Developing Data Filters for Siebel Mobile Disconnected Applications

The following general steps are recommended for developing synchronization filters for Siebel Mobile disconnected applications:

1. Identify the screens and views of your application. Then identify the business components that are required to support each screen and view, noting the areas where each business component occurs. For example, identify the form, list, or pick applets that are based on each business component.

2. Within Siebel Tools, establish the base parent-child relationships and any reverse relationships at the component level.

3. Review the business components that occur in picklists, and consider creating business component filters for those that will cause large numbers of records to synchronize with the mobile application. For each business component, determine whether it is possible to apply a search specification to all instances of the business component within the Siebel Mobile disconnected application. Develop a set of suitable business component filters in the Administration - Siebel Mobile, Application Administration view.

   Common examples of business components that are suitable for global business component filters include:

   • Employees (for large organizations)

   • Activities (for example, filter for current activities or activities of only certain kinds)

   • Accounts (for example, by geography)

   • Products (for example, active, or orderable products)

   • Orders (for example, open or closed in the last three months)

4. Create appropriate business object synchronization filters for each business object, and make sure that each business object includes a default filter. Default filters make sure that users avoid downloading too many records accidentally. Business object filters are created and maintained in the Administration - Siebel Mobile, Application Administration view.

   
   

   Note: In a multilingual environment, default filters are created for the primary language only. If your environment is multilingual, then you must configure additional filters for each additional language that you want to run.