Siebel CRM Siebel Mobile Guide: Disconnected Siebel Innovation Pack 2015, Rev. D E52427-01 |
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Note : You must be connected to the Siebel Server to perform the procedures described in this topic. In offline mode, you will not be able to access application settings for Siebel Mobile. |
You can configure the application settings for Siebel Mobile using the photo icon, which is shown in Figure 8-1, on the application banner. When you tap the photo icon on the application banner, the following information appears:
The logged in user's photo, provided one is uploaded to the user's profile on Siebel Server. Otherwise, a default generic photo appears. For more information, see "Uploading a User Profile Image to Siebel Server".
The logged in user's name and email address.
The following options: Settings and Logout.
Settings. This option has the following suboptions: Behavior and Notifications.
Behavior. See "Configuring Application Behavior Settings for Siebel Mobile".
Notifications. See "Configuring Notification Settings for Siebel Mobile".
Log Out. See "Logging Out of Siebel Mobile".
The following procedure shows you how to upload a user profile image to Siebel Server. This uploaded user profile image will appear instead of the default generic photo for Settings in Siebel Mobile disconnected applications.
To upload a user profile image to Siebel Server
Log in to the Siebel business application.
Navigate to the Administration - User screen, then the Persons view.
Select the record whose user profile image you want to personalize.
Go to the Image field on the form that appears and do one of the following as required:
Type the full relative path to an image on a local server, for example, as follows:
c:/images/photo.png
Type the full URL address to an image stored externally, for example, as follows:
http://<xyz.server.com>/-7rbVFtLM9yE/AAAAAAAAAAI/AAAAAAAAAAA/lCL18P-yc8I/s96-c/photo.jpg
Save the changes when finished.
When the user next logs in to the application, Settings on the application banner shows the logged in user's profile image that is uploaded to the Siebel Server, and not the default generic photo.
Note : You must be connected to the Siebel Server to perform this task. |
You use the Behavior option under Settings to configure the application behavior for Siebel Mobile including the startup view, navigation control, UI theme, and view transition.
Startup View. The default startup view for Siebel Mobile varies according to the mobile application that you are using, but you can change the startup view as required.
Navigation Control. The default navigation control for Siebel Mobile disconnected applications is Side Menu (hamburger navigation control), but you can change this to Tab or Tree as required, provided that the control is configured for your mobile application.
Theme. The default UI theme that is used by Siebel Mobile disconnected applications is Mobile Theme, but you can change this to a custom theme as required, provided that a custom theme is configured for your mobile application.
Transition. The default view transition that is set for Siebel Mobile disconnected applications is None, but you can change this to a custom view transition as required, provided that a custom view transition is configured for your mobile application.
For more information about navigation control configuration, creating a new mobile theme, and creating a custom view transition for Siebel Mobile, see Configuring Siebel Open UI.
To configure the application behavior settings for Siebel Mobile
Tap the photo icon on the application banner, and then select the Settings option.
Tap Behavior, and then complete the fields shown in the following table as required.
Field | Description |
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Startup View | The name of the view to display when the mobile application starts. Tap Startup View, and select a view from the drop-down list. |
Navigation Control | Specifies the navigation control to use in the mobile application. Tap Navigation Control, and select one of the following options as required:
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Theme | The UI theme to use throughout the mobile application. Tap Theme, and select a theme from the drop-down list. |
Transition | The view transition mode to use when moving from one view or applet to another view or applet in the mobile application. Tap Transition, and select a view transition from the drop-down list. The options are: None, Slide In, Slide Left, Flip, and Fade. |
Confirm Before Deleting Record | Specifies whether or not to prompt users for confirmation before deleting a record, as follows:
Tap the Confirm Before Deleting Record option so that a check icon or On appears. Tap the option again so that X or Off appears. |
Log Events | Set Log Events to one of the following options to configure Logging for Siebel Mobile disconnected applications: Metadata Extraction, Data Extraction - Basic, Data Extraction - Detailed, ClientSystem, UpSync, or All. For more information, see "Siebel Mobile Disconnected Application Logging". |
Save the changes when finished.
Note : You must be connected to the Siebel Server to perform this task. |
You use the Notifications option under Settings to configure the settings for notification messages in your Siebel Mobile disconnected application.
To configure notification settings for Siebel Mobile
Tap the photo icon on the application banner, and then select the Settings option.
Tap Notifications, and then complete the fields shown in the following table as required.
Field | Description | Example Value |
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Update Interval (Seconds) | Type the time interval in seconds at which you want notifications to refresh. | 120 |
Prefix of Normal Priority Message | Type the text to appear before a normal-priority message. This aids accessibility. For example, a letter is useful if you have difficulty distinguishing the colors of the messages. | N |
Prefix of High Priority Message | Type the text to appear before a high-priority message. This aids accessibility. For example, a letter is useful if you have difficulty distinguishing the colors of the messages. | H |
Prefix of Urgent Priority Message | Type the text to appear before an urgent-priority message. This aids accessibility. For example, a letter is useful if you have difficulty distinguishing the colors of the messages. | U |
Save the changes when finished.