Manage Synchronization Administration

The retail execution mobile application provides a subset of Oracle Customer Experience capabilities optimized for the disconnected mobile user experience.

The specific needs of each organization will vary and all organizations must balance their data needs and mobile device memory resource constraints. You, as an administrator need the ability to manage objects included in synchronization routines for the mobile application and also for filtering rules for the data of those objects. Data visibility on the device is the combination of the resulting synchronization rules and user security access rules. Retail Template App mode is enabled if the Use Sync Rules for Retail Template App profile option is set to Y.

Pregenerate Default Synchronization Rules

Pregenerate the sync rules which are applied by default while you download records to mobile. Only specific sync rules are enabled by default, which is governed by data objects required by the retail template application.

The administrators can enable other default sync rules or add custom sync rules if they plan to support more data objects in a newer version of the retail template application. The administrators also have the provision to disable any sync rules if they don’t want to download specific data objects in their download package. Here are the steps to generate default sync rules in Oracle Fusion application environment:

1. Check whether the ORA_ACO_USE_SYNC_RULES_FOR_RETPL profile option is set to Y. If not, then set the value to Y.
2. Run the Enable Consumer Goods Object Extension for the Mobile Application ESS job.

This will generate default sync rules in the environment. Here’s how you can verify and configure sync rules.

View or Edit Synchronization Rules

Here’s how you can view retail template application sync rules:

1. After the ESS job is completed, navigate to Sync Rules on the Home page.
2. Click Sync Rules icon to view all the default sync rules.

Newer sync rules inserted are listed. You can distinguish sync rules for the retail template application by looking at the Rule for Retail Template App column on the Sync Rules page.

View Retail Template Application Sync Rule

Click the specific retail template application sync rule to navigate to the Sync Rule: Account: Summary section. Sync rule has details such as object name, reference field from the object, parent object name, reference field from parent, parent sync rule, criteria group operation, whether the rule is active, and the option to specify whether the object must be synced (active rule).

Configure Additional Fields in the Appointment Download Package in Specific Objects

1. Navigate to the Sync Rule: activities: Object Attributes page for the object-specific sync rule (for example, route).

2. If you need to download additional fields to mobile, you can configure in the Object Attributes subtab under Sync Rules. Click Add.

3. Search for the field to add to the download package and click OK.

   Those fields will get added to the Object Attributes section.

Add or Update Filter Criteria

Here’s how you can add or edit filter criteria on Filter Criteria Group: Default Criteria Group: Summary page:

1. Filter criteria group groups multiple filter criteria and you can specify the criterion combination operation.
2. Criteria group has a child object filter criteria. Use it to add additional criterion.
3. Default filter criterion is pregenerated. You can update as required.

Here's the list of field types and their corresponding operations that are supported:

Table

Field Type	Operation	Values Accepted in Filter	Description
Text	= in != is	<<alpha numeric>> null	Not available
Number	Between = > >= in < <= != Is	<<number>> null	Not available
Date	After Before Between = > >= < <= != Is	Today Today-1D Today+1D Today-1M Today+1M Today-1Y Today+1Y <<date in string format>> null	D - day M - month Y - year
Checkbox	=	Y N	Not available
Percentage	Between = > >= < <= != Is	<<number>> null	Not available
Date Time	After Before Between = > >= < <= != Is	Today Today-1D Today+1D Today-1M Today+1M Today-1Y Today+1Y <<date in string format>> null	D - day M - month Y - year
Currency	Between = > >= < <= != Is	<<number>> null	Not available
Picklist	= In != Is	Lookup Code (Picklist Code)	Not available

Apply Sync Rule Filtering in Records Downloaded to Mobile

After the sync rules are configured, run the Prepare Consumer Goods Appointment Download Document ESS job to regenerate the download package then sync the mobile application to get the filtered (sync rule applied) records.

Create Sync Rule for Custom Objects

1. Run Enable Consumer Goods Object Extension for the Mobile Application to ensure that the new object is added to object configuration and its fields are added to object attributes in Oracle Customer Experience.
2. Add Custom Object to Mobile as a feature using Mobile Application Composer and configure fields that must be packaged in layouts.
3. Click Sync Rules icon on the Home page to get the list of existing sync rules.
4. Click Create button to create a new sync rule.
5. Provide details on the Create page, select the object from the object dynamic choice list. If you want to sync the object then select the sync option. Select the criteria group combination operation and save the record.
6. If the profile option for Use Sync Rules for Retail Template App is Y then run the Enable Consumer Goods Object Extension for the Mobile Application ESS job for registering the new object in the object criteria. Navigate to the corresponding object in the Sync Rule and add fields.
7. Create filter criteria groups to add filter criterion by clicking Create button in the Filter Criterion Group subtab.
8. Add the filter criterion by selecting the field, operation, and value.

Add Custom Fields in Filter Criteria

1. You can create filter criteria on custom fields.
2. Run Enable Consumer Goods Object Extension for the Mobile Application to ensure that the newly added fields are added to object attributes in Oracle Customer Experience.
3. Navigate to filter criterion of the Sync Rule to add the custom field.
4. Click Create and select the field from the dynamic choice list, the field type is autopopulated. Select the operation that must be performed while filtering and select the target value.