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Limiting Views Available to Mobile Web Clients

Every mobile user is assigned a routing model to help optimize the size of that user's mobile database. To match the data routed to mobile users assigned to some of these routing models, administrators can limit the views for these users. Administrators should limit views for all mobile users except those who use the Standard routing models or models that are similar to the Standard models, such as Life Sciences User routing model or the Handheld User routing model.

Determining what views a mobile user sees depends upon the responsibilities assigned to that user and the views attached to these responsibilities. The list of views attached to a specific responsibility are listed and administered in the Responsibilities view within Siebel's Administration - Application screen. For more information about this topic, see Using the Responsibilities View.

Each view attached to a responsibility includes a Local Access flag. Limiting views is accomplished by turning off the Local Access flag for views that a particular mobile user does not need.

NOTE:  A particular user may have two or more responsibilities that include the same view. If Local Access=False (cleared) for this view in any of the user's responsibilities, then the view is not available on the Mobile Web Client. This view will not appear in any Navigation element, including the Site Map.

One way to limit views that are available to mobile users is to make sure that responsibilities that include "Routing Model" in the responsibility name include even views that mobile users should not see. Then, turn off Local Access for those views in the Routing Model responsibilities. Provided that each mobile user is assigned to a Routing Model responsibility, taking this action is sufficient to limit the mobile users' access to the applicable views, so that you need not inspect local access settings for other responsibilities.

The responsibilities with the Routing Model suffix include: Sales Representative Routing Model, Sales Manager Routing Model, Minimal Data Routing Model, and Analyst Routing Model.

A mobile user will have access to that user's normal views when operating either as a dedicated Web client or a Web client. The limitation on the visibility of views only applies while operating as a Mobile Web Client.