Navigating the Siebel Mobile User Interface

The application user interface for Siebel Mobile is divided into three areas: The application banner, the left pane, and the right pane. The callouts in Figure 4-1 show these three areas.

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.

Figure 4-1 Siebel Mobile User Interface: Application Banner, Left and Right Panes

Note :

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

Application Banner

The application banner appears along the top of the UI, and it persists for all views. The Side Menu is available on the left side of the application banner and the following options are available on the right side as shown in Figure 4-1: Search Toolbar, PDQ (Predefined Query) drop-down list, Notification, and Settings.

Side Menu. Tap the Side Menu icon to display the Siebel Objects available in the mobile application. Selecting any Siebel object redirects you to a screen where you can manage the selected Siebel object. Table 4-1 shows the Siebel objects that are typically available from the Side Menu for each Siebel Mobile connected application.
Search Toolbar. Tap the toolbar to perform a search. For more information, see "Searching for Records in Siebel Mobile".
PDQ. Tap the drop-down list to display a list of the available predefined queries, which you can run for the object selected from the Side Menu. For more information, see "Running Predefined Queries in Siebel Mobile"
Notification. Tap the exclamation mark icon to display notification messages. For more information, see "Reviewing Notification Messages in Siebel Mobile".
Settings. Tap the photo icon to configure the behavior of and notification settings for Siebel Mobile connected applications, or to log out of Siebel Mobile connected applications. For more information, see "Configuring Application Settings for Siebel Mobile".

Table 4-1 Siebel Objects Available from the Side Menu on the Application Banner

Application	Siebel Objects
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 Chapter 5, "Using the Siebel Mobile Connected Application for Siebel Pharma."
Siebel Mobile application for Siebel Consumer Goods	The following Siebel objects are typically available from the Side Menu on the application banner: Calls, Contacts, Accounts, Routes, Orders, and Returns. For more information, see Chapter 6, "Using the Siebel Mobile Connected Application for Siebel Consumer Goods."
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 Chapter 7, "Using the Siebel Mobile Connected 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 Chapter 8, "Using the Siebel Mobile Connected Application for Siebel Field Service."
Siebel Mobile application for Siebel Finance	The following Siebel objects are typically available from the Side Menu on the application banner: Accounts, Contacts, Opportunities, Households, Financial Accounts, Activities, and Service Requests. For more information, see Chapter 9, "Using the Siebel Mobile Connected Application for Siebel Finance."

Left Pane

The left pane, on the left side of the UI, typically displays the related item information according to the object that is selected from the Side Menu. In Figure 4-1 for example, Accounts is selected from the Side Menu and the related items for Accounts are as follows: Contacts, Calls, Addresses, Affiliations, Relationships, and Attachment.

Right Pane

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

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 using

Start the browser on your mobile device.
Type the URL address for the Siebel Mobile connected application, and then log in to the application as shown in "Logging In to Siebel Mobile".

The following interface elements are present on the page that appears in landscape mode:
- Application banner. Appears along the top of the home page, and it persists for all views. For more information about the options available on the application banner, see "Application Banner".
- Left pane. Displays related item information according to the object that is selected from the Side Menu on the application banner.
- Right pane (work area). Displays context information according to the selection that you make from the Side Menu on the application banner, the left pane, and in the UI in general.
To navigate away from the current view, tap the Side Menu icon on the application banner and choose another Siebel object.
To search for records in Siebel Mobile, see "Searching for Records in Siebel Mobile".
To create, modify, or delete records in Siebel Mobile, see "Managing Records in Siebel Mobile".
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

Start the browser on your mobile device.
Type the URL address for the Siebel Mobile connected application, and then log in to the application as shown in "Logging In to Siebel Mobile".

The following interface elements are present on the page that appears in portrait mode:
- Application banner. Appears along the top of the home page, and persists for all views. For more information about the options available on the application banner, see "Application Banner".
- Work area. Displays context information according to the selection that you make from the Side Menu on the application banner and in the UI in general.
To navigate away from the current view, tap the Side Menu icon on the application banner and choose another Siebel object.
To search for records in Siebel Mobile, see "Searching for Records in Siebel Mobile".
To create, modify, or delete records in Siebel Mobile, see "Managing Records in Siebel Mobile".
To log out of Siebel Mobile, see "Logging Out of Siebel Mobile".

About the Siebel Mobile Aurora and Zante UI Themes

The Siebel Mobile application for Siebel Field Service uses 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 Consumer Goods, Siebel Sales, and Siebel Finance).

For information about navigating Siebel Mobile applications using the Aurora theme, see for example "Using the Home Page for Siebel Pharma".
For information about navigating the Siebel Mobile application for Siebel Field Service using the Zante theme, see "Using the Home Page for Siebel Field Service".
For information about how to change the UI theme for your Siebel Mobile application, see "Configuring Application Behavior Settings for Siebel Mobile".

The main difference between the Zante and Aurora themes is that the Zante theme uses second level navigation views as shown in Figure 4-2 (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".

Figure 4-2 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

In Siebel Tools go to the Object Explorer and select Screen.
Query for the screen that you want.
In the screen view, add the new view.

For each view that you add:
- Set Type to Aggregate View.
- Set the sequence number for the view.
- Do not set the Parent Category for the view.
Compile the srf and start the Siebel application.

The new view appears alongside the other second level aggregate views in the UI.

Selectin g Fields, Drop-Down Lists, and Records

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

Tap an editable field in the application to automatically display one of the following, according to the field type: drop-down list, text box, or date selector.

A star icon beside a field name indicates that the field is a required field. Some required fields have a default value, other required fields display an error if no value is entered.
Tap anywhere on a drop-down list field to open the drop-down list.
Select multiple options from an associated drop-down list.

Tap once to select an option. Tap the same option again to deselect the option.
Tap a record to open and display the record details.
Tap a related item belonging to a record to open the related item.
Close a dialog box by tapping anywhere outside the dialog box.
Double-tapping is supported in Siebel Mobile.

For example, you can close a dialog box by double-tapping the selected entry in the dialog box.

Inline Editing

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

Edit fields directly on Form (detail) and List applets without opening the Edit page for the record.
Edit fields in tables, windows and dialog boxes, and in many linked records on main record Form (detail) applets.

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

If the field is read-only, then you cannot edit the field inline.
If the field is a calculated field, then you cannot edit the field inline.

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:

As a regular check box. Tap the check box to display a check icon. Tap the check box again to remove the check icon.
As a flip switch. This is the default behavior. Tap or swipe the switch to display On. Tap or swipe the switch again to display Off.

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

Data Displa y

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.