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.

Note: Creating new records in offline mode is supported in Siebel CRM 18.9 Update and later releases.

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.

  Note: This field functionality is supported only in online mode.

• 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.

Note: In the case of child views where records are being associated, you can associate only a downloaded record with a selected record using Add in offline mode.