Creating Records in Siebel Mobile

You typically add a record by tapping Add (the plus (+) icon) or create a new record by tapping New (the plus (+) or 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 beside the field to display a window from which you can select values or type values.

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

  • An asterisk (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 application, tap Add (the plus (+) icon) or New (the plus (+) or double plus (++) icon).

  2. Type in the details for the new record.

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