Managing Attachments Using the Siebel App

If you are using the Siebel app with Siebel Mobile version 2.0 or later, then you can manage the download and upload of attachments (in online and offline mode) using the Attachment Manager view.

The Attachments Manager view has the following tabs:

• Download Attachments. Lists all the attachments that have either finished downloading or are scheduled to download.

• Upload Attachments. Lists all the attachments that have either finished uploading or are scheduled to upload.

Each attachment record contains the following information:

• Check box. If checked, this indicates that the attachment record is selected for download or upload. If unchecked, the attachment record is not selected.

• List Order. A number in the List Order field indicates the rank or sequence number for the attachment record. You can select and (without releasing the selection) then move each row to change the record sequence, or you can type in a number manually in the List Order field to change the record sequence.

• Entity. The attachment type.

• File Name. The name of the attachment record.

• Size (KB). The size of the attachment file.

• Progress. The attachment download or upload status.

  • The attachment download status can be one of the following: Not Downloaded, Queued for Download, Downloaded, File not Available, or Downloading.

    Downloading indicates that the attachment is actively downloading and a progress bar shows the progress of the task.

  • The attachment upload status can be one of the following: Not Uploaded, Queued for Upload, Uploaded, File not Available, or Uploading.

    Uploading indicates that the attachment is actively uploading and a progress bar shows the progress of the upload.

• Speed. The attachment download or upload speed.

• Time Left. The duration of time to complete the attachment download or upload.

Note : The attachment functionality is supported in both online (connected) and offline (disconnected) mode. In disconnected mode, attachment download and upload is supported when customers install the Siebel app or use the Siebel Mobile Archive MAA file to create and deploy a customized Siebel app for iOS and Android devices. For more information, see "Using Attachments in Siebel Mobile" and "Downloading and Installing the Siebel App".

Managing Attachment Downloads

The following procedure shows you how to manage the download of attachments using the Attachment Manager view in the Siebel app. The Attachment Manager view is available in online (connected) mode after the initial full download is complete, and in offline (disconnected) mode where attachments are downloaded during the synchronization process.

To manage attachment downloads 

1. Start your iOS or Android device and then tap Siebel to start the Siebel app.

2. Log in to the application where you want to manage attachment downloads.

   After successful login, the application starts and is rendered as normal in the Siebel app. The following buttons appear under the application banner and persist for all views in the application:

        Refresh, Attachment, Home

   For more information about these buttons, see Step 6 in "Configuring the Siebel App on iOS and Android Devices".

3. Create attachment records as required.

   For more information, see "Modifying Attachment Information for an Account" and "Modifying Attachment Information for a Contact".

4. In the Siebel app, tap the Attachment button to open the Attachment Manager view, and then tap Download Attachments.

5. Reorder the Download Attachments list as required by typing in a number in the List Order field.

6. Tap the check box next to each attachment record to select that record for download.

7. Tap the Download Only on Wi-Fi check box.

8. Choose one of the following download options as required:

   • Download. Tap to queue the selected attachment records for download.

   • Remove. Tap to delete attachments belonging to the selected attachment records from the mobile device, and cancel any future downloads of or updates to the selected attachment records.

Managing Attachment Uploads

The following procedure shows you how to manage the upload of attachments using the Attachment Manager view in the Siebel app. The Attachment Manager view is available in online (connected) mode after the initial full upload is complete, and in offline (disconnected) mode where attachments are uploaded during the synchronization process.

To manage attachment uploads 

1. Start your iOS or Android device and then tap Siebel to start the Siebel app.

2. Log in to the application where you want to manage attachment uploads.

   After successful login, the application starts and is rendered as normal in the Siebel app. The following buttons appear under the application banner and persist for all views in the application: Refresh, Attachment, Home.

   For more information about these buttons, see Step 6 in "Configuring the Siebel App on iOS and Android Devices".

3. Create attachment records as required.

   For more information, see "Modifying Attachment Information for an Account" and "Modifying Attachment Information for a Contact".

4. In the Siebel app, tap the Attachment button to open the Attachment Manager view, and then tap Upload Attachments.

5. Reorder the Upload Attachments list as required by typing in a number in the List Order field.

6. Tap the check box next to each attachment record to select that record for upload.

7. Tap the Upload Only on Wi-Fi check box.

8. Choose one of the following upload options as required:

   • Upload. Tap to queue the selected attachment records for upload.

   • Remove. Tap to delete attachments belonging to the selected attachment records from the mobile device, and cancel any future uploads of or updates to the selected attachment records.