Siebel CRM Siebel Mobile Guide: Connected Siebel Innovation Pack 2017, Rev. A E52426-01 |
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You can configure the application settings for Siebel Mobile using Settings (the photo icon), which is shown in Figure 4-1, on the application banner. When you tap Settings 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. 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".
You can set a user profile image for your application, which involves uploading a user profile image to Siebel Server. The uploaded user profile image will appear instead of the default generic photo for Settings in Siebel Mobile connected applications. For more information about uploading a user profile image to Siebel Server, see the topic about setting a user profile image in Siebel Online Help.
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 connected 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 UI theme that is used by Siebel Mobile connected applications. 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 connected 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 Settings (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. The following themes are available:
For more information about the UI themes, see "About the Siebel Mobile Aurora and Zante UI Themes". |
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:
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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 mark icon or On appears. Tap the option again so that X or Off appears. |
Log Events | This field applies to Siebel Mobile disconnected applications only. |
Save the changes when finished.
You use the Notifications option under Settings to configure the settings for notification messages in your Siebel Mobile connected application.
To configure notification settings for Siebel Mobile
Tap Settings (the photo icon) on the application banner, and then select the Settings option.
Tap Notification (the exclamation mark icon), 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.