1. Mobile Guide: Disconnected
  2. Set Business Component Filters for Siebel Mobile

Set Business Component Filters for Siebel Mobile

Here's how to configure or change sync filter settings for business components.

Note: There's no naming convention for business component filters.

  1. Navigate to the Administration - Siebel Mobile screen, then the Application Administration view.

    Note: You can access the Administration - Siebel Mobile screen through either the Siebel Web Client or Siebel Mobile Web Client.

  2. Select the appropriate mobile application in the upper applet, and then click the Business Components Filters tab.

    The fields in the Business Components Filters view are described in this table.

    Field

    Comments

    Owner

    Read only. Indicates the disconnected application to which the business component will be associated. For example: Siebel ePharma Mobile.

    Business Component

    Text box. Indicates the business component name.

    Name

    Text box. Indicates the business component filter name. For example: Filter 1.

    Query

    Text box. Indicates the syntax for the query, for example:

    [Start Date] <=Today()

  4. In the Query field, define the filter for each business component as required.

  5. To add a new business component filter, click New, and then enter the required information.

The following table shows some example business component filters for the application for Siebel Pharma, including the table to which the business component filter belongs, the filter specification, and whether the filter can be modified or not.

Business Component

Table

Filter Description

Filter Specification

Enabled

Pharma Professional Call - Mobile

S_EVT_ACT

My Calls scheduled within the last (plus or minus) 7 Days.

([Start Date] > Today() - 8) AND ([Start Date] < Today() + 8) AND EXISTS [Owned By Id]= LoginId()

Yes

Contact

S_CONTACT

DOCK_FLG='Y' is the Dock Flag to be set for all Contacts who are part of My Calls in the last (plus or minus) days.

[My Position Id] = PositionId() AND [Dock Flag]='Y'

Yes

Account

S_ORG_EXT

My Accounts

([My Position Id] = PositionId ())

Yes

Account

S_ORG_EXT

My active accounts of type Hospital.

([Account Status]=LookupValue("ACCOUNT_STATUS","Active") AND [My Position Id] = PositionId() AND [Type] = LookupValue("ACCOUNT_TYPE","Hospital"))

Yes

The following table shows some example business component filters that drive picklists for the application for Siebel Pharma.

Business Component

Table

Filter Description

Filter Specification

Pharma Professional - Primary Speciality

S_MED_SPEC

Filter all specialities in My Organization.

(EXISTS [XYZ Organization Id] = OrganizationId())

CUT Address - CE

S_ADDR_PER

Filter addresses linked to My Contacts or My Accounts.

(EXISTS ([Account Position Id]=PositionId())) OR (EXISTS ([Contact Position Id]=PositionId()))

Pharma Address Inter Table - CE

S_CON_ADDR

Filter addresses linked to Contacts.

[Professional Position Id] = PositionId() AND [Dock Flag]='Y'

Pharma Internal Product (Brands)

S_PROD_INT

Filter the products owned by the user.

[Owned By Id] = LoginId()

LS Pharma My Products List

S_EMP_PRDINT

Filter the products allocated to the user.

[Owned By Id] = LoginId() AND ([Alloc Start Date] <= Today() AND ([Alloc End Date] IS NULL OR [Alloc End Date] >= Today()))

LS Pharma My Sample Lots List

S_EMP_PRDINT

Filter the samples allocated to the user.

[Owned By Id] = LoginId() AND ([Alloc Start Date] <= Today() AND ([Alloc End Date] IS NULL OR [Alloc End Date] >= Today()))

LS Pharma My Promotional Items List

S_EMP_PRDINT

Filter the promotional items allocated to the user.

[Owned By Id] = LoginId() AND ([Alloc Start Date] <= Today() AND ([Alloc End Date] IS NULL OR [Alloc End Date] >= Today()))

List Of Values

S_LST_OF_VAL

Filter the list of values.

None.

Picklist Generic

S_LST_OF_VAL

Filter the list of values.

None.