8 Getting Started with Siebel Mobile Disconnected Applications

Getting Started with Siebel Mobile Disconnected Applications

This chapter describes how to get started with Siebel Mobile applications, and the common procedures that you can execute in online (connected) and offline (disconnected) mode in all applications. Tasks and features that are not supported in offline mode are called out. It includes the following topics:

Logging In to Siebel Mobile

This topic describes how to log in to Siebel Mobile on your mobile device.

Note: Siebel Mobile disconnected applications are supported only on Safari and Chrome browsers.

To log in to Siebel Mobile

  1. Start the browser on your mobile device.
  2. Type the URL address for the Siebel Mobile disconnected application in the following format:
http:////

For example, if the Web site is www.localhost.com and the Siebel Application Object Manager component (Objmgr) is epharmam_enu, salesm_enu, and servicem_enu, then the URL is as follows:

http://www.localhost.com/epharmam/enu http://www.localhost.com/salesm/enu http://www.localhost.com/servicem/enu
UserID: JSmith Password: password 

Note: In offline mode, you will not be prompted to re-enter your login credentials when you relaunch the mobile application after performing a full download.

Do you want to allow "http://localhost" to use up to 50MB of storage on your iPad

Logging Out of Siebel Mobile

This topic describes how to log out of Siebel Mobile on your mobile device.

Note: Log out is supported only in online mode.

To log out of Siebel Mobile

Navigating the Siebel Mobile User Interface

The application user interface for Siebel Mobile is divided into three areas: the side pane, the main pane, and the application banner. These areas are shown in the following image.



If you navigate away from the Siebel Mobile application in online or offline mode and then return to the application, then the application reloads. The current application context is also maintained even after the application reloads. You can navigate away from the mobile application by, for example, selecting a URL link from within the application on your iPad or switching to another application.

Note: If using the Siebel App on an iOS or Android device to access Siebel Mobile applications, then the following buttons appear on the side of the screen (under the application banner): Refresh, Attachment, and Home. For more information about these buttons and about using the Siebel app to log in to an application, see Configuring the Siebel App on iOS and Android Devices.

Side Pane

The side pane appears to the side of the UI and typically displays the related item information according to the object that is selected from the Side Menu. In the previous image in, for example, Accounts is selected from the Side Menu and the related items for Accounts are: Contacts, Calls, Addresses, Affiliations, Relationships, and Attachment.

Main Pane

The main pane or work area of the UI typically displays context information according to the selection that you make in the Side Menu on the application banner, in the side pane, and in the UI in general.

Application Banner

The application banner appears across the start of each page in the UI and it persists for all views. The Side Menu is available on one side of the application banner and the following options are available on the other side of the application banner, as shown in previous image: Search Toolbar, PDQ (Predefined Query) drop-down list, Notification , Airplane , and Settings.

Table Siebel Objects Available from the Side Menu on the Application Banner

Siebel Mobile application for Siebel Pharma

The following Siebel objects are typically available from the Side Menu on the application banner: Calls, Accounts, and Contacts. For more information, see Using the Siebel Mobile Disconnected Application for Siebel Pharma.

Siebel Mobile application for Siebel Sales

The following Siebel objects are typically available from the Side Menu on the application banner: Accounts, Contacts, Leads, Opportunities, Quotes, Orders, and Activities. For more information, see Using the Siebel Mobile Disconnected Application for Siebel Sales.

Siebel Mobile application for Siebel Field Service

The following Siebel objects are typically available from the Side Menu on the application banner: Activities, Service Requests, Accounts, Browser, Orders, Invoices, Assets, and Shifts. For more information, see Using the Siebel Mobile Disconnected Application for Siebel Field Service.

Navigating Siebel Mobile in Landscape Mode

Siebel Mobile works with a variety of mobile and tablet devices. If you are familiar with navigating iPad applications, then you will find that navigating Siebel Mobile is similar. The following procedure shows you how to navigate Siebel Mobile . This procedure assumes that your mobile device is in landscape mode.

To navigate Siebel Mobile in landscape mode

  1. Start the browser on your mobile device.
  2. Type the URL address for the Siebel Mobile application, and then log in to the application as shown in the following image. The following interface elements are present on the page that appears in landscape mode:
  3. To navigate away from the current view, tap Side Menu and choose another Siebel object.
  4. To search for records in Siebel Mobile , see Searching for Records in Siebel Mobile.
  5. To create, modify, or delete records in Siebel Mobile , see Managing Records in Siebel Mobile.
  6. To log out of Siebel Mobile , see Logging Out of Siebel Mobile.

Navigating Siebel Mobile in Portrait Mode

You navigate Siebel Mobile in portrait mode in much the same way as in landscape mode, except for one difference. The home page displays only the application banner and the work area by default. That is, there is only one pane in portrait mode. The following procedure shows you how to navigate Siebel Mobile in portrait mode. This procedure assumes that your mobile device is in portrait mode.

To navigate Siebel Mobile in portrait mode

  1. Start the browser on your mobile device.
  2. Type the URL address for the Siebel Mobile application, and then log in to the application as shown in the following image. The following interface elements are present on the page that appears in portrait mode:
  3. To navigate away from the current view, tap Side Menu and choose another Siebel object.
  4. To search for records in Siebel Mobile , see Searching for Records in Siebel Mobile.
  5. To create, modify, or delete records in Siebel Mobile , see Managing Records in Siebel Mobile.
  6. To log out of Siebel Mobile , see Logging Out of Siebel Mobile.

About the Siebel Mobile Aurora and Zante UI Themes

The Siebel Mobile applications for Siebel Field Service and Siebel Consumer Goods use the Zante UI theme by default, which is different from the Aurora UI theme which is the default theme used by the other Siebel Mobile applications (for Siebel Pharma, Siebel Sales, and Siebel Finance).

The main difference between the Zante and Aurora themes is that the Zante theme uses second level navigation views as shown in the following image (see Level 2 Aggregate Views). For information about how to set up second level navigation views for your Siebel application, see Configuring Second Level Navigation Views.


Siebel Mobile User Interface Aurora and Zante Theme Comparison

Configuring Second Level Navigation Views

You can configure second level navigation views in Siebel Tools for your Siebel application as required.

To configure second level navigation views for your application

  1. In Siebel Tools go to the Object Explorer and select Screen.
  2. Query for the screen that you want.
  3. In the screen view, add the new view. For each view that you add:
  4. Update the repository and deliver the updates, then start the Siebel application. The new view appears alongside the other second level aggregate views in the UI.

Selecting Fields, Drop-Down Lists, and Records

When selecting fields, drop-down lists, and records in Siebel Mobile , you can perform the following actions:

Inline Editing

Inline editing is configured by default in Siebel Mobile and allows you to do the following:

You cannot edit fields inline if any one of the following is true:

After you edit the fields in a record, you must navigate away from the record to save your changes to it.

Check Boxes

Check boxes can be configured to appear in one of the following formats in your mobile application:

For more information about customizing check boxes, see Configuring Siebel Open UI .

Data Display

For each applet in your mobile application, you can configure the data in the applet to display in list, tile, or tabular format. For more information about how to configure lists, tiles, and tables for Siebel Mobile data, see Configuring Siebel Open UI .

Managing Records in Siebel Mobile

This topic contains the following information:

Creating Records in Siebel Mobile

You typically add a record by tapping Add (the plus (+) icon) or create a new record by tapping New (the plus (+) or double plus (++) icon) from different areas within Siebel Mobile . You can add and create records in both online and offline mode.

Note: Creating new records in offline mode is supported in Siebel CRM 18.9 Update and later releases.

When you add or create records, note the following about data entry:

Note: This field functionality is supported only in online mode.

To add or create records in Siebel Mobile

  1. From any page within your Siebel Mobile application, tap Add (the plus (+) icon) or New (the plus (+) or double plus (++) icon).
  2. Type in the details for the new record.
  3. You must navigate away from the record to save it.

Note: In the case of child views where records are being associated, you can associate only a downloaded record with a selected record using Add in offline mode.

Linking Records to Your Selected Record

You can link one record to another. Linking records gives you access to all related information from records that you view. For example, you can see a complete view of customer information by linking contacts, opportunities, and activities to an account record.

You can associate a single record (single association) to the record that you are working with or you can select multiple records (multiple associations) to link to the record that you are working with as follows:

Search supports searches for values within a single-association or multiassociation popup window. This feature enables you to filter search results.

Searching for Records in Siebel Mobile

You can perform a global search in Siebel Mobile by tapping the search toolbar on the application banner. Elsewhere in Siebel Mobile , you can search or query for records provided that a search control has been configured in Siebel Tools for the specific view or applet in question.

If you do not see a search bar when you navigate to a view or applet in Siebel Mobile , then a search control has not been configured in Siebel Tools for that particular view or applet.

You perform searches and inline queries (using Query, the magnifying glass icon) in Siebel Mobile in the same way that you do in Siebel CRM. For more information about querying and searching for records in Siebel CRM, see Siebel Fundamentals Guide . For more information about configuring Siebel search controls, see Siebel Search Administration Guide .

Note: The search toolbar is supported only in online mode. Performing an inline query in offline mode is supported in Siebel CRM 18.9 Update and later releases.

Modifying Records in Siebel Mobile

Use the following procedure to modify records in Siebel Mobile .

To modify records