name='Conflict Id' Label='Conflict Id' DataType='DTYPE_ID'
IsFilterable='no' IsHidden='yes'IOElemName='ConflictId' />
<field Name='Contact Id' Label='Contact Id' DataType='DTYPE_ID'
IsNullable='no' IsFilterable='no'IsRefObjId='yes' RefObjTypeId='Contact'
RefObjIsParent='yes'IsPartOfUserKey='yes' IOElemName='ContactId' />
<field Name='Created'Label='#fld_contact_contact_note@created'
DataType='DTYPE_DATETIME' IsPartOfUserKey='yes'IOElemName='Created' />
<field Name='Created By' Label='Created By' DataType='DTYPE_ID'
IsFilterable='no' IsRefObjId='yes' RefObjTypeId='Employee'
IOElemName='CreatedBy' />
<field Name='Created By Name'
Label='#fld_contact_contact_note@created_by_name' DataType='DTYPE_TEXT'
IOElemName='CreatedByName' />
<field Name='Created Date' Label='Created Date' DataType='DTYPE_UTCDATETIME'
IsHidden='yes' IOElemName='CreatedDate' />
<field Name='DS Updated' Label='DS Updated' DataType='DTYPE_DATETIME'
IsFilterable='no' IsHidden='yes' IsTimestamp='yes' IOElemName='DBLastUpd' />
<field Name='Id' Label='Id' IsPrimaryKey='yes' DataType='DTYPE_ID'
IsFilterable='no' IsHidden='yes' IsPartOfUserKey='yes' IOElemName='Id' />
<field Name='Mod Id' Label='Mod Id' DataType='DTYPE_ID' IsFilterable='no'
IsHidden='yes' IOElemName='ModId' />
<field Name='Note' Label='#fld_contact_contact_note@note'
DataType='DTYPE_NOTE' IOElemName='Note' />
<field Name='Note Type' Label='#fld_contact_contact_note@note_type'
DataType='DTYPE_TEXT' HasPicklist='yes' PicklistIsStatic='yes'
PicklistCollectionType='FINS_NOTE_ALERT_MLOV'
PicklistTypeId='List_Of_Values' IOElemName='NoteType' />
<field Name='Private' Label='Private' DataType='DTYPE_BOOL' IsHidden='yes'
IOElemName='Private' />
<field Name='Updated' Label='Updated' DataType='DTYPE_DATETIME'
IsHidden='yes' IOElemName='Updated' />
<field Name='Updated By' Label='Updated By' DataType='DTYPE_ID'
IsFilterable='no' IsHidden='yes' IOElemName='UpdatedBy' />
</object>

      This step prevents Siebel CRM Desktop from processing data for the note object.

  3. Modify the connector configuration:

    1. Use an XML editor to open the connector_configuration.xml file.

    2. Locate, and then comment the following code:

      type id="Contact.Contact_Note">
<view
label="#obj_conatct_note"label_plural="#obj_conatct_note_plural"small_icon="
type_image:Note:16"normal_icon="type_image:Note:24"large_icon="type_image:No
te:48" suppress_on_top="true">
</view>
<synchronizer name_format=":[:(Note):]"threshold="10">
  <links>
    <link required="true"owned="true">Contact Id</link>
  <link>Created By</link>
  </links>
    </synchronizer>
  </type

      This step removes the definition of the note object.

    3. Locate, and then comment the following code:

      type id="Contact.Contact_Note">
  <group link="or">
    <collection container_type="Contact" foreign_key="Contact Id">
      <primary_restriction>
        <group link="and">
        </group>
      </primary_restriction>
      <container_restriction>
        <group link="and">
        </group>
      </container_restriction>
    </collection>
  </group>
</type

      This step removes the definition of the note object from the filter presets.

  4. Modify the business logic:

    1. Use an XML editor to open the business_logic.js file.

    2. Locate, and then comment the following code:

      add_direct_link("Contact.Contact_Note", "Contact", "ContactId", true, null,
false, "NoteStatus", null, true);

      To comment this code, you can add two forward slashes at the beginning of the code. For example:

      //add_direct_link("Contact.Contact_Note", "Contact", "ContactId", true, null,
false, "NoteStatus", null, true);

      This step removes the definition that Siebel CRM Desktop uses for the link between the Contact object and the Contact_Note object.

    3. Locate, and then comment the following code:

      add_simple_trigger(form_helpers.create_dialog_show("Note Dlg",{
"form_handler": forms.notes_dialog, "dialog_template_params":
{"picklist_type": "Contact.Contact_NoteNote TypePicklist" } }),null,
"Contact.Contact_Note", null, "show");

      This step removes the trigger that Siebel CRM Desktop uses to open the Note dialog box.

    4. Locate, and then comment the following code:

      scheme.objects.get_object("Contact.Contact_Note").get_field("Note
Type")["initial_value_res"]
="lang_contact_note_initial_type"scheme.objects.get_object("Contact.Contact_
Note").get_field("Created")["initial_value_fn"] =
get_current_date;scheme.objects.get_object("Contact.Contact_Note").get_field
("Created By Name")["initial_value_fn"] =

get_current_user_login;scheme.objects.get_object("Contact.Contact_Note")["in
itial_links_fn"] = prefill_owner;

      To comment this code, you can add forward slashes and asterisks. For more information, see Commenting in JavaScript. This step removes the definitions that Siebel CRM Desktop uses for predefault values.