3Using Application Composer

Using Application Composer

This chapter describes Application Composer. It contains the following topics:

• About Application Composer

• Selecting Items

• About the Application Composer User

• Signing On to Application Composer

• Selecting Record Types

• Selecting Available Fields

• Filters and Lists in Application Composer

• Customizing Layouts

• Enabling Lead Conversion

• Enabling Email for Contacts

• Clearing the Cache

• Resetting Customizations

• Configuring Offline Mode

• Tracking Application Usage

• Modern Theme Icons Customizations

• Configuring the RSS Feed for Account News

• Configuring the Display of Analytics Reports

• Configuring the Display of Contact Photos

• Defining Custom Links

About Application Composer

Application Composer is a Web-based application that administrators use to select which data elements are available to users of Oracle CRM On Demand Connected Mobile Sales. It is designed to work with any size of data set. It has features for searching, filtering, and tagging data elements. Most of these features are not applicable to the small data set in Oracle CRM On Demand. With Application Composer, you can do the following:

• Choose which record types are available

• Choose which fields are available for each record type

• Choose which fields are available on lists for each record type

• Choose which related items are available for each record type

• Configure layouts specific to Oracle CRM On Demand Connected Mobile Sales

Caution: Do not run more than one instance of Application Composer at one time. If you open multiple Application Composer windows, it might cause data corruption. For example, having multiple users log into Application Composer at the same time, or opening multiple browser windows with the same user can cause corruption.

When clearing the cache, be aware of the instructions in Clearing the Cache. Be aware that the amount of configuration that Application Composer needs to retrieve affects the amount of time it takes to clear the cache. Clearing the cache can take anywhere from a few minutes to several hours to complete.

Be aware that workflows and process administration rules configured in Oracle CRM On Demand are also in effect in Oracle CRM On Demand Connected Mobile Sales, because these workflows and process administration rules run on the server. For example, if a workflow runs when saving a record in Oracle CRM On Demand, it also runs when saving the same record in Oracle CRM On Demand Connected Mobile Sales. Likewise, a process administration rule that locks a record in Oracle CRM On Demand also locks the same record in Oracle CRM On Demand Connected Mobile Sales.

Selecting Items

Most of your work with Application Composer involves choosing elements from a list of available elements. Application Composer uses a standard, two-list interface with arrow buttons between the elements to move them between the Available list and the Selected list. You can use two styles of arrow buttons:

• The single arrow buttons move a selected item from one list to another.

• The double arrow buttons move all items.

Use the following procedure to select contiguous items.

To select multiple contiguous items

1. Click the top item to transfer.

2. Shift-click the bottom item to transfer.

Use the following procedure to select noncontiguous items.

To select multiple noncontiguous items

1. Click any item.

2. Control-click or double-click each additional item

About the Application Composer User

The user ID that you use to sign on to Application Composer affects which fields are available to the users of Oracle CRM On Demand Connected Mobile Sales. You may need to create a special user ID and role solely for the purpose of using Application Composer. This user ID is called the Application Composer user. The role and data access of the Application Composer user determines which fields all users of Oracle CRM On Demand Connected Mobile Sales can access. Fields that the Application Composer user cannot access are unavailable to all users of Oracle CRM On Demand Connected Mobile Sales.

To make sure that all users have the same access to fields in Oracle CRM On Demand Connected Mobile Sales as they do in Oracle CRM On Demand, you can create a user and role in Oracle CRM On Demand for the purpose of signing on to Application Composer. This user and role must have access to a superset of the fields required by all roles. Users are still restricted by their roles when using Oracle CRM On Demand Connected Mobile Sales. For example, if you added the Partner Organization Status field to the Account layout, your users with Sales Rep roles still cannot access it because it is not included in their role’s definition.

You must create an Application Composer user if all of the following conditions apply:

• You have users with different roles using Oracle CRM On Demand Connected Mobile Sales

• Those roles have different page layouts

If one or more of these conditions do not apply to your implementation then you do not need to create an Application Composer user.

You create the Application Composer user and role in Oracle CRM On Demand. While creating the role, you must take into account the page layouts assigned to the role. For each record type you can choose a Page View Type and a Page Layout Name. You must choose page layouts that specify the superset of fields you require. In some cases, you might have to create such a page layout if one does not already exist.

If a selected page layout has both static and dynamic page view types, choose the static page view type. Oracle CRM On Demand Connected Mobile Sales loads all the fields on the page layout, which for a static layout is a known list of fields. If you are using Release 29 or later and if the page layout is dynamic, Oracle CRM On Demand Connected Mobile Sales cannot determine which fields might be used in all forms of the dynamic layout, and so it loads all possible fields.

Note: Dynamic layout support requires the Manage Dynamic Layouts privilege and Oracle CRM On Demand, Release 29 Hot Fix 029.015.000.002HF or later. Users configured with a dynamic page layout in Oracle CRM On Demand see all the configured fields in the default layout of the assigned dynamic layout in Oracle CRM On Demand Connected Mobile Sales.

Signing On to Application Composer

You can sign on to Application Composer using either Single Sign-On or with an Application Composer user ID. For more information, see:

• Signing on to Application Composer Using SSO

• Signing on to Application Composer Using an Application Composer User ID

Signing on to Application Composer Using SSO

You can sign on to Application Composer using SSO as described in the following procedure:

To sign on to Application Composer using Single Sign-On

1. Using a Web browser, go to the Application Composer SSO URL:

   https://mobile.crmondemand.com/adminui/faces/AdminHome?ssoid=<SSO_ID>
   

   where <SSO_ID> is the single sign-on ID.

2. Enter your SSO password, and then click OK.

Signing on to Application Composer Using an Application Composer User ID

Sign on to Application Composer using the Application Composer user ID, as explained in About the Application Composer User. When signing on to the stage environment, your user name needs to be appended with double at signs (@@), followed by the Oracle CRM On Demand stage host name. For example:

MyCompany/MyAppCompUserId@@crmodstagehostname.com

When signing on to a production environment, you do not need the double at signs. You must insert a slash (/) between the company name and the user ID. Do not use a backslash (\). For example:

MyCompany/MyAppCompUserId

To sign on to Application Composer

1. Using a Web browser, go to the Application Composer URL:

   https://mobile.crmondemand.com/adminui/faces/AdminHome
   

2. Enter the Application Composer user ID.

   1. For a staging environment, use double at signs (@@) between the stage host name and the user name, for example:

      MyCompany/MyAppCompUserId@@crmodstagehostname.com
      

   2. For a production environment, insert a slash (/) between the company name and the user ID. For example:

      MyCompany/MyAppCompUserId.
      

3. Enter your Application Composer user password, and then click OK.

Selecting Record Types

Oracle CRM On Demand Connected Mobile Sales supports the following record types and relationships between other record types (See the following):

Table Supported Record Types and Related Record Types

Record Type	Supported Related Record Types
Account	Account, Account Competitor, Account Partner, Address, Appointment, Attachment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Note, Opportunity, Task, Team
Appointment	Attachment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, User
Asset	None Available
Business Plan	Appointment, Objective, Plan Account, Plan Opportunity, Task
Contact	Account, Address, Appointment, Attachment, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Note, Opportunity, Service Request, Task
Custom Object 01	Account, Appointment, Attachment, Contact, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Task
Custom Object 02	Account, Appointment, Attachment, Contact, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Task
Custom Object 03	Account, Appointment, Attachment, Contact, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Task
Custom Object 04	Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task
Custom Object 05	Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task
Custom Object 06	Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task
Custom Object 07	Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task
Custom Object 08	Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task
Custom Object 09	Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task
Custom Object 10	Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task
Custom Object 11	Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task
Custom Object 12	Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task
Custom Object 13	Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task
Custom Object 14	Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task
Custom Object 15	Account, Appointment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Opportunity, Product, Service Request, Task
Household	N/A
Lead	Appointment, Attachment, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Task
Notes (Message Center)	None
Opportunity	Appointment, Attachment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Lead, Note, Opportunity Competitor, Opportunity Partner, Revenue, Task, Team
Product	None
Product Category	None
Service Request	Attachment, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, Note
Task	Attachment, Contact, Custom Object 01, Custom Object 02, Custom Object 03, Custom Object 04, Custom Object 05, Custom Object 06, Custom Object 07, Custom Object 08, Custom Object 09, Custom Object 10, Custom Object 11, Custom Object 12, Custom Object 13, Custom Object 14, Custom Object 15, User
User	None

Your selection of record types affects which record types appear in the user interface for users of Oracle CRM On Demand Connected Mobile Sales. It also affects which record types are in the Available lists in Application Composer’s Select Available Fields and Customize Layout functions. For example, if the Task record type is not in the Selected list, then this record type does not appear anywhere in the Oracle CRM On Demand Connected Mobile Sales interface.

Deselecting record types is not recommended because it prevents any access to that record type, even as a related item. For example, if you deselect the Service Request record type, then that removes service requests from the home page and all related item links, such as from accounts. If you do not want a record type to be on the home page but want it to be available as a related item, then you can deselect its Include on Home Page check box in the Customize Layout screen. For more information, see Customizing Layouts.

To select record types

1. Click Select Available Record Types.

   A list of available record types and a list of selected record types appear. Initially, all record types are in the Selected list by default.

2. To move a record type between lists, select the record, and click an arrow button.

   You can Shift-click (contiguous items) or Control-click (noncontiguous items) to select and move multiple record types.

3. Click Save.

Selecting Available Fields

After you have selected record types, you can select which fields are available for each record type. These fields appear in Oracle CRM On Demand Connected Mobile Sales in both lists and detail records. Changes you make in Application Composer to available record types and fields do not appear in Oracle CRM On Demand Connected Mobile Sales until you sign off and sign on again. The quantity of fields selected affects the amount of data that must be exchanged between Oracle CRM On Demand Connected Mobile Sales and Oracle CRM On Demand. For optimum performance, select the minimum number of fields necessary.

The list of fields available that appears on the Select Available Fields screen is affected by the user role. For more information, see About the Application Composer User. If there are fields you must have in Oracle CRM On Demand Connected Mobile Sales, but are not listed in the Available Fields list, check to make sure those fields are available to your Application Composer user in Oracle CRM On Demand and are in the page layouts available to your role.

The following field types are supported:

• Checkbox

• Currency

• Customized Custom Picklist Fields (supported for Account, Contact, Lead, and Opportunity)

• Date

• Date/Time

• Integer

• Multi-Select Picklist

• Note Fields (supported for Activity {Comments field only}, Contact, Custom Objects 04-15, and Opportunity)

• Number

• Percent

• Phone

• Picklist

• Text (Long)

• Text (Short)

• Web Link

The following field type is not supported:

• Concatenated Field

Make sure that you select fields that are of field type ID in Oracle CRM On Demand. This typically includes fields that end with the letters Id. Row Id should always be selected as an available field. The Id fields are used to link different record types. Oracle CRM On Demand Connected Mobile Sales uses these fields to link related records, such as accounts, appointments, contacts, leads, service requests, and tasks to each other.

If you use a Custom Object 01, Custom Object 02, and Custom Object 03 as both top-level and child-records, you must configure the available fields for both the top-level and child-level combinations you plan to use. For example, when adding a custom field to Custom Object 01, you must add the same custom field to Account - Custom Object 01 or Task - Custom Object 01.

If you have record types that exist as both a top-level object and as a child object, for example if Contact is both a top-level object and a child of the Account record type, then make sure that both configurations have the same fields.

To select available fields

1. Click Select Available Fields.

   The list of available record types appears. If the record type that you want does not appear, then you can make it available using the Select Available Record Types function. For more information, see Selecting Record Types.

2. Click a record type.

   A list of Available fields and a list of Selected fields appears.

3. To move a field between lists, select the field, and click an arrow button.

   You can Shift-click (contiguous items) or Control-click (noncontiguous items) to select and move multiple fields. The ordering of the fields within the Selected list is not important at this time. You can arrange the fields into a specific order using the Customize Layout function. For more information, see Customizing Layouts.

4. Click Save.

About Web Links

Web links can be selected similar to other fields, but with the following restrictions:

• Web links can only be used with the following record types:

  • Account

  • Contact

  • Lead

  • Opportunity

• The following Web links can be used:

  • mailto. This opens the default mail client.

  • http. This opens a Web page using the default Web browsing client.

  • https. This opens a secure Web page using the default Web browsing client.

• The following Oracle CRM On Demand Web link configuration values are ignored:

  • Web Link Target

  • Display Options

  • Active Link Condition and Display Link Condition

  • Request Method (GET is always used)

Filters and Lists in Application Composer

In addition to the layout of records, you can also set a list or filter to determine which records the users have access to. Each user is already associated with a visibility level, which is set in Oracle CRM On Demand. In Application Composer, you can use the Select Filter menu to further restrict access to records. The menu choices are as follows:

• Use Lists

• All Records I Can See

• All Records I Own

• All records where I am on the team

• All records I or my subordinates own

• All records where I or my subordinates are on the team

• My Default Book

Note: Books are not supported, except for the My Default Book selection for filters. If you have managed lists configured to use a book, the results are also displayed in Oracle CRM On Demand Connected Mobile Sales. Although there is no book selector in Oracle Connected Mobile Sales, you can have book support by using this configuration.

About Lists

There are essentially two types of choices: Use Lists (which is the default choice if the selection is left blank) or choose one of the remaining view mode filters in the menu. The Use Lists choice is the recommended choice because you can define multiple lists in Oracle CRM On Demand and these lists can very specific and adjusted exactly for your needs. For example, you can create a list of recently created accounts, partner accounts, my contacts, recently modified leads, and so on. Oracle CRM On Demand Connected Mobile Sales supports private, public, and system lists.

When Use Lists is enabled, you can only search on the special All-Search list. When accessing a named list from Oracle CRM On Demand, you can only scroll through the records. The sort order of the records is determined by the list configuration in Oracle CRM On Demand.

Scrolling in lists can either be paged (default) or continuous. In paged scrolling, when the user reaches the end of the currently loaded records (sets of 25), the user must tap Next to load the next set of 25. In continuous scrolling the act of attempting to scroll past the end triggers Oracle CRM On Demand Connected Mobile Sales to load the next set. Calendar lists do not support continuous scrolling.

To configure continuous scrolling in Application Composer

1. In Application Composer, navigate to the Application Customization tab, Advanced, and then Options.

2. In the Options pane, select or deselect the Allow Continuous Scrolling check box.

About View Mode Filters

Using view mode filters is more complicated and is provided mainly for compatibility with previous releases.

Note: Because filtering further restricts the records available to each user, and because the selection of a filter affects all users of Oracle CRM On Demand Connected Mobile Sales, you must carefully decide how to construct the visibility settings in Oracle CRM On Demand.

An example of mixing Oracle CRM On Demand visibility settings with Oracle CRM On Demand Connected Mobile Sales filters is as follows: a sales manager who also does direct sales wants visibility to the sales team’s records while in the office, but when traveling wants access only to her own accounts. To create this effect, you set the Oracle CRM On Demand visibility settings for a team, whereas you set the filter to All Records I Own in Application Composer.

The calendar and task functions of Oracle CRM On Demand Connected Mobile Sales (from the Connected Mobile Sales home page) use a fixed view mode that cannot be modified. The filter setting in Application Composer for these record types affects only the Activities Related Item List for other record types. For information on customizing layouts, see Customizing Layouts.

Note: You cannot change the filter for the Appointment record type.

Customizing Layouts

Customizing layouts controls the layout lists, detail records, and search fields in Oracle CRM On Demand Connected Mobile Sales. You must customize layouts for each record type. For information on view modes, see Filters and Lists in Application Composer.

In releases prior to Oracle CRM On Demand Connected Mobile Sales 1.4.23, if address fields for the Account or Contact record types existed on a page layout in Oracle CRM On Demand, then those address fields were copied to Oracle CRM On Demand Connected Mobile Sales and could not be removed. Starting with Oracle CRM On Demand Connected Mobile Sales 1.4.23, you can now remove those fields on detail page layouts only. The following address fields are visible in the Application Composer.

Record Type	Address Fields	Comments
Contact	Contact Address Account Address	The order of address sections for Contact cannot be changed or separated (you cannot put fields between them).
Account	Billing Shipping	The order of address sections for Account cannot be changed or separated (you cannot put fields between them). The Billing field always appears above the Shipping field.

The following information applies to the address fields:

• For address fields, the field names displayed in the Application Composer are the same as the display name as set in Oracle CRM On Demand Field Management.

• The Account and Contact record types use a marker to represent where the address block appears. This marker consists of three dashed lines that behave as a unit. You can move fields above or below this marker, but you cannot move fields between the lines. The use of a single dashed line to represent section breaks and three dashed lines to represent the address block is due to a limitation in the selection pane software.

• The address block marker and address field names in the Selected list box indicate only that these fields appear in the detail records, it does not affect the positioning of these fields. Address field names that appear in the Available list box do not appear in the detail records.

• The positioning of the address fields on list records is determined by the three horizontal dashes symbol.

• If both address fields are added to the list or detail record layouts, no other fields can be placed between them.

Customizing Layouts for Lists and Detail Records

You can customize the layouts for lists and detail records using the following procedure.

To customize layouts

1. Click Customize Layouts.

2. Click a record type.

   The list of available record types appears. If the record type that you want does not appear, then you can make it available using the Select Available Record Types function. For more information, see Selecting Record Types.

3. To remove this record type from the home page but retain its availability as a related item, deselect the Include on Home Page check box.

   This setting applies only to the record type being edited. The record type does not appear on the home page, but its records can still be accessed as a related item in other record types. For example, if the record type you are editing is Service Request, and you deselect this check box, then an icon for Service Requests does not appear on the home page. However, if you are displaying other record types, such as an account, you can access the service requests for that account.

4. Select Include on Home Page to have this record type appear on the application’s home page.

5. Set the Read Only check box in the Record Type Access section.

   The default setting is to have this box cleared. However, if you want the record type to be read only (uneditable), select the Read Only check box. If Read Only is selected, users of Oracle CRM On Demand Connected Mobile Sales then cannot add or edit any records of this record type. Users of other applications, such as Oracle CRM On Demand can add or edit records of this record type. Related items remain editable. For example, if the Opportunity record type is marked as read only, accounts related to an opportunity are still editable.

6. (Optional) From the Select Filter section, use the Select Filter drop-down menu to choose a filter.

   In the Select Filter menu you have a choice between different types of filters or to use lists. If Select Filter is blank or if you choose Use Lists, then use the Select List drop-down menu to choose a list. It is recommended to use lists instead of a filter. For more information, see Filters and Lists in Application Composer.

   After you select a default list, it is only visible to users who have never logged in to Oracle CRM On Demand Connected Mobile Sales (new users) or existing users who have not changed the default list. Existing users who have selected a list are not affected by your choice of a default list. If you want all users to see the default list you must clear the cache. For information on clearing the cache, see Clearing the Cache.

   A list of the available fields and a list of selected fields appear. This selection controls which fields appear in a list view. You must choose between one and three fields to define the list view for the record type.

7. Select the fields to appear in the list view of a record and click Customize Detail.

   Note: You cannot change the list fields for the Appointment record type.

   The Customize Detail form appears.

8. Select the fields that you want to appear in the detail view of a record.

9. To move a field between lists, do one of the following:

   • Select the field, and click an arrow button.

   • Shift-click (contiguous items) or control-click (noncontiguous items) to select and move multiple fields.

10. To reorder the fields within the Selected list box, use the up and down arrow buttons.

    Within the Selected list box are dashed lines that represent section breaks. The number of sections is specific to the record type. For example, the Account record type has four sections (three dashed-line separators), whereas the Service Request record type has three sections (two dashed-line separators). You cannot add, remove, or change the order of sections. Typically, the middle sections contain address information. You cannot add fields to or remove fields from an address section.

11. Click Select Related Items.

    A list of available and selected record types appear. The selected record types you choose here appear at the bottom of the display of a detail record as the related items. For example, if you are displaying a contact record, you can have buttons at the bottom of the record to jump to related items, such as activities, leads, and service requests.

12. Select the related items, and click Save.

Customizing Search Fields

In the Oracle CRM On Demand Connected Mobile Sales client there are multiple search capabilities. For more information on the search functions, see Searching Lists for Records. You can customize which fields are available for searching.

To customize search fields

1. In the Application Composer click Customize Layouts.

2. Click Customize Search.

3. Click either the Account top-level record type or the Account child record type.

   A list of Available Search fields and a list of Selected Search fields appears.

4. To move a Search field between lists, select the Search field, and click an arrow button.

   You can Shift-click (contiguous items) or Control-click (noncontiguous items) to select and move multiple Search fields.

5. Click Save.

Enabling Lead Conversion

In Oracle CRM On Demand Connected Mobile Sales you can convert leads into accounts, contacts, and opportunities if you enable this feature in the Application Composer.

To enable lead conversion

1. In Application Composer, click Select Available Fields within the Task pane under the Record Type Customization heading.

2. Click Lead.

3. Move the following fields from the Available shuttle window to the Selected shuttle window:

   • Associated Account

   • Associated Contact

   • Associated Opportunity

   • Company

   • Description

   • Estimated Close Date

   • First Name

   • Full Name

   • Last Name

   • Next Step

   • Potential Revenue

4. Click Save.

Enabling Email for Contacts

Oracle CRM On Demand Connected Mobile Sales can use the mobile device’s default email client to send email to contacts, if the following conditions are met:

• The Email field is in the Selected list for the Contact record type.

• The Never Email field is in the Selected list for the Contact record type.

• The active contact record has a valid email address in the Email field.

• In the active contact record the Never Email check box is deselected.

To enable email for contacts

1. In Application Composer, click Select Available Fields.

   The list of available record types appears.

2. Click the Contact record type.

   A list of Available fields and a list of Selected fields appears.

3. Make sure the Email and Never Email fields are in the Selected list.

   To move a field between lists, select the field, and click an arrow button.

4. Click Save.

Clearing the Cache

While you use Oracle CRM On Demand Connected Mobile Sales your requests for information, such as layout and field configuration information, require the server to request data from your database. For performance, the server caches its database read-operations so it can reuse the same data without having to read it from the database again.

If you make changes in Oracle CRM On Demand to selected fields, such as adding new values to a picklist, changing record type names or field names, changing the product list, adjusting page layouts, or adding new fields or custom objects, then the cached data is no longer accurate. In these cases you must clear the cache.

After you make changes in Application Composer or Oracle CRM On Demand, those changes may require that affected Web services time out before the changes take effect. The default session idle time-out period for Web services is 10 minutes, but be aware that your implementation may have a different time set.

Be aware that the amount of configuration data that Application Composer needs to retrieve affects the amount of time it takes to clear the cache. Clearing the cache can take anywhere from a few minutes to several hours to complete.

To clear the cache

1. In Application Composer, click Clear Cache, and then click OK.

2. Sign off from the Application Composer.

3. Close your Web browser.

After you clear the cache, the initial accesses in Oracle CRM On Demand Connected Mobile Sales requires time to retrieve the data from the database. After those initial data accesses, the cache is populated and performance improves.

When clearing the cache, you might find that the browser is still using older, cached data. To make sure you are not accessing an old cache, sign off and then sign on again. You might need to clear cookies in the browser. Alternatively, you can use an incognito mode in the browser to make sure that content is reloaded fresh from the server.

Resetting Customizations

When you make customizations to Oracle CRM On Demand Connected Mobile Sales, customization records are created on the Connected Mobile Sales server. If you are having problems with your Oracle CRM On Demand Connected Mobile Sales configuration, you have the option of removing all customizations. After removing all customizations, you can reconfigure Oracle CRM On Demand Connected Mobile Sales starting with the default application configuration.

Note: The Reset Customizations action cannot be undone. All customizations are permanently lost if you take this action. No Oracle CRM On Demand data or configuration is affected by this action.

To reset customizations

• In Application Composer, click Reset Customizations, and then click OK.

Configuring Offline Mode

Offline mode enables users to access records when they do not have network connectivity. Offline mode is disabled by default, but can be enabled through the Application Composer. The following types of records can be cached (both list and detail page records) and read in Offline mode if this mode is turned on:

• Account

• Address

• Appointment

• Business Plan

• Calendar

• Contact

• Custom Objects 01-15

• Household

• Interest

• Lead

• Note

• Opportunity

• Product

• Product Category

• Revenue

• Service Request

• Task

• Team

• User

The quantity of records that can be cached in the client device depends on the individual device’s storage. Oracle CRM On Demand Connected Mobile Sales stores a maximum of 50 MB, but if the device does not have 50 MB available, Oracle CRM On Demand Connected Mobile Sales works within the device’s storage limitations to store as much as the device allows. To configure Offline mode, use the following procedure.

Note: For end user information on Offline mode see About Offline Mode. For additional end user tasks to be competed after Offline mode has been configured, see Activating Offline Mode, and for iOS users only, see Installing the iOS Oracle Enable Offline Profile.

To configure Offline mode in Application Composer

1. In Application Composer, navigate to the Application Customization tab, Advanced, and then Options.

2. In the Options pane, select or deselect the Allow Offline Mode check box.

3. Close your Web browser.

Tracking Application Usage

You can track the application usage by user. This is helpful when you want to troubleshoot a user problem or to improve your understanding of what actions and operations users perform in the field.

To display usage in Oracle CRM On Demand, navigate to Admin, and then to Web Services Utilization.

For more information on the Web Services Utilization screen, see the Oracle CRM On Demand Online Help.

Modern Theme Icons Customizations

The record type icons set for the modern theme within Oracle CRM On Demand are available in Oracle CRM On Demand Connected Mobile Sales. To select the modern theme record type icons, complete the following procedure.

To select the modern theme record type icons

1. In Oracle CRM On Demand, click the Admin link in the top right corner of any homepage.

2. Click Application Customization and then Customize Record Types.

3. Choose the appropriate icons in the Modern Icon column.

After you have selected the modern theme icons in Oracle CRM On Demand, the company administrator must clear the cache in the Oracle CRM On Demand Connected Mobile Sales server. For information on clearing the cache, see Clearing the Cache.

Configuring the RSS Feed for Account News

The client application can show news for a selected account using an RSS feed as configured in the Account Web Applet in Oracle CRM On Demand Release 32 or later. Configure the Web applet for the Account Detail page with the values defined in the following.

Table RSS Feed Configuration

Field	Value
Name	Connected Mobile Sales RSS Feed
Location	Detail Page
Type	Feed
URL	A valid RSS URL

All other fields can be configured as desired.

Configuring the Display of Analytics Reports

Analytics reports from Oracle CRM On Demand can be displayed in the Oracle CRM On Demand Connected Mobile Sales mobile client. Reports must be selected by an administrator and must not contain any Adobe Flash components. If a report contains both Flash and non-Flash components, only the non-Flash components appear.

Configuring reports to display on the client device requires you to enable the reports icon on the client display, and then to configure the individual reports available to the users.

Enabling the Reports Icon on the Client Device

For users to access reports on the client device you must first enable the Reports icon using the following procedure.

To enable the Reports icon

1. In Application Composer, navigate to Customize Layout and then to Reports.

2. Select Include on Home Page.

Configuring Reports to Display on the Client Device

You can configure multiple reports to display in Oracle CRM On Demand Connected Mobile Sales. The procedures are different for V2 and V3 Analytics. To configure report display for V2 Analytics, see Configuring Reports for V2 Analytics. To configure report display for V3 Analytics, see Configuring Reports for V3 Analytics.

Configuring Reports for V2 Analytics

Use the following procedure to configure V2 Analytics reports to display on the client device.

To configure a V2 analytics report to display in Oracle CRM On Demand Connected Mobile Sales

1. In Oracle CRM On Demand, display a report.

2. Copy the URL for the report. The URL format is:

   https:// <POD> /OnDemand/user/ReportIFrameView?SAWDetailViewURL=saw.dll?Go& Path= <REPORT_PATH> & AnalyticReportName= <REPORT_NAME>

   Where

   <POD>, <REPORT_PATH>, and <REPORT_NAME>

   are specific to your installation and report.

3. In Application Composer, click Configure Reports.

4. In the Configure Reports page, click Create.

5. In the Create Reports page, fill in these fields:

   • Report Name. Create a name for this report. This name appears in the Oracle CRM On Demand Connected Mobile Sales mobile client.

   • Description. Enter an optional description of the report.

   • Report URL. Paste in the URL of the report from step 2.

Configuring Reports for V3 Analytics

Use the following procedure to configure V3 Analytics reports to display on the client device.

To configure a V3 analytics report to display in Oracle CRM On Demand Connected Mobile Sales

1. In Oracle CRM On Demand, display a report.

   You need to obtain the URL of the report. The format of the URL is:

   https://<POD>/OnDemand/user/analytics12c/
   saw.dll?PortalGo&Action=prompt&path=<REPORT_PATH>

   Where <POD> and <REPORT_PATH> are specific to your installation and report.

2. Depending on your browser, complete the following steps to obtain the report URL:

   1. For Apple Safari, complete the following steps:

      • Right-click within the report area and select Show Frame Source.

      • In the left-window, right-click the saw.dll name and choose Copy Link URL.

      • Paste the value into the Report URL field in Application Composer.

   2. For Google Chrome and Mozilla Firefox, complete the following steps:

      • Right-click within the report area and select View Frame Source.

        A new window appears showing the frame’s source code.

      • Copy the URL after view-source.
      • Paste the value into the Report URL field in Application Composer.

   3. For Microsoft Internet Explorer, complete the following steps:

      • Right-click on the report and choose Properties from the pop-up menu.

        The Properties dialog box appears.

      • Find the Address (URL) field, right-click and copy the URL (it may appear to be incomplete, but the copy operation does get the entire URL).

      • Paste the value into the Report URL field in Application Composer.

3. In Application Composer, click Configure Reports.

4. In the Configure Reports page, click Create.

5. In the Create Reports page, fill in these fields:

   • Report Name. Create a name for this report. This name appears in the Oracle CRM On Demand Connected Mobile Sales mobile client.

   • Description. Enter an optional description of the report.

   • Report URL. Paste in the URL of the report from step 2.

Configuring the Display of Contact Photos

The Oracle CRM On Demand Connected Mobile Sales mobile client can display contact photos. The photo appears in the upper left corner of the contact detail page and contact edit page. If the display of photos is configured, and a contact does not have a photo, then the contact edit page displays a placeholder image. On the mobile client you can upload a photo for the contact.

To configure the display of contact photos

1. In Oracle CRM On Demand, click the Admin link in the top right corner of any homepage.

2. Click Application Customization and then Customize Record Types.

3. Select the Display Image check box for the Contact record type.

4. Clear the Oracle CRM On Demand Connected Mobile Sales cache. For more information on clearing the cache, see Clearing the Cache.

To upload a contact photo from a client device

1. In Oracle CRM On Demand Connected Mobile Sales mobile client, display a contact.

2. If a placeholder image appears instead of a contact photo, tap the placeholder image.

3. Select a photo on your mobile device.

Defining Custom Links

You can define custom links (maximum of five) using URLs to link to Web pages. You can link to general purpose Web pages, such as search engines or customer’s home pages. You can also link to Web pages on your own server that are running custom applications.

To define a custom link

1. In Application Composer, click the Application Customization tab, and then click Custom Links.

2. On the Custom Links page, for each URL you want to add, click Add URL and complete the following fields:

   • Name. Enter a name for this custom link as you want it to appear in the Oracle CRM On Demand Connected Mobile Sales mobile client.

   • URL. Enter the URL for this custom link.

   To delete a URL, select it and then click Delete.

3. When done defining custom links, click Save.