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Example of Configuring, Enabling, and Using Multiple Organization LOVs in Handheld Applications


This topic gives an example of configuring, enabling, and using multiple organization LOVs in the Siebel Service Handheld application. Although this example is for the Siebel Service Handheld application, it pertains to all Siebel Handheld applications. You can perform these procedures differently, depending on your business model.

To configure organization LOVs in the Web Client for Siebel Service Handheld

  1. Create the new LOV type CONTACT_TYPE LOV in Siebel Tools. Enter new records for its LOV values and configure a picklist to display the LOV type.

    For information about creating new LOV types and LOV values using Siebel Tools, see Configuring Siebel Business Applications.

  2. Set up CONTACT_TYPE LOV to be organized enabled. Do this by associating the following LOV values to CONTACT_TYPE LOV for the following organizations.
    LOV Type
    LOV Value

    For Xerco Pharmaceutical Organization:

    CONTACT_TYPE LOV

    Physician

    CONTACT_TYPE LOV

    Nurse Practitioner

    CONTACT_TYPE LOV

    Pharmacy Directory

    For Medical Products Organization:

    CONTACT_TYPE LOV

    Cardiologist

    CONTACT_TYPE LOV

    Purchasing Director

    CONTACT_TYPE LOV

    Nurse Practitioner

    For information about associating organizations to LOV values and LOV types, including guidelines for setting up organization enabled lists of values, see Configuring Siebel Business Applications.

To enable organization LOV support for Siebel Service Handheld

  1. Create a new business object (SHCE LOV Internal) in Siebel Tools and attach List Of Values (Internal) buscomp to it. For more information about enabling organization LOV support, see Using Siebel Tools.
  2. Create a new default directive for Siebel Service Handheld as follows:
    1. Navigate to the Administration - Mobile screen > Application Administration view.
    2. In the Handheld Applications list, select Siebel Service for CE, and then click the Settings tab.
    3. Click New, and then enter the required information.
      Field
      Sample Data

      Name

      DefaultBusObj

      Value

      SHCE LOV Internal|0|List Of Values (Internal)|[Intersection Table Org Id]

      NOTE:  This value should correspond to the business object from which you want to extract List Of Values (Internal) buscomp.

  3. Then add a business object filter setting for Siebel Service Handheld, which will run on DefaultBusObj, as follows:
    1. Navigate to the Administration - Mobile screen > Application Administration view.
    2. In the Handheld Applications list, select Siebel Service for CE, and then click the Settings tab.
    3. Click the Business Object Filters view tab.
    4. Click New, and then enter the required information.
      Field
      Comments

      Owner

      Siebel Service for CE

      Default

      Leave unchecked

      Business Object

      Account

      Name

      OrgLOVFilter1

      Query

      [Intersection Table Org Id] is NOT NULL OR   [OrgSpecializedLOV.Internal_Organization] is NOT NULL

To use organization enabled LOVs in Siebel Service Handheld

  1. Open your Siebel Service Handheld application in your handheld device, then synchronize with the Web client. Make a note of your active position. For example, are you associated with the Xerco Pharmaceutical Organization, the Medical Products Organization, or some other organization.

    For information about how to synchronize your handheld device with your Siebel Handheld Application Server, see the online help for the Siebel Handheld application.

    NOTE:  If you do not know what your active position is, contact your system administrator.

  2. Navigate to My Contacts on your handheld device and add a new contact record.

    When you specify the contact type, the LOVs associated with your current organization (the organization to which your active position is associated) are displayed in the Type field.

    For information about how to add records, see the online help for the Siebel Handheld application.

    For example, if your active position is associated with Xerco Pharma Organization, then the Type field includes the following LOV options: Physician, Nurse Practitioner, and Pharmacy Director. But if your active position is associated with Medical Products Organization, then the Type field includes the following LOV options: Cardiologist, Purchasing Director, and Nurse Practitioner.

    NOTE:  A user can be associated with multiple organizations if they hold multiple positions, but only the organization of the active position determines which LOVs are displayed.

  3. Navigate to My Contacts on your handheld device and open an existing contact record by tapping it. Notice that when you view the contact type, the LOVs associated with the record's owner organization are displayed.

    For example, if your active position is associated with Xerco Pharma Organization, but the owner of the record you are viewing is associated with Medical Product Organization, then the LOVs displayed for the picklist are those associated with Medical Product Organization (Cardiologist, Purchasing Director, and Nurse Practitioner).

  4. Synchronize the handheld device again to copy any changes made using your handheld device with the Siebel Web Client database.

    For more information about synchronization, see Synchronizing Data on Your Handheld Device.

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