Keyboard Navigation and Shortcuts

This chapter describes how to navigate the keyboard and use keyboard shortcuts in your Web application. It includes the following topics:

Keyboard Navigation

Keyboard shortcuts allow you to use sequences of keystrokes as an alternative to the mouse for executing commands and navigating through the application. Typically these key sequences are combinations of CTRL, ALT, and SHIFT, along with the standard keys on your keyboard.

Many of the default keyboard shortcuts provided by your browser are also available for use in your application. For example, you can navigate sequentially through fields within the application views using TAB.

A full set of keyboard shortcuts is included in Siebel applications, but administrators can change these keyboard shortcuts in Siebel Tools. For information about the keyboard shortcuts available to you, contact your system administrator.

The following keys facilitate keyboard navigation in applications:

Arrow keys. Press the arrow keys to navigate within a widget (such as within a list applet, within a form applet, within a drop-down list, and so on).
ENTER. Press ENTER to navigate to the screen if the focus is on the screen or to navigate to the view if the focus is on the view.
ENTER key behavior in applets and dialog boxes. Pressing ENTER while focusing on a control button results in the same behavior as clicking the control button.
ESC. Press ESC to close an interface element, such as a calendar control, a calculator control, and so on, without saving changes in the interface element. Also, press ESC to cancel an operation, such as an operation to create a query or to create a record.
ESC key behavior in applets and dialog boxes. A confirmation message appears (showing the OK and Cancel buttons) when a user closes a dialog box by clicking Close (the X icon) in the upper corner of the dialog box.
- Press ENTER to close the confirmation message and the dialog box.
- Press ESC to close the confirmation message and return to the original dialog box.
ESC key and Undo. Pressing ESC once performs a single undo operation. Pressing the Undo key multiple times might generate multiple results depending on the user's previous activity, including which user interface elements the user has interacted with.
TAB and TAB+SHIFT. Press TAB to navigate forward and TAB+SHIFT to navigate backward between widgets (interface elements, such as the application-level menu and application toolbar).
TAB and TAB+SHIFT moves the focus among widgets and standard HTML controls. For example, pressing the TAB key in a typical List Form view moves the focus in the following sequence:
- Application-level menu
- Saved Queries/PDQ
- Application toolbar
- Visibility Filter
- List applet menu
- List applet buttons (one by one)
- List column headers (one by one)
- List applet grid first row first list column control
- Form applet menu
- Form applet buttons
- Form applet controls (one by one)
High-level widgets, such as, the application-level menu, applet menu, tabs at any of the four possible levels, list applet grid, and so on have complex navigation requirements between their constituent elements.
When you are within a widget, use the following keys to handle tasks:
- The arrow keys to navigate up, down, back (previous), and forward (next).
- The ENTER key to drill down on the object in focus.
- The ESC key to cancel or back out of an operation.

The keyboard navigation keys described here are simple to use and easy to remember. The remainder of this module describes the application-specific keyboard shortcuts (supported for navigating in the user interface) and they are useful for performing frequent and repetitive tasks. Browser vendors support an additional set of useful shortcut combinations.

Keyboard Shortcuts

The keyboard shortcuts in this module are organized in category tables according to the actions they perform. The context column indicates where in the application you perform each action because keyboard shortcuts are based on application context, or focus rules. If a command is not available in the application, then the keyboard shortcut is not active.

Some keyboard shortcuts described in the tables in this module do not execute the designated action in all browsers. Also, if a keyboard shortcut for an action in a table is the same keyboard shortcut for a different action in your browser, then the resulting action might be the action for your browser.

Note: The keyboard shortcuts described in this module are included in your Siebel application. If your administrator changes the configuration of these keyboard shortcuts, then your keyboard shortcuts might be different. Because of the browser that you use, it might be necessary to change the default keyboard shortcuts in your browser preferences or in your applications. If you encounter difficulties using the keyboard shortcuts, then contact your administrator.

Application Management Keyboard Shortcuts

The following table lists the keyboard shortcuts you can use to perform general activities in your application.

Table Application Management Keyboard Shortcuts

Action	Keyboard Shortcut	Context
Synchronize the database.	SHIFT+F5	Application
Update the audit cache.	CTRL+ALT+X	Application
Connect as new mobile user.	CTRL+SHIFT+W	Application
Log out.	CTRL+SHIFT+X	Application

Online Help Keyboard Shortcuts

The following table lists the keyboard shortcuts you can use to access options available on the Help application-level menu.

Table Online Help Keyboard Shortcuts

Action	Keyboard Shortcut	Context
Display the online help.	CTRL+H	Screen
Display information about a record.	CTRL+ALT+K	Record
Display technical support information, including system information.	CTRL+ALT+J	Application

General Navigation Keyboard Shortcuts

The following table lists the keyboard shortcuts you can use to navigate in your application.

Table General Navigation Keyboard Shortcuts

Action	Keyboard Shortcut	Context
Go to the Site Map.	CTRL+SHIFT+A	Application
Go to the application-level menu.	CTRL+ALT+M	Application
Go to screen tabs.	CTRL+SHIFT+T Siebel shortcut. Not available in Google Chrome so it is recommended that you alter this shortcut accordingly. INSERT+CTRL+R JAWS shortcut. CTRL+SHIFT+T is the shortcut, but for JAWS users it is recommended that you use the INSERT+CTRL+R Region List command.	Application
Go to the view tabs.	CTRL+ALT+T Siebel shortcut. INSERT+CTRL+R JAWS shortcut CTRL+ALT+T is the shortcut, but for JAWS users it is recommended that you use the INSERT+CTRL+R Region List command.	Application
Go to the subview tabs.	CTRL+ALT+V Siebel shortcut. Not available in Google Chrome so it is recommended that you alter this shortcut accordingly. INSERT+CTRL+R JAWS shortcut. CTRL+ALT+V is the shortcut, but for JAWS users it is recommended that you use the INSERT+CTRL+R Region List command.	Application
Open the Menu (cogwheel icon) on a list or form.	CTRL+SHIFT+M CTRL+SHIFT+G	List, form
Go to the next list or form.	CTRL+SHIFT+] CTRL+ALT+]	Application
Go to the previous list or form.	CTRL+SHIFT+[ CTRL+ALT+[	Application
Open the Tasks pane.	CTRL+SHIFT+Y	Application
Go to a tree applet.	CTRL+SHIFT+4	Application
Go to the previous tree applet node.	UP ARROW	Application
Go to the next tree applet node.	DOWN ARROW	Application
Go to the field for the visibility filter.	CTRL+SHIFT+V	Application

Layout Management Keyboard Shortcuts

The following table lists the keyboard shortcuts you can use to change the appearance of lists in your application.

Table Layout Management Keyboard Shortcuts

Action	Keyboard Shortcut	Context
Sort a single column.	ENTER	List column header
Open a dialog box to perform advanced sorting.	CTRL+SHIFT+O	List
Open a dialog box to select the displayed columns.	CTRL+SHIFT+K CTRL+SHIFT+B	List

Record Management Keyboard Shortcuts

The following table lists the keyboard shortcuts you can use when performing record management tasks in your application.

Table Record Management Keyboard Shortcuts

Action	Keyboard Shortcut	Context
Create a record.	CTRL+ALT+N	List, form
Create a record using a Quick Fill template.	CTRL+K	Form
Create a record using the last used Quick Fill template.	CTRL+J	Form
Apply a Quick Fill template to a record.	CTRL+Q	Form
Copy a record.	CTRL+B CTRL+ALT+B	Record
Save a record.	CTRL+SHIFT+S CTRL+S If you use this shortcut to save a record that has an invalid value in a field, then the Save As dialog box may appear in error. In Mozilla Firefox and Google Chrome, you will be prompted to check if your data is in the correct format.	List, form
Delete a record.	CTRL+D CTRL+ALT+D	Record
Undo a record.	ESC	Record
Select all records.	CTRL+ALT+A Applies when each record has a field with a check box. CTRL+A	List

Record Navigation Keyboard Shortcuts

The following table lists the keyboard shortcuts you can use to navigate to records in your application.

Table Record Navigation Keyboard Shortcuts

Action	Keyboard Shortcut	Context
Go to the previous record.	CTRL+SHIFT+, (comma) CTRL+UP ARROW ALT+, (comma)	List, form
Go to the next record.	CTRL+SHIFT+. (period) CTRL+DOWN ARROW ALT+. (period)	List, form
Go to the previous record set.	CTRL+ALT+, (comma)	List
Go to the next record set.	CTRL+ALT+. (period)	List
Go to the first record set.	ALT+U	List, form
Go to the last record set.	ALT+L	List, form

Query Management Keyboard Shortcuts

The following table lists the keyboard shortcuts you can use to work with queries in your application.

Table Query Management Keyboard Shortcuts

Action	Keyboard Shortcut	Context
Create a query.	ALT+Q	List, form
Run a query.	ALT+ENTER CTRL+ENTER ENTER	List, form
Refine a query.	ALT+R ALT+G	List, form
Save a query with different name.	CTRL+ALT+S ALT+S	List, form
Open a dialog box for the query assistant.	CTRL+SHIFT+Z	List, form
Cancel a query.	CTRL+SHIFT+9	List, form

Field Management Keyboard Shortcuts

The following table lists the keyboard shortcuts you can use when performing field management tasks in your application.

Table Field Management Keyboard Shortcuts

Action	Keyboard Shortcut	Context
Open a selection dialog box for a field. Open the calendar control for a field. Open the calculator control for a field.	F2	Field
Close a selection dialog box for a field.	CTRL+ALT+O	Field
Open a drop-down list for a field.	F2 DOWN ARROW	Field
Drill down on a field.	CTRL+SHIFT+SPACE	Field

Communication Management Keyboard Shortcuts

The following table lists the keyboard shortcuts you can use to share information with others in your application.

Table Communication Management Keyboard Shortcuts

Action	Keyboard Shortcut	Context
Go to the Correspondence screen to send a letter.	CTRL+L	Record
Open a dialog box to send an email.	F9	Record
Open a dialog box to send a fax.	CTRL+F9	Record
Open a dialog box to send a page.	SHIFT+F9	Record
Open a dialog box to send an outbound wireless message.	ALT+F9	Record
View a work item.	SHIFT+F8	Record
Set work mode to ready.	CTRL+F2	Record
Set work mode to not ready.	CTRL+F3	Record
Set work mode to other.	CTRL+F4	Record
Set work mode to after call work.	CTRL+F5	Record
Set work mode to busy.	CTRL+F6	Record

Call Management Keyboard Shortcuts

The following table lists the keyboard shortcuts you can use when calling others in your application.

Table Call Management Keyboard Shortcuts

Action	Keyboard Shortcut	Context
Associate call.	F8	Call
Blind transfer of a call.	ALT+F7	Call
Transfer a conference call.	CTRL+F7	Call
Consultative transfer of a call.	SHIFT+F7	Call
Release a call.	F12	Call
Make a call.	F7	Call
Make a finance call.	CTRL+SHIFT+F	Call
Make an insurance call.	CTRL+SHIFT+I	Call
Answer a call.	F6	Call
Set work mode to post call wrap-up.	CTRL+F5	Call

Example Using Keyboard Shortcuts to Select the Displayed Columns

The following procedure shows you how to use keyboard shortcuts to select the displayed columns - that is, to move columns from the Available Columns list to the Selected Columns list.

To use keyboard shortcuts to select the displayed columns

Click CTRL+Shift+K to open the Displayed Columns dialog box.
There are two lists, positioned side by side, in the Displayed Columns dialog box: The Available Columns list appears first followed by the Selected Columns list.
Click the tab button to go to the Available Columns list (which appears first in the Displayed Columns dialog box).
Click the up or down arrow to select the column that you want to move.
Click the tab button to go to the arrow pointing forward, and then click ENTER (or SHIFT+ENTER).
The selected column moves from the Available Columns list into the Selected Columns list.

Repeat this task as required to select the displayed columns that you want.