Configuring Access to Views

Certain views in Siebel Mobile are useful only when there is connectivity as they are used, for example, to update information in real-time. Because such views do not serve an important purpose in offline mode, it is recommended that you do not download these views to the client as they only take up valuable device storage space. As a general rule, if the mobile application has views that are useful in online but not in offline mode, then those views along with their data must not be downloaded to the client device in offline mode. For example, the Siebel Mobile application for Siebel Field Service has some views related to Shifts, Breaks and POUs which are useful only when there is connectivity.

Each view and responsibility in Siebel CRM has a Local Access flag. You can use the Local Access flag to control which views mobile users can access when using Siebel Mobile disconnected as follows:

• When Local Access is set to TRUE (checked), all users with the view in one of their responsibilities can access the view when using the Siebel Mobile disconnected application.

• When Local Access is set to FALSE (unchecked), users cannot access the view when using the Siebel Mobile disconnected application.

The following procedures show you how to limit the views that the Siebel Mobile disconnected application displays.

• Limiting Access to Views by Modifying Responsibilities

• Limiting Access to Views for All Responsibilities Globally

For more information about defining local access to views, see Siebel Remote and Replication Manager Administration Guide. For more information about responsibilities and access control, see Siebel Security Guide.