Managing Records in Siebel Mobile

This topic contains the following information:

• "Creating Records in Siebel Mobile"

• "Linking Records to Your Selected Record"

• "Searching for Records in Siebel Mobile"

• "Modifying Records in Siebel Mobile"

• "Deleting Records in Siebel Mobile"

• "About the Cogwheel Icon in Siebel Mobile"

• "Reviewing Record Summary Information"

• "Displaying the Total Number of Records"

• "Creating Bookmarks in Siebel Mobile"

• "Formatting the Columns to Display in the List View"

• "Configuring the Number of Records Displayed on Mobile Devices"

Creating Records in Siebel Mobile

You can add a record using the plus (+) icon or create a new record using the double plus (++) icon from different areas within Siebel Mobile.

When you add or create records, note the following about data entry:

• You can type information directly into some fields, or select values from a drop-down list.

• When you tap some fields, another dialog box appears from which you can select values or type values.

• For some fields that already have a value, you can tap an icon to the right of the field to display a window from which you can select values or type values.

  For example, you can tap the pin icon to display location details. For more information, see "Displaying Location Details in Siebel Mobile".

• A star icon beside a field name indicates that the field is a required field.

To add or create records in Siebel Mobile 

1. From any page within your Siebel Mobile connected application, tap the plus (+) icon or the double plus (++) icon.

2. Type in the details for the new record.

3. You must navigate away from the record to save it.

Linking Records to Your Selected Record

You can link one record to another. Linking records gives you access to all related information from records that you view. For example, you can see a complete view of customer information by linking contacts, opportunities, and activities to an account record.

You can associate a single record (single association) to the record that you are working with or you can select multiple records (multiple associations) to link to the record that you are working with as follows:

• Single associations are supported in form and list views. For example, when associating an existing contact to an account in the Siebel Mobile application for Siebel Pharma, you can select the contact in the single-association popup window that opens.

• Multiple associations are supported in form and list views. For example, when creating an account call in the Siebel Mobile application for Siebel Pharma, you can select multiple contacts to attend a call using the Attendees related item. A multi association popup window opens when you tap Attendees, and you can select one or more contacts as required.

Search supports searches for values within a single-association or multiassociation popup window. This feature enables you to filter search results.

Searching for Records in Siebel Mobile

You can perform a global search in Siebel Mobile by tapping the search toolbar, shown in Figure 4-1, on the application banner. Elsewhere in Siebel Mobile, you can search or query for records provided that a search control has been configured in Siebel Tools for the specific view or applet in question.

If you do not see a search bar when you navigate to a view or applet in Siebel Mobile, then a search control has not been configured in Siebel Tools for that particular view or applet.

You perform searches in Siebel Mobile in the same way that you perform searches in Siebel CRM. For more information about querying and searching for records in Siebel CRM, see Siebel Fundamentals Guide. For more information about configuring Siebel search controls, see Siebel Search Administration Guide.

Modifying Records in Siebel Mobile

Use the following procedure to modify records in Siebel Mobile.

To modify records  

• From any Form (detail) applet within Siebel Mobile, do the following:

  • Tap the record field that you want to update, and update the field value. You might not be allowed to update all fields in the record.

  • Navigate away from the record or tap Save to save your changes to it.

Deleting Records in Siebel Mobile

The following procedure shows you how to delete records in Siebel Mobile. Users can delete the records that they own only in online mode. The delete button is disabled for business components that are marked as Owner Delete.

To delete records  

1. Navigate to and select the record that you want to delete.

2. Tap the dustbin icon and then tap Yes when prompted for confirmation to delete the record.

   In list format, you can also swipe (from left to right) over the record you want to delete and then tap Delete.

About the Cogwheel Icon in Siebel Mobile

A cogwheel icon typically appears on all list and detail pages in Siebel Mobile. The following options are available when you select the cogwheel icon, but you can configure other options for the cogwheel menu as required by using Siebel Tools:

• About Record. See "Reviewing Record Summary Information".

• Record Count. See "Displaying the Total Number of Records".

• Create Bookmark. See "Creating Bookmarks in Siebel Mobile".

• Columns Displayed. See "Formatting the Columns to Display in the List View".

For more information about configuring the cogwheel menu for Siebel Mobile, see Configuring Siebel Open UI.

Reviewing Record Summary Information

Use the following procedure to review the summary information for a selected record.

To review record summary information in Siebel Mobile 

1. Navigate to and select the record whose summary information you want to review.

2. Tap the cogwheel icon in the work area and then select About Record.

   The summary information for the selected record appears and includes the following data:

   • The date when the record was created and by whom

   • The last date the record was updated and by whom

   • The number of modifications that have been made to the record

3. Tap OK to close the record summary information.

Displaying the Total Number of Records

Use the following procedure to display the total number of records in a parent object.

To display the total number of records in a parent object  

1. Navigate to the parent object view that you want by doing one of the following:

   • Tap the Side Menu icon on the application banner and then select an object from the drop-down list.

   • Tap the Side Menu icon, select an object from the drop-down list, and then a related item from the left pane.

2. Tap the cogwheel icon in the work area and then select Record Count.

   The total number of records in the parent object is returned.

3. Tap OK to close the record count information.

Creating Bookmarks in Siebel Mobile

Use the following procedure to create bookmarks for information that you want to return to later.

To create bookmarks in Siebel Mobile 

1. From any page or view within Siebel Mobile, tap the cogwheel icon, and then select Create Bookmark.

   A dialog box opens showing the URL address for the current page.

2. Copy the URL address and save it elsewhere (for example, in an email).

3. Tap OK to close the dialog box.

Formatting the Columns to Display in the List View

Use the following procedure to specify the columns to appear in the list view and in what order. Columns Displayed option is available on list pages only. Columns Displayed is not available on detail pages.

To format the columns to display in the list view  

1. Navigate to the object view that you want by doing one of the following:

   • Tap the Side Menu icon on the application banner and then select an object from the drop-down list.

   • Tap the Side Menu icon, select an object from the drop-down list, and then a related item from the left pane.

2. Tap the cogwheel icon in the work area and then select Columns Displayed.

3. In the dialog box that opens, do the following:

   1. Use the left and right arrows to move the column items between the Selected Columns list and the Available Columns list.

   2. Use the up and down arrows to reorder the Selected Columns list.

   3. Save the changes when finished.

Configuring the Number of Records Displayed on Mobile Devices

In Siebel CRM, you can configure the number of records displayed on mobile devices at the applet or application level using the following parameters:

• HTML Number of Rows (applet parameter). Specifies the number of rows that Siebel CRM displays in the user interface for a particular list applet. If this parameter is not set (or is empty), then Siebel CRM uses the value specified in the NumberOfListRows parameter in the application configuration file to determine the number of rows to display in the UI. For more information about the HTML Number Of Rows applet parameter, see the topic about Applet in Siebel Object Types Reference.

• NumberOfListRows (application parameter). Specifies the default number or records or rows to display per page on mobile devices. This parameter applies or is used only when a given applet's HTML Number of Rows parameter is not set. For more information about using the NumberOfListRows application parameter, to configure the number of records displayed on each page, see the following procedure.

• If neither the HTML Number of Rows applet parameter nor the NumberOfListRows application parameter are set, then Siebel CRM displays 10 records by default.

To facilitate smooth scrolling in list applets on mobile devices, the Siebel CRM client framework fetches three times the number of records specified by the HTML Number of Rows applet parameter or the NumberOfListRows application parameter. This keeps a buffer of records on the client which is higher than the displayed number of records so that the client does not have to go to the server every time a small scroll occurs. If neither parameter is set, for example, then a mobile device would display 10 records by default in the UI but fetch 30 records (and only 10 records would be visible in the UI at any one time).

To configure the number of records displayed on each page 

1. In the Siebel Web client, navigate to the Administration - Web Browser screen and then the Browsers view.

2. Select the entry for which you want to configure the number of records displayed on each page, or if there is not entry, create one by selecting New Record from the drop-down list.

3. With the browser selected, click the Capabilities list.

4. If the NumberOfListRows appears in the list, then select it, click Edit, set the Capability Value to <the number of records to display per page >, and then save the record.

5. If the NumberOfListRows does not appear in the list, then click New.

   In the Add Capabilities dialog box that appears, the NumberOfListRows may or may not appear in the list of capabilities.

   1. If the NumberOfListRows appears in the list, then do the following:

      • Select NumberOfRows in the list and click OK.

      • In the Capabilities list, select NumberOfListRows, click Edit and then set the Capability Value to <the number of records to display per page>.

      • Save the record.

   2. If the NumberOfListRows does not appear in the list, then do the following:

      • Click New.

      • Set the Capability Name to NumberOfListRows.

      • Set the Capability Value to <the number of records to display per page>.

      • Save the record.