Siebel Mobile Guide: Connected. Siebel Innovation Pack 2013 Version 8.1/8.2 September 2013

Transcription

1 Sieel Moile Guide: Conneted Sieel Innovtion Pk 2013 Version 8.1/8.2 Septemer 2013

2 Copyright 2012, 2013 Orle nd/or its ffilites. All rights reserved. This softwre nd relted doumenttion re provided under liense greement ontining restritions on use nd dislosure nd re proteted y intelletul property lws. Exept s expressly permitted in your liense greement or llowed y lw, you my not use, opy, reprodue, trnslte, rodst, modify, liense, trnsmit, distriute, exhiit, perform, pulish, or disply ny prt, in ny form, or y ny mens. Reverse engineering, disssemly, or deompiltion of this softwre, unless required y lw for interoperility, is prohiited. The informtion ontined herein is sujet to hnge without notie nd is not wrrnted to e errorfree. If you find ny errors, plese report them to us in writing. If this is softwre or relted doumenttion tht is delivered to the U.S. Government or nyone liensing it on ehlf of the U.S. Government, the following notie is pplile: U.S. GOVERNMENT END USERS: Orle progrms, inluding ny operting system, integrted softwre, ny progrms instlled on the hrdwre, nd/or doumenttion, delivered to U.S. Government end users re ommeril omputer softwre pursunt to the pplile Federl Aquisition Regultion nd geny-speifi supplementl regultions. As suh, use, duplition, dislosure, modifition, nd dpttion of the progrms, inluding ny operting system, integrted softwre, ny progrms instlled on the hrdwre, nd/or doumenttion, shll e sujet to liense terms nd liense restritions pplile to the progrms. No other rights re grnted to the U.S. Government. This softwre or hrdwre is developed for generl use in vriety of informtion mngement pplitions. It is not developed or intended for use in ny inherently dngerous pplitions, inluding pplitions tht my rete risk of personl injury. If you use this softwre or hrdwre in dngerous pplitions, then you shll e responsile to tke ll pproprite fil-sfe, kup, redundny, nd other mesures to ensure its sfe use. Orle Corportion nd its ffilites dislim ny liility for ny dmges used y use of this softwre or hrdwre in dngerous pplitions. Orle nd Jv re registered trdemrks of Orle nd/or its ffilites. Other nmes my e trdemrks of their respetive owners. Intel nd Intel Xeon re trdemrks or registered trdemrks of Intel Corportion. All SPARC trdemrks re used under liense nd re trdemrks or registered trdemrks of SPARC Interntionl, In. AMD, Opteron, the AMD logo, nd the AMD Opteron logo re trdemrks or registered trdemrks of Advned Miro Devies. UNIX is registered trdemrk of The Open Group. This softwre or hrdwre nd doumenttion my provide ess to or informtion on ontent, produts, nd servies from third prties. Orle Corportion nd its ffilites re not responsile for nd expressly dislim ll wrrnties of ny kind with respet to third-prty ontent, produts, nd servies. Orle Corportion nd its ffilites will not e responsile for ny loss, osts, or dmges inurred due to your ess to or use of third-prty ontent, produts, or servies. Doumenttion Aessiility For informtion out Orle's ommitment to essiility, visit the Orle Aessiility Progrm wesite t Aess to Orle Support Orle ustomers hve ess to eletroni support through My Orle Support. For informtion, visit or visit if you re hering impired.

3 Contents Sieel Moile Guide: Conneted 1 Chpter 1: Wht s New in This Relese Chpter 2: Overview of Sieel Moile Applitions Sieel Moile Produts 11 Aout Sieel Moile Applitions 14 Requirements for Using Sieel Moile Applitions 15 System Requirements for Sieel Moile Applitions 15 Chpter 3: Setting Up Sieel Moile Applitions Proess of Setting Up Sieel Moile Conneted Applitions 17 Requirements for Setting Up Sieel Moile Applitions 18 Adding Ojet Mngers for Sieel Moile Applitions 19 Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions 20 Setting MoileApplition 22 Setting SupportedMoileBrowser 22 Adding Virtul Diretories for Sieel Moile Applitions 24 Enling the Hndheld Component Groups for Sieel Moile Applitions 25 Assigning Responsiilities to Sieel Moile Applition Users 26 Adding Moile Administrtion Views to Sieel Administrtor Responsiility 29 Customizing Sieel Moile Applitions 29 Enling JvSript for Sfri 31 Trouleshooting Your Sieel Moile Applition 32 Chpter 4: Getting Strted with Sieel Moile Applitions Logging In to Sieel Moile Applitions 33 Nvigting Sieel Moile Applitions User Interfe 34 Nvigting Sieel Moile Applitions in Lndspe Mode 37 Nvigting Sieel Moile Applitions in Portrit Mode 38 Displying the List nd Reord Detils View 39 Sieel Moile Guide: Conneted Version 8.1/8.2 3

4 Contents Opening Reords nd Assoited Relted Items 39 Using the Bk Button on the Applition Bnner 41 Seleting Fields, Drop-Down Lists, nd Reords 41 Inline Editing 41 Customizing Chek Boxes 42 Dt Disply 42 Show More nd Show Less Ions 42 Drilldown Ion 42 Using the Clendr Feture 43 Running Predefined Queries 43 Mnging Reords in Sieel Moile Applitions 43 Creting Reords 44 Linking Reords to Your Seleted Reord 44 Serhing for Reords 45 Modifying Reords 45 Deleting Reords 46 Reviewing Reord Summry Informtion 46 Formtting the Columns to Disply in the List View 46 Displying the Totl Numer of Reords 47 Menu Button 47 Creting Bookmrks 48 Displying Lotion Detils 48 Displying Lotion Detils Using the Pin Ion in the Clls List Heder Br 48 Displying Lotion Detils Using the Address Field Pin Ion 49 Using the Atthment Feture 49 Strting n Externl Applition 51 Reviewing Notifition Messges 51 Printing from Sieel Moile Applitions 52 Configuring Sieel Moile Applition Settings 53 Logging Out of Sieel Moile Applitions 56 Chpter 5: Cheking the Clls for Tody 57 Using the Sieel Moile Applition for Sieel Phrm Mnging Contts 58 Displying Contt Detils 58 Adding or Updting Contts 59 Adding or Updting Address Informtion for Contt 60 4 Sieel Moile Guide: Conneted Version 8.1/8.2

5 Contents Adding or Updting Best Times for Contt 60 Adding or Updting the Stte Liense for Contt 61 Reviewing or Chnging Affilition Informtion for Contt 62 Reviewing or Chnging Reltionship Informtion for Contt 62 Creting or Updting Clls for Contt 63 Mnging Aounts 64 Displying Aount Detils 64 Adding or Updting Aounts 65 Adding or Updting Contts for n Aount 66 Adding or Updting Address Informtion for n Aount 66 Creting or Updting Clls for n Aount 67 Reviewing or Chnging Affilition Informtion for n Aount 67 Reviewing or Chnging Reltionship Informtion for n Aount 68 Conduting Customer Clls 69 Displying Cll Detils 69 Adding New or Updting Clls 70 Working with Attendees for Aount Clls 71 Working with Promotionl Items Dropped Reords for Clls 72 Working with Smples-Dropped Reords for Clls 73 Working with Produt Detils for Clls 74 Reording Signtures for Clls 75 Displying the Signture Pge 75 Reording Eletroni Signtures for Clls 76 Cheking Vlidtion Results 76 Sumitting Clls for Proessing 77 Chpter 6: Performing Dily Tsks 79 Strting Cll 80 Ending the Cll 80 Using the Sieel Moile Applition for Sieel Consumer Goods Performing Supplementl Tsks 81 Mnging Clls for Sieel Consumer Goods 81 Cheking the Clls for Tody 82 Displying Cll Detils 82 Adding or Updting Clls 83 Adding or Updting the Ativities for Cll 84 Adding or Updting Retil Audit Informtion for Cll 84 Adding or Updting Merhndising Audit Informtion for Cll 85 Sieel Moile Guide: Conneted Version 8.1/8.2 5

6 Contents Adding or Updting Orders for Cll 86 Adding or Updting Notes for Cll 86 Adding or Updting Assessment Informtion for Cll 87 Mnging Contts for Sieel Consumer Goods 87 Displying Contt Detils 88 Adding or Updting Contts 89 Adding or Updting Addresses for Contt 89 Adding or Updting Best Times for Contt 90 Mnging Aounts for Sieel Consumer Goods 91 Displying Aount Detils 91 Adding or Updting Aounts 92 Adding or Updting Contts for n Aount 93 Adding or Updting Addresses for n Aount 93 Adding or Updting Distriution Produts for n Aount 94 Adding or Updting Clls for n Aount 95 Adding or Updting Notes for n Aount 95 Adding or Updting Orders for n Aount 96 Adding or Updting Retil Audit Informtion for n Aount 96 Mnging Routes for Sieel Consumer Goods 97 Displying Route Detils 97 Adding or Updting Route Aount Informtion for Routes 98 Mnging Orders for Sieel Consumer Goods 99 Displying Order Detils 99 Adding or Updting Orders 100 Adding or Updting Produt Line Items for n Order 101 Mnging Return Orders for Sieel Consumer Goods 101 Displying Return Order Detils 102 Adding or Updting Return Orders 102 Adding or Updting Produt Line Items for Return Orders 103 Chpter 7: Using the Sieel Moile Applition for Sieel Sles Mnging Aounts for Sieel Sles 105 Displying Aounts 106 Adding or Updting Aounts 107 Adding or Updting Contts for n Aount 107 Adding or Updting Opportunities for n Aount 108 Adding or Updting Addresses for n Aount 108 Adding or Updting Ativities for n Aount 109 Adding or Updting Aount Tem Informtion for n Aount Sieel Moile Guide: Conneted Version 8.1/8.2

7 Contents Mnging Contts for Sieel Sles 110 Displying Contt Detils for Sieel Sles 111 Adding or Updting Contts 111 Adding or Updting Opportunities for Contt 112 Adding Contt Tem Informtion for Contt 113 Adding or Updting Addresses for Contt 113 Mnging Leds for Sieel Sles 114 Displying Led Detils 114 Adding nd Updting Leds 115 Adding or Updting Opportunities for Led 115 Converting Led to n Opportunity 116 Mnging Opportunities for Sieel Sles 116 Displying Opportunities Detils 116 Adding nd Updting Opportunities 118 Adding or Updting Contts for n Opportunity 118 Adding or Updting Produts for n Opportunity 119 Adding or Updting Quotes for n Opportunity 119 Creting Quotes Using the Auto Quote Button 120 Adding or Updting Ativities for n Opportunity 120 Adding or Updting Opportunity Tem Informtion for n Opportunity 120 Mnging Quotes for Sieel Sles 121 Displying Quote Detils 121 Adding or Updting Quotes 122 Adding or Updting Quote Items for Quote 123 Adding or Updting Orders for Quote 123 Creting Orders Using the Auto Order Button 124 Adding or Updting Quote Tem Informtion for Quote 124 Mnging Orders for Sieel Sles 125 Displying Order Detils 125 Adding or Updting Orders 126 Adding or Updting Line Items for n Order 126 Mnging Ativities for Sieel Sles 127 Displying Ativities Detils 127 Adding or Updting Ativities 128 Adding or Updting Contts for Ativities 128 Adding Employees for Ativities 129 Sieel Moile Guide: Conneted Version 8.1/8.2 7

8 Contents Chpter 8: Using the Sieel Moile Applition for Sieel Field Servie Prepring to Strt the Dy 131 Reviewing Ativities 131 Ordering Prts for n Ativity 132 Prepring for Visit 133 Trvelling to Customer Site 133 Reording the Arrivl t the Customer Site 133 Reviewing the Steps nd Instrutions for n Ativity 134 Reviewing the Reommended Prts nd Tools 134 Performing Jo 134 Confirming Tht the Steps Are Completed 135 Tking Redings 135 Instlling nd Repling Prts 135 Working with Nonserilized Prts 135 Working with Serilized Prts 136 Removing Serilized Asset 136 Generting n RMA 137 Instlling Serilized Replement Asset 137 Closing the Visit 138 Mking Sure Tht All Remining Steps Are Completed 138 Reording the Time of Completion for the Ativity 138 Reording Expenses 139 Generting n Invoie for the Ativity 139 Closing the Ativity 140 Performing Misellneous Tsks 140 Reviewing Customer History 140 Logging New Servie Request 141 Generting Sles Order 141 Adding n Ativity 142 Verifying Inventory Updte 143 Updting Shift, Brek, nd Period of Unvilility 143 Index 8 Sieel Moile Guide: Conneted Version 8.1/8.2

9 1 Wht s New in This Relese Wht s New in Sieel Moile Guide: Conneted Version 8.1/8.2 Tle 1 lists the hnges desried in this version of the doumenttion to support this relese of the softwre. The new fetures desried in Tle 1 re ville in Sieel CRM version , Sieel CRM version , nd lter. Tle 1. Wht s New in Sieel Moile Guide: Conneted Version 8.1/8.2 Topi Setting SupportedMoileBrowser on pge 22 Seleting Fields, Drop-Down Lists, nd Reords on pge 41 Inline Editing on pge 41 Customizing Chek Boxes on pge 42 Dt Disply on pge 42 Show More nd Show Less Ions on pge 42 Configuring Sieel Moile Applition Settings on pge 53 Logging Out of Sieel Moile Applitions on pge 56 Desription Modified topi. The defult vlue for the Applition Ojet Mnger prmeter SupportMoileBrowser hs hnged to inlude support for Blkerry Moile. New topi. Desries Sieel Moile ehvior when seleting fields, drop-down lists, nd reords. New topi. Inline editing is now supported y Sieel Moile pplitions. New topi. You n hnge how hek oxes pper in Sieel Moile pplitions. New topi. You n disply dt in tulr formt in Sieel Moile pplitions. New topi. You n expnd or ontrt the informtion tht is displyed on the sreen. New topi. There is new Settings ion on the Sieel Moile pplition nner, whih you n use to onfigure the ehvior of Sieel Moile pplitions. You lso use the Settings ion to log out of Sieel Moile pplitions. Modified topi. You now log out of Sieel Moile pplitions, using the Settings ion on the pplition nner. Sieel Moile Guide: Conneted Version 8.1/8.2 9

10 Wht s New in This Relese Wht s New in Sieel Moile Guide: Conneted Version 8.1, Rev. B Tle 2 lists the hnges desried in this version of the doumenttion to support this relese ( nd ) of the softwre. Tle 2. Topi Wht s New in Sieel Moile Guide: Conneted Version 8.1, Rev. B Desription Sieel Moile Produts on pge 11 Requirements for Setting Up Sieel Moile Applitions on pge 18 Adding Ojet Mngers for Sieel Moile Applitions on pge 19 Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions on pge 20 Determining the Unique User Agent String for Your Moile Devie on pge 22 Adding Virtul Diretories for Sieel Moile Applitions on pge 24 Enling the Hndheld Component Groups for Sieel Moile Applitions on pge 25 Using the Atthment Feture on pge 49 Reviewing Notifition Messges on pge 51 Generting n Invoie for the Ativity on pge 139 Updting Shift, Brek, nd Period of Unvilility on pge 143 New topi. Desries the different moile pplitions tht re inluded in the Sieel produt line. New topi. Desries the requirements tht must e met efore setting up Sieel Moile pplitions. New topi. Desries how to run the new_ompdef_si sript to dd ojet mngers for Sieel Moile pplitions. New topi. Desries how to set the Sieel Applition Ojet Mnger prmeters for Sieel Moile pplitions. New topi. Desries how to determine the user gent string for your moile devie nd how to updte the SupportedMoileBrowser prmeter. New topi. Desries how to run the new_virdirs sript to dd virtul diretories for Sieel Moile pplitions. New topi. Desries how to enle the omponent groups for Sieel Moile pplitions. New topi. Desries how to tth new file nd URL ddress to ount nd ontt reords in your Sieel Moile pplition. Modified topi. You n now rete new nd modify existing notifition messges from your Sieel Moile pplition. Modified topi. You n now review the invoie line item detils for n tivity in your Sieel Moile onneted pplition for Sieel Servie. New topi. Desries how to updte shift, rek, nd period of unvilility in your Sieel Moile onneted pplition for Sieel Servie. 10 Sieel Moile Guide: Conneted Version 8.1/8.2

11 2 Overview of Sieel Moile Applitions This hpter introdues Orle s Sieel Moile pplitions. It ontins the following topis: Sieel Moile Produts on pge 11 Aout Sieel Moile Applitions on pge 14 Requirements for Using Sieel Moile Applitions on pge 15 System Requirements for Sieel Moile Applitions on pge 15 NOTE: The proedures in this guide ssume tht you do not use left-hnd nvigtion. However, you n set up left-hnd nvigtion. For more informtion out left-hnd nvigtion nd out implementing it, see Sieel Fundmentls for Sieel Open UI. Sieel Moile Produts Severl moile pplitions re inluded in the Sieel CRM produt line. Eh serves different purpose nd runs on different devies. Often, these pplitions omplement eh other. The moile pplitions re s follows: Sieel Moile Conneted Applitions. Sieel Business Applitions essed from rowser on moile devie, where the rowser is onneted to Sieel Server. This is new offering from Orle whih provides ess to Sieel Business Applitions, with its ntive look-nd-feel, from tlets nd smrtphones. The following pplitions re supported in onneted mode: Sieel Phrm, Sieel Consumer Goods, Sieel Sles, nd Sieel Field Servie. Sieel Moile Disonneted Applitions. Sieel pplitions essed from rowser on moile devie, where the rowser is not onneted to Sieel Server (offline mode). This is new offering from Orle whih provides ess to Sieel, with its ntive look-nd-feel, from tlets nd smrtphones. The following pplitions re urrently supported in disonneted mode: Sieel Phrm nd Sieel Field Servie. Sieel Moile We Client nd Sieel Remote. A disonneted lient nd supporting serverside softwre. These pplitions provide intelligent trnstion routing, dt synhroniztion, nd Store-nd-Forwrd Messging (SFM) pilities. Sieel Remote works only on Mirosoft Windows -sed desktops, lptops, nd tlets. NOTE: Store-nd-Forwrd Messging is only supported for existing ustomers using SFM pilities, nd it is no longer ville for new ustomers. Sieel Hndheld Applitions. A disonneted lient with dt filtering, dt synhroniztion, nd Store-nd-Forwrd Messging pilities. Sieel Hndheld pplitions only run on Mirosoft Windows Moile 6.5.x operting system. Sieel Wireless. Sieel Business Applitions delivered to lient rowsers tht onnet to Sieel Server through wireless network. Sieel Wireless runs on ny phone tht hs n HTML rowser. Sieel Moile Guide: Conneted Version 8.1/8.2 11

12 Overview of Sieel Moile Applitions Sieel Moile Produts Tle 3 desries the softwre omponents of Sieel Moile, nd the supported hrdwre devies. Tle 3. Sieel Moile Produt Softwre Components nd Supported Devies Produt Group Server Components Client Component Supported Client Devies Sieel Moile Conneted Sieel Moile pplition in online mode (tht is, onneted to Sieel Server) Client rowser. For more informtion, see Requirements for Using Sieel Moile Applitions on pge 15. HTML5-omplint moile devies, suh s: Apple ios devies (ipd nd iphone ) Android OS devies (Smsung Glxy tlets nd Glxy smrtphones) Blkerry 10 moile devies Mirosoft Windows 8 tlets Mirosoft Windows 8 smrtphones Sieel Moile Disonneted Sieel Moile pplition in offline mode (tht is, disonneted from Sieel Server) Synhroniztion ojet mnger Client rowser. For more informtion, see Requirements for Using Sieel Moile Applitions on pge 15. HTML 5-omplint moile devies, suh s: Apple ios devies (ipd nd iphone) Android OS devies (Smsung Glxy tlets nd Glxy smrtphones) Blkerry 10 moile devies Sieel Remote Sieel Remote Sieel Moile We Client Desktop PCs Store-nd-Forwrd Messging NOTE: Sieel Moile Conneted nd Sieel Moile Disonneted re not relted to the Sieel Moile We Client in ny wy. Lptops Tlets 12 Sieel Moile Guide: Conneted Version 8.1/8.2

13 Overview of Sieel Moile Applitions Sieel Moile Produts Tle 3. Sieel Moile Produt Softwre Components nd Supported Devies Produt Group Server Components Client Component Supported Client Devies Sieel Hndheld Applitions Hndheld Applition Synhroniztion Ojet Mnger Sieel Hndheld Client Windows Moile 6.5.x devies Store-nd-Forwrd Messging Sieel Wireless Wireless Ojet Mnger Client Browser Any moile devie running supported lient rowser, inluding wireless devies nd hndheld devies. Tle 4 desries the supported pplitions of Sieel Moile, nd doumenttion on the Sieel Bookshelf for informtion out these pplitions. Tle 4. Sieel Moile Produt Supported Applitions nd Relted Doumenttion Produt Group Supported Applitions Relted Doumenttion Sieel Moile Conneted Sieel Moile Disonneted Sieel Remote Sieel Consumer Goods Sieel Field Servie Sieel Sles Sieel Phrm Sieel Field Servie Sieel Phrm Almost ll Sieel Business Applitions nd Sieel Industry Applitions (Provides the sme look nd feel s those pplitions.) If using Sieel Moile pplitions in online mode only, then see the following: Sieel Moile Guide: Conneted Configuring Sieel Open UI Sieel Mintenne Relese Guide on My Orle Support If using Sieel Moile pplitions in oth online nd offline mode, then see the following: Sieel Moile Guide: Disonneted Configuring Sieel Open UI Sieel Mintenne Relese Guide on My Orle Support Sieel Remote nd Replition Mnger Administrtion Guide Sieel Store-nd-Forwrd Messging Guide for Moile We Client Sieel Moile Guide: Conneted Version 8.1/8.2 13

14 Overview of Sieel Moile Applitions Aout Sieel Moile Applitions Tle 4. Sieel Moile Produt Supported Applitions nd Relted Doumenttion Produt Group Supported Applitions Relted Doumenttion Sieel Hndheld Applitions Sieel Wireless Sieel Consumer Goods Sieel Field Servie Sieel Sles Sieel Medil Sieel Phrm Sieel Sles Sieel Field Servie Sieel Prtner Reltionship Mngement Sieel Self-Servie Applitions Sieel Consumer Goods Hndheld Guide Sieel Servie Hndheld Guide Sieel Sles Hndheld Guide Sieel Medil Hndheld Guide Sieel Phrm Hndheld Guide Sieel Store-nd-Forwrd Messging Guide for Hndheld Sieel Wireless Administrtion Guide Aout Sieel Moile Applitions Sieel Moile pplitions enle you to ess Sieel CRM informtion with your moile devie in rel time y permitting you to ess rowser-sed version of one of the following Sieel Business Applitions on your moile devie: Sieel Consumer Goods Sieel Sles Sieel Servie Sieel Phrm The URL ddress tht you use esses unique moile-enled Sieel Applition Ojet Mnger nd renders the UI using jquery Moile. jquery Moile is moile frmework or JvSript lirry tht is designed to simplify the lient-side sripting of HTML. It is used to rete moile pplitions with ntive look-nd-feel whih n run on multiple operting systems. For more informtion out jquery Moile, go to the jquerymoile Wesite t Sieel Moile pplitions re idel for field sles nd servie representtives whose ess is limited to their tlet or smrtphone devie while trvelling or in the field with ustomer. Sieel Moile pplitions re designed to mximize the following: Usility. Sieel Moile pplitions re designed for field sles nd servie users nd re optimized to support frequent tsks in the sles nd servie yle. Produtivity. Sieel Moile pplitions mximize produtivity y enling you to find the relevnt informtion esily nd to omplete importnt tivities quikly. 14 Sieel Moile Guide: Conneted Version 8.1/8.2

15 Overview of Sieel Moile Applitions Requirements for Using Sieel Moile Applitions Collortion. Sieel Moile onneted pplitions enle you to pss ontt informtion to other ontts, employees, or ount tem memers. Additionlly, you n shedule meetings nd lls with ontts, employees, ount tem memers, nd even ount ustomers, while you re moile. Requirements for Using Sieel Moile Applitions Sieel Moile pplitions use Sieel Open UI. Before you n use Sieel Moile pplitions, you must meet the following requirements: You must hve moile devie with n internet onnetion. The rowser on your moile devie must support the following: HTML5, CSS 3.0 or higher, nd JvSript 1.5 or higher. You hve reviewed the topis out Sieel Open UI nd Sieel Moile pplitions in the pplile Sieel Mintenne Relese Guide on My Orle Support (Artile ID ). System Requirements for Sieel Moile Applitions Sieel Moile pplitions run on HTML5-omplint rowsers on mny moile devies, inluding the following: Apple ios devies (ipd nd iphone) Android OS devies (Smsung Glxy tlets nd Glxy smrtphones) Mirosoft Windows 8 tlets nd smrtphones Orle does not ertify ny speifi devie s Sieel Moile pplitions re stndrds sed, nd they support ny devie with HTML5-omplint rowser. NOTE: For Sieel CRM produt releses nd lter nd for nd lter, the system requirements nd supported pltform ertifitions re ville from the Certifition t on My Orle Support. For informtion out the Certifition pplition, see rtile (Artile ID) on My Orle Support. Sieel Moile Guide: Conneted Version 8.1/8.2 15

16 Overview of Sieel Moile Applitions System Requirements for Sieel Moile Applitions 16 Sieel Moile Guide: Conneted Version 8.1/8.2

17 3 Setting Up Sieel Moile Applitions This hpter desries how to set up Sieel Moile onneted pplitions. It inludes the following topis: Proess of Setting Up Sieel Moile Conneted Applitions on pge 17 Requirements for Setting Up Sieel Moile Applitions on pge 18 Adding Ojet Mngers for Sieel Moile Applitions on pge 19 Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions on pge 20 Adding Virtul Diretories for Sieel Moile Applitions on pge 24 Enling the Hndheld Component Groups for Sieel Moile Applitions on pge 25 Assigning Responsiilities to Sieel Moile Applition Users on pge 26 Adding Moile Administrtion Views to Sieel Administrtor Responsiility on pge 29 Customizing Sieel Moile Applitions on pge 29 Enling JvSript for Sfri on pge 31 Trouleshooting Your Sieel Moile Applition on pge 32 Proess of Setting Up Sieel Moile Conneted Applitions To set up Sieel Moile onneted pplitions, perform the following tsks: 1 Requirements for Setting Up Sieel Moile Applitions on pge 18 2 Adding Ojet Mngers for Sieel Moile Applitions on pge 19 3 Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions on pge 20 4 Adding Virtul Diretories for Sieel Moile Applitions on pge 24 5 Enling the Hndheld Component Groups for Sieel Moile Applitions on pge 25 6 Assigning Responsiilities to Sieel Moile Applition Users on pge 26 7 Adding Moile Administrtion Views to Sieel Administrtor Responsiility on pge 29 8 Customizing Sieel Moile Applitions on pge 29 Sieel Moile Guide: Conneted Version 8.1/8.2 17

18 Setting Up Sieel Moile Applitions Requirements for Setting Up Sieel Moile Applitions Requirements for Setting Up Sieel Moile Applitions This tsk is step in Proess of Setting Up Sieel Moile Conneted Applitions on pge 17. Before strting to set up your Sieel Moile pplition, you must meet the following requirements: 1 The instlled softwre for Sieel Moile is Sieel Fix Pk / Instll either Sieel CRM version / for new instlltions or Sieel Fix Pk / for existing instlltions prior to / For more informtion out new instlltions nd pth instlltions, see Sieel Instlltion Guide for the operting system you re using. 2 If it is required, you must run the Sieel Inrementl Repository Merge to updte your dtse to / Running IRM is neessry only fter instlling / s pth instlltion for n existing x/8.2.2.x instlltion. For more informtion out setting up nd using Sieel Inrementl Repository Merge, see Sieel Dtse Upgrde Guide. For new instlltions, running Sieel Inrementl Repository Merge is not required. Instll fresh Sieel dtse nd go through the dtse instll proess to get to / Fix Pk. 3 All stndrd Sieel Server nd Sieel We Server Extension (SWSE) onfigurtions hve een rried out efore you run ny Sieel Moile sripts on the Sieel Server nd SWSE. For existing instlltions, you might hve to run some Sieel Moile sripts on the Sieel Server nd SWSE. For more informtion, see the following topis: Adding Ojet Mngers for Sieel Moile Applitions on pge 19 Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions on pge 20 Adding Virtul Diretories for Sieel Moile Applitions on pge 24 For new Sieel Moile instlltions, doing the stndrd Sieel Server nd SWSE onfigurtion is suffiient for the lnguge or lnguges seleted during Sieel CRM instlltion. However, to set up Sieel Moile pplitions for new lnguges, then omplete the following proedures: Adding Ojet Mngers for Sieel Moile Applitions on pge 19 Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions on pge 20 Adding Virtul Diretories for Sieel Moile Applitions on pge 24 NOTE: The Sieel Bookshelf is ville on Orle Tehnology Network ( tehnetwork/indexes/doumenttion/index.html) nd Orle Softwre Delivery Cloud. It might lso e instlled lolly on your intrnet or on network lotion. 18 Sieel Moile Guide: Conneted Version 8.1/8.2

19 Setting Up Sieel Moile Applitions Adding Ojet Mngers for Sieel Moile Applitions Adding Ojet Mngers for Sieel Moile Applitions This tsk is step in Proess of Setting Up Sieel Moile Conneted Applitions on pge 17 nd is required if deploying your Sieel Moile pplition in new lnguge. The following proedure shows you how to run the new_ompdef_si sript to dd new ojet mngers for Sieel Moile pplitions. Run new_ompdef_si on ll Sieel Servers tht must support Sieel Moile pplitions. Run new_ompdef_si one for eh lnguge tht must support Sieel Moile pplitions. Running the sript dds the Sieel Applition Ojet Mngers for Sieel Moile pplitions tht re in the HndheldSyn nd HndheldSynSIS omponent groups. For new instlltions of Sieel Moile pplitions, the Sieel Applition Ojet Mngers re reted y defult in the lnguge seleted during Sieel CRM instlltion. For exmple, if ENU is the lnguge seleted, then the Sieel Applition Ojet Mngers shown in Tle 5 re utomtilly dded for ENU so it is not neessry to dd them gin. However, if you wnt to run your Sieel Moile pplitions susequently in new lnguge, then you must run new_ompdef_si for eh lnguge tht must e supported, s shown in the following proedure. Tle 5. Sieel Applition Ojet Mngers for Sieel Moile Applitions Applition Ojet Mnger ephrmmojmgr_enu CGmOjMgr_enu SlesmOjMgr_enu ServiemOjMgr_enu Sieel Moile Applition Nme Sieel ephrm Moile Sieel CG Sles Enterprise Moile Sieel Sles Enterprise Moile Sieel Field Servie Moile To dd ojet mngers for Sieel Moile pplitions 1 Stop the Sieel Server. 2 Stop the Sieel Gtewy Nme Server nd mke kup of the siens.dt file. 3 Restrt the Sieel Gtewy Nme Server. 4 Set the SIEBEL_HOME environment vrile to the SES_HOME/siesrvr diretory. 5 Nvigte to the following folder from, for exmple, ommnd prompt: SES_HOME/siesrvr/in/<LANG> 6 Exeute one of the ommnds shown in the following tle, s required: Operting System Mirosoft Windows Commnd Exeute the following ommnd on Windows: new_ompdef_si.t <GATEWAY>:<PORT> <ENTERPRISE> <USERNAME> <PASSWORD> <LANG> Sieel Moile Guide: Conneted Version 8.1/8.2 19

20 Setting Up Sieel Moile Applitions Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions Operting System Linux or UNIX Commnd Exeute the following ommnd on Linux or UNIX: new_ompdef_si.ksh <GATEWAY>:<PORT> <ENTERPRISE> <USERNAME> <PASSWORD> <LANG> 7 When prompted, verify tht the prmeters pssed re orret. 8 Strt the Sieel Server. 9 Enle the omponent groups for Sieel Moile. For more informtion, see Enling the Hndheld Component Groups for Sieel Moile Applitions on pge 25. Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions This tsk is step in Proess of Setting Up Sieel Moile Conneted Applitions on pge 17 nd is required if deploying your Sieel Moile pplition in new lnguge. The following proedure shows you how to set the Sieel Applition Ojet Mnger prmeters. Sieel Applition Ojet Mnger prmeters must e set on every Sieel Server tht will support Sieel Moile, nd for eh lnguge tht must support Sieel Moile pplitions. For more informtion out Sieel Applition Ojet Mnger prmeters nd the Sieel Server Mnger, see Sieel System Administrtion Guide. For more informtion out enling Sieel Open UI for Sieel Applition Ojet Mngers, see Sieel Instlltion Guide for the operting system you re using. For new instlltions of Sieel Moile pplitions where, for exmple, ENU is the lnguge seleted, the Sieel Applition Ojet Mnger prmeter settings shown in Tle 6 re utomtilly preonfigured for ENU, so it is not neessry to set them gin. However, if you wnt to run your Sieel Moile pplitions susequently in new lnguge, then you must onfigure the prmeter settings shown in Tle 6 for the lnguge tht must e supported, s shown in the following proedure. To set the Sieel Applition Ojet Mnger prmeters 1 Log in to the srvrmgr. 2 Enter the following ommnds seprtely t the srvrmgr ommnd line for eh Sieel Moile pplition in the pproprite lnguge. For exmple, for U.S. English, enter the ommnds s follows: hnge prm EnleOpenUI = True for omp XOjmgr_enu hnge prm AppletSeletStyle="Applet Selet" for omp XOjmgr_enu hnge prm HighIntertivity=TRUE for omp XOjmgr_enu hnge prm MoileApplition=TRUE for omp XOjmgr_enu hnge prm EnleInlineForList=Never for omp XOjmgr_enu 20 Sieel Moile Guide: Conneted Version 8.1/8.2

21 Setting Up Sieel Moile Applitions Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions hnge prm ShowWriteReord=TRUE for omp XOjmgr_enu hnge prm EnleSIFousTrking=TRUE for omp XOjmgr_enu hnge prm SupportedMoileBrowser="Tlet:iPd,Android-Chrome-GT- P7510,Android-Chrome-Nexus,Android-Chrome-Miromx P500(Funook),weOS,MSIE- Windows NT-Touh,MSIE-Windows NT-ARM Phone:iPhone,iPod,Android-Chrome- Moile,MSIE-Windows Phone,BB10-Moile" for omp XOjmgr_enu For eh lnguge tht you wnt to set up for your Sieel Moile pplition, sustitute the lnguge in question for _enu. For exmple, use _esp to enter the ommnds for the Spnish lnguge s follows: hnge prm EnleOpenUI = True for omp XOjmgr_esp hnge prm AppletSeletStyle="Applet Selet" for omp XOjmgr_esp... Note tht the Sieel Applition Ojet Mnger prmeter settings shown in Tle 6 re required for ll Sieel Moile pplitions. Tle 6. Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions Prmeter Nme EnleOpenUI AppletSeletStyle HighIntertivity MoileApplition Prmeter Setting EnleOpenUI=TRUE AppletSeletStyle="Applet Selet" HighIntertivity=TRUE MoileApplition=TRUE For more informtion, see Setting MoileApplition on pge 22. EnleInlineForList ShowWriteReord EnleInlineForList EnleSIFousTrking SupportedMoileBrowser EnleInlineForList=Never ShowWriteReord=TRUE EnleInlineForList=Never EnleSIFousTrking=TRUE SupportedMoileBrowser="Tlet:iPd,Android-Chrome-GT- P7510,Android-Chrome-Nexus,Android-Chrome-Miromx P500(Funook),weOS,MSIE-Windows NT-Touh,MSIE-Windows NT-ARM Phone:iPhone,iPod,Android-Chrome-Moile,MSIE- Windows Phone,BB10-Moile" NOTE: This is the defult vlue for SupportedMoileBrowser. However, this vlue might vry depending on the rowser you re using, the rowser version, your operting system, the nme of your devie, the devie type, nd so on. For more informtion, see Setting SupportedMoileBrowser on pge 22. Sieel Moile Guide: Conneted Version 8.1/8.2 21

22 Setting Up Sieel Moile Applitions Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions Setting MoileApplition Set MoileApplition to true for eh Sieel Applition Ojet Mnger tht you set up for Sieel Moile so tht the look-nd-feel of the pplition will disply in moile (nd not desktop) mode. For more informtion out how to set MoileApplition, see Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions on pge 20. Setting SupportedMoileBrowser Set SupportedMoileBrowser to inlude eh different type of moile devie tht you wnt your Sieel Moile pplition to support. The defult vlue for SupportedMoileBrowser for Sieel Moile / or lter is s follows: SupportedMoileBrowser="Tlet:iPd,Android-Chrome-GT-P7510,Android-Chrome- Nexus,Android-Chrome-Miromx P500(Funook),weOS,MSIE-Windows NT-Touh,MSIE- Windows NT-ARM Phone:iPhone,iPod,Android-Chrome-Moile,MSIE-Windows Phone,BB10- Moile" For informtion out how to set SupportedMoileBrowser, see Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions on pge 20. Syntx for Listing the Prmeter Vlue The syntx for listing the prmeter vlues is s follows: A olon (:) must follow eh new devie type. For exmple: Devie: A vertil r ( ) must seprte eh moile devie definition. The vlue fter the vertil r up until the next olon (:) is onsidered s the strt of new devie type definition. The vlues fter the olon (:) represent the unique user gent strings for different moile devies. The user gent strings re seprted y omm. If there is no olon (:) in the SupportedMoileBrowser string, then it is ssumed tht the SupportedMoileBrowser string is defining moile devie of type Tlet y defult. You n hnge the defult vlue of SupportedMoileBrowser y dding the unique user gent strings for more moile devies to the prmeter. For more informtion, see Determining the Unique User Agent String for Your Moile Devie on pge 22. Determining the Unique User Agent String for Your Moile Devie A user gent string is the string tht the rowser sends to server every time it visits We pge. The user gent string inludes informtion out the following: the rowser you re using, the rowser version, your operting system, the nme of your devie, the devie type, nd so on. The server (elonging to the We pge tht you re visiting) uses this informtion to provide you with the ontent tht est suits the rowser nd devie tht you re using. To otin the user gent string for your moile devie, rowse to the following or similr We site from your moile devie: 22 Sieel Moile Guide: Conneted Version 8.1/8.2

23 Setting Up Sieel Moile Applitions Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions After you otin the user gent string for the moile devie, you must pik the words from the user gent string whih will uniquely identify your devie type, devie nme, the operting system eing used, rowser, rowser version, nd so on. All user gent strings typilly ontin ommon words like Mozill, Linux, nd AppleWeKit so e reful when piking the unique words to identify your devie. The following proedure shows you how to determine the unique user gent string for your moile devie for Sieel Moile / or lter, nd how to dd the unique user gent string to SupportedMoileBrowser. When forming your unique user gent string, note tht the sequene of the words does not mtter, the omintion of words must e unique, nd the words must e seprted y hyphen (-). When dding user gent strings to SupportedMoileBrowser, the user gent strings must e seprted y omm. Note the following: To dd new phone devie, then dd the user gent string to the Phone: setion of SupportedMoileBrowser. To dd new tlet devie, then dd the user gent string to the Tlet: setion of SupportedMoileBrowser. To determine the unique user gent string for your moile devie 1 Strt the rowser on your moile devie. 2 Nvigte to the following We site from the rowser on your moile devie: 3 The user gent string for your moile devie nd rowser is returned. Note tht the user gent string tht is returned will vry depending on the rowser you re using, the rowser version, your operting system, the nme of your devie, the devie type, nd so on. But n exmple of user gent string for Glxy tlet (moile devie) is s follows: Mozill/5.0 (Linux; Android 4.0.4; GT-P7510 Build/IMM76D) AppleWeKit/ (KHTML, like Geko) Chrome/ Sfri/ An exmple of user gent string for Glxy Note (phone devie) is s follows: Mozill/5.0 (Linux; Android 4.0.4; GT-N7000 Build/IMM76D) AppleWeKit/ (KHTML, like Geko) Chrome/ Moile Sfri/ To dd the unique user gent string for Glxy tlet, do the following: Pik Android, GT-P7510, nd Chrome to form the unique user gent string euse the other elements in the string re ommon for other ndroid-sed devies. Add Android-Chrome-GT-P7510 to SupportedMoileBrowser, for exmple, s follows: SupportedMoileBrowser="Tlet:iPd,Linux,Android-Chrome,Android-Chrome-GT- P7510,weOS,MSIE-Windows NT-Touh,MSIE-Windows NT- ARM Phone:iPhone,iPod,Linux,Android-Chrome-Moile,MSIE-Windows Phone" Sieel Moile Guide: Conneted Version 8.1/8.2 23

24 Setting Up Sieel Moile Applitions Adding Virtul Diretories for Sieel Moile Applitions 5 Then do the following to dd the unique user gent string for Glxy Note (phone devie): Pik Android, Moile, nd Chrome to form the unique user gent string euse the other elements in the string re ommon for other ndroid-sed phone devies. Add Android-Chrome-Moile to SupportedMoileBrowser, for exmple, s follows: SupportedMoileBrowser="Tlet:iPd,Linux,Android-Chrome,weOS,MSIE-Windows NT- Touh,MSIE-Windows NT-ARM Phone:iPhone,iPod,Linux,Android-Chrome-Moile,MSIE- Windows Phone" NOTE: The word Moile is lwys present in the user gent strings of Android-sed phones, so it is not neessry to dd the devie nme or model numer to the server prmeter string. Adding Virtul Diretories for Sieel Moile Applitions This tsk is step in Proess of Setting Up Sieel Moile Conneted Applitions on pge 17 nd is required if deploying your Sieel Moile pplition in new lnguge. Use the following proedure to run the new_virdirs sript to dd virtul diretories for Sieel Moile. You rete virtul diretories on prtiulr We server where Sieel We Server Extension (SWSE) is instlled. You must rete the virtul diretories on every We server tht supports Sieel Moile pplitions. For more informtion out reting ustom virtul diretories, see Sieel Instlltion Guide for the operting system you re using. For new instlltions of Sieel Moile pplitions, the virtul diretories re reted y defult in the lnguge seleted during Sieel CRM instlltion. For exmple, if ENU is the lnguge seleted, then virtul diretories re utomtilly dded for ENU. However, if you wnt to run your Sieel Moile pplitions susequently in new lnguge, then you must run new_virdirs for eh lnguge tht must e supported, s shown in the following proedure. To dd virtul diretories for Sieel Moile pplitions 1 Stop the We server. For more informtion out strting nd stopping the We server, see Sieel Instlltion Guide for the operting system you re using. 2 Crete kup opy of eh of the following files: epps.fg epps_si.fg We server onfigurtion files. For exmple, oj.onf, httpd.onf, nd so on. 3 From the EAPPWEB_HOME/onfig diretory, exeute the new_virdirs.sh or new_vdirs.t sript with the pproprite prmeters shown in the following tle. 24 Sieel Moile Guide: Conneted Version 8.1/8.2

25 Setting Up Sieel Moile Applitions Enling the Hndheld Component Groups for Sieel Moile Applitions Operting System Mirosoft Windows Prmeters Only one prmeter is required on Windows: eppwe\onfig\new_virdirs.t <LANG> Linux or UNIX The sript on UNIX operting systems epts oth <LANG> nd <WEBSERVER_LOCATION>: where:./new_virdirs.sh <LANGUAGES> <WEBSERVER_LOCATION> LANGUAGES is list of lnguge odes, where omm seprtes eh ode. WEBSERVER_LOCATION identifies the folder where the We server resides. NOTE: If exeution of the new_virdirs.sh or new_vdirs.t sript fils, then you must restore ll neessry files from the kup in Step 2. 4 Restrt the We server. Aess the new omponents using the URL. For more informtion out the Sieel Moile pplition URLs, see Logging In to Sieel Moile Applitions on pge 33. Enling the Hndheld Component Groups for Sieel Moile Applitions The hndheld omponents for Sieel Moile onneted must e enled on the supported Sieel Server. The following proedure shows you how to enle the hndheld omponent groups tht re required for Sieel Moile pplitions. This tsk is step in Proess of Setting Up Sieel Moile Conneted Applitions on pge 17. To enle the hndheld omponent groups for Sieel Moile pplitions 1 Log in to the Sieel We pplition, nd then do the following: Nvigte to the Administrtion - Server Configurtion sreen, then the Component Groups view. Query for the HndheldSyn* omponent group. The following hndheld omponent groups re returned: HndheldSyn HndheldSynSIS For eh of these omponent groups, do the following: Selet the omponent group, nd then lik the Enle utton. Sieel Moile Guide: Conneted Version 8.1/8.2 25

26 Setting Up Sieel Moile Applitions Assigning Responsiilities to Sieel Moile Applition Users In the Component Group Assignments pplet, lik the Enle utton for the required Sieel Server. d If required, go to the LifeSienes omponent group, nd enle it s desried in Step. NOTE: The LifeSienes omponent group must only e enled if using the Sieel Moile pplition for Sieel Phrm. 2 Stop, nd then restrt the Sieel Server. Assigning Responsiilities to Sieel Moile Applition Users Responsiilities ontrol the views to whih users hve ess. This tsk is step in Proess of Setting Up Sieel Moile Conneted Applitions on pge 17. To ssign user responsiilities to Sieel Moile pplition users 1 Log in to the Sieel pplition s user with Administrtive responsiility. 2 Nvigte to the Administrtion - Applition sreen, then the Responsiilities view. 3 Query for n pproprite Sieel Moile pplition user role. For exmple, query for the following: PH Phrm Sles Rep - US Sles 4 In the lower pplet under views, dd the pproprite Sieel Moile pplition views. NOTE: Views for the following moile pplitions re dded y defult s prt of the seed dt for Sieel Moile, so it is not neessry to mnully dd them gin: Sieel ephrm Moile, Sieel Consumer Goods Moile, Sieel Sles Moile, Sieel Field Servie Moile. The following views re dded y defult for Sieel Phrm: Phrm Aount Addresses View - Moile Phrm Aount Affilitions View - Moile Phrm Aount Clls View - Moile Phrm Aount Contt View - Moile Phrm Aount List View - Moile Phrm Aount Reltionships View - Moile Phrm Contt Address View - Moile Phrm Contt Affilitions View - Moile Phrm Contt Best Contt Times View - Moile Phrm Contt Cll View - Moile Phrm Contt List View - Moile Phrm Contt Reltionships View - Moile Phrm Contt Stte Lienses View - Moile SIS HH Phrm Aount Cll Attendee View - Moile SIS HH Phrm Professionl Cll Produts Detiled View - Moile SIS HH Phrm Professionl Promotionl Items View - Moile SIS HH Phrm Professionl Smples Dropped View - Moile LS Phrm Professionl Cll Exeute View - Moile 26 Sieel Moile Guide: Conneted Version 8.1/8.2

27 Setting Up Sieel Moile Applitions Assigning Responsiilities to Sieel Moile Applition Users LS Phrm Cll Signture Cpture View - Moile LS Phrm Cll Vlidtion Results View - Moile LS Phrm Signture Audit Administrtion View_PUI LS Phrm Professionl Cll Exeute View - Moile The following views re dded y defult for Sieel Consumer Goods: CG Aount Addresses View - Moile CG Aount Clls Views - Moile CG Aount Contts View - Moile CG Aount List View - Moile CG Aount Notes View - Moile CG Aount Orders View - Moile CG Aount Produt Audits View - Moile CG Aount Produts View - Moile CG Contt Addresses View - Moile CG Contt Best Cll Times View - Moile CG Contt List View - Moile CG Routes Aounts View - Moile CG Routes List View - Moile CG Cll Aount Assessment View - Moile CG Cll Aount Notes View - Moile CG Cll Merhndising Audits View - Moile CG Cll Orders View - Moile CG Cll Retil Audit List View - Moile CG Outlet Visit Ativities List View - Moile CG Visit Cll Items List View - Moile CG Order List View - Moile CG Return Order List View - Moile The following views re dded y defult for Sieel Sles: SHCE Aount List View - Moile SHCE Aount Contts View - Moile SHCE Aount Opportunity View - Moile SHCE Aount Address View - Moile SHCE Aount Ativities View - Moile SHCE Aount Tem View - Moile SHCE Sles Contt List View - Moile SHCE Sles Contt Opportunities View - Moile SHCE Contt Tem View - Moile SHCE Contt Address View - Moile SHCE Sles Led List View - Moile SHCE Sles Led Opportunities View - Moile SHCE Opportunities List View - Moile SHCE Sles Opportunities Contts View - Moile SHCE Sles Opportunities Produts View - Moile SHCE Sles Opportunities Quotes View - Moile SHCE Sles Opportunities Ativities View - Moile SHCE Sles Opportunities Opportunity Tem View - Moile SHCE Quote List View - Moile SHCE Quote QuoteItem View - Moile Sieel Moile Guide: Conneted Version 8.1/8.2 27

28 Setting Up Sieel Moile Applitions Assigning Responsiilities to Sieel Moile Applition Users SHCE Quote Order View - Moile SHCE Quote Tem View - Moile SHCE Sles Orders List View - Moile SHCE Sles Order line Item View - Moile SHCE Ativity List View - Moile SHCE Sles Ativity Contt Form View - Moile SHCE Sles Ativity Employee Form View - Moile The following views re dded y defult for Sieel Field Servie: SHCE Servie Aount Assets View - Moile SHCE Servie Aount Contts View - Moile SHCE Servie Aount Entitlements View - Moile SHCE Servie Aount SRs View - Moile SHCE Servie Aounts View - Moile SHCE Servie Ativity Assets List View - Moile SHCE Servie Ativity Atthment View - Moile SHCE Servie Ativity Contt Form View - Moile SHCE Servie Ativity FS Expense View - Moile SHCE Servie Ativity FS Instrutions List view - Moile SHCE Servie Ativity FS Steps View - Moile SHCE Servie Ativity Home Pge View - Moile SHCE Servie Ativity Invoie Signture View - Moile SHCE Servie Ativity SR List View - Moile SHCE Servie Ativity Time View - Moile SHCE Servie Asset Entitlements View - Moile SHCE Servie Asset List View - Moile SHCE Servie Asset Mesurement View - Moile SHCE Servie Asset Reding View - Moile SHCE Servie Asset Wrrnty View - Moile SHCE Servie FS Ativity Prt Movements View - Moile SHCE Servie FS Ativity Reommended Prts Tools - Moile SHCE Servie FS Invoie - Auto Invoie View - Moile SHCE Servie Invoie Line Item Detils View - Moile SHCE Servie Invoie List View - Moile SHCE Servie Invoie line Item View - Moile SHCE Servie My Prt Browser View - Moile SHCE Servie Order line Item View - Moile SHCE Servie Orders List View - Moile SHCE Servie Prt Browser Avilility View - Moile SHCE Servie Prt Browser Sustitute View - Moile SHCE Servie SR Ativity View - Moile SHCE Servie SR Invoies View - Moile SHCE Servie SR Orders View - Moile SHCE Servie Servie Request Invoie Signture View - Moile SHCE Servie Servie Request View - Moile SHCE Tehniin Breks View - Moile SHCE Tehniin POU View - Moile SHCE Tehniin Shifts View - Moile SHCE Prt Browser Sustitute View - Moile For more informtion out ssoiting views nd responsiilities with users, nd setting responsiilities for users, see Sieel Seurity Guide nd Sieel Applitions Administrtion Guide. 28 Sieel Moile Guide: Conneted Version 8.1/8.2

29 Setting Up Sieel Moile Applitions Adding Moile Administrtion Views to Sieel Administrtor Responsiility Adding Moile Administrtion Views to Sieel Administrtor Responsiility Use the following proedure to dd the moile dministrtion views to the Sieel dministrtor responsiility. This tsk is step in Proess of Setting Up Sieel Moile Conneted Applitions on pge 17. To dd the moile dministrtion views to the Sieel dministrtor responsiility 1 Log in to the Sieel pplition s user with Administrtive responsiility. 2 Nvigte to the Administrtion - Applition sreen, then the Views view. 3 Clik New, nd dd the following new views: Hndheld Business Component Filters Administrtion View Moile Hndheld Applition Administrtion Settings View Moile 4 In the Responsiility list pplet, dd the Sieel Administrtor responsiility for the new views you dded in Step 3. Customizing Sieel Moile Applitions This tsk is step in Proess of Setting Up Sieel Moile Conneted Applitions on pge 17. You n use Sieel Open UI Moile frmework, templtes, nd style sheets to onfigure the user interfe nd ehvior of your Sieel Moile pplition to ddress your prtiulr usiness needs. You n ustomize the look-nd-feel of your Sieel Moile pplition y modifying the JvSript files nd y using Sieel Tools to expose different ojets in your pplition. The following ustomiztions re reommended: Set up the jquery Moile (JQM) grid renderer so tht the moile pplition dt displys in grid (tulr) formt. Set up lndspe nd portrit lyout for moile pplitions so tht the views re visile on tlets. Set up infinite sroll for moile pplitions, whih is feture tht llows you to sroll through reords in list pplet indefinitely. Set up GPS so tht when you tp the Pin ion in moile pplitions, mp window opens showing the lotion detils. For more speifi informtion out how to implement eh of these reommendtions nd other moile ustomiztions, see Configuring Sieel Open UI. Sieel Moile Guide: Conneted Version 8.1/8.2 29

30 Setting Up Sieel Moile Applitions Customizing Sieel Moile Applitions Configuring Applition Templtes nd Style Sheets You n use the Sieel Open UI Moile frmework, templtes, nd style sheets to ustomize the looknd-feel of your Sieel Moile pplition. For more informtion out the Sieel Open UI templtes nd style sheets, see Configuring Sieel Open UI. Modifying the CSS Style Sheet Sieel Moile pplitions inlude redy-to-use ss style sheet, lled theme-lk.ss. You n modify the theme-lk.ss style sheet to get the required look-nd-feel for your pplition interfe. For Apple iphone pplitions, you n modify the theme-phone.ss style sheet. For more informtion out the Sieel Open UI style sheets, see Configuring Sieel Open UI. Using Third-Prty JvSript Plug-Ins to Customize Sieel Moile Applitions You n modify the JvSript files to ustomize the look-nd-feel of your Sieel Moile pplition fetures. The following third-prty rowser plug-ins re supported: Moisroll Use this plug-in to dd sroll wheel for dte-time editor. For more informtion out Moisroll, see the Moisroll doumenttion. jquery Moile Use this plug-in to dd touh-friendly UI widgets, inluding: jquery UI Google Mp 3.0. Use this plug-in to integrte Google Mps mpping servie. jquery Moile SimpleDilog. Use this plug-in to rete modl dilog ox. jquery SwipeButton.js. Use this plug-in to dd the iphone swipe-funtionlity for deleting items on list views. jquery srollview. Use this plug-in to dd gr-nd-drg srolling. jquery.signturepd.min.js. Use this plug-in to rete signture nvs for pturing signtures in your moile pplition. jquery ThemeRoller. Use this plug-in to define the lyout nd olor sheme for the pges in your moile pplition. For more informtion out jquery Moile, go to the jquerymoile Wesite. For more informtion out implementing eh of these JvSript plug-ins to ustomize the looknd-feel of your Sieel Moile pplition fetures, see Configuring Sieel Open UI. Using Sieel Tools to Expose Ojets in Sieel Moile Applitions You n use the sme tool set (Sieel Tools) nd other infrstruture s the rest of the Sieel Business Applitions, to onfigure the user interfe nd ehvior of mny spets of your Sieel Moile pplition to ddress your prtiulr usiness needs. In prtiulr, you must use Sieel Tools to do the following: Configure Sieel Open UI to disply desktop views in moile We lients. Apply Sieel We templtes to moile views. Set up dt for moile exmples. 30 Sieel Moile Guide: Conneted Version 8.1/8.2

31 Setting Up Sieel Moile Applitions Enling JvSript for Sfri Crete ustom moile list. Add mps tht inlude lotion dt in moile pplition. For more informtion out these tsks nd others nd out using Sieel Tools to expose ojets in Sieel Moile pplitions, see Configuring Sieel Open UI. Relted Topis Inline Editing on pge 41 Customizing Chek Boxes on pge 42 Dt Disply on pge 42 Displying Lotion Detils on pge 48 Configuring Sieel Moile Applition Settings on pge 53 Enling JvSript for Sfri To use Sieel Moile pplitions on Sfri, JvSript must e enled for Sfri. To enle JvSript for Sfri 1 Strt your Sfri rowser. 2 Selet Preferenes from the Sfri menu. 3 Clik Seurity. 4 Selet the Enle JvSript option. 5 Close the Preferenes window. 6 Close nd restrt Sfri. Sieel Moile Guide: Conneted Version 8.1/8.2 31

32 Setting Up Sieel Moile Applitions Trouleshooting Your Sieel Moile Applition Trouleshooting Your Sieel Moile Applition Tle 7 shows some ommon errors tht users might enounter when trying to ess Sieel Moile pplitions on their moile devie. Tle 7. Trouleshooting Your Sieel Moile Applition Prolem Cuse Solution The Sieel Moile pplition user interfe is not displying orretly on the moile devie. If you get errors similr to the following: Tg: swe:nv-ontrol is not vlid in this ontext.... Error reting Prmeter:HighIntertivity for in CompGroup:HndheldSynSIS Strit Flg set to FALSE, ontinuing with the next Ojet... Error reting Prmeter:MoileApplition for in CompGroup:HndheldSynSIS Strit Flg set to FALSE, ontinuing with the next Ojet... The Sieel Moile pplition is not rendering orretly. The Sieel Moile pplition is not rendering orretly. Chek the rowser tht is eing used on your moile devie. The rowser on your moile devie must support the following: HTML5 CSS 3.0 or higher JvSript 1.5 or higher Mke sure tht the Sieel Applition Ojet Mnger prmeters re onfigured orretly for your Sieel Moile pplition. If you hve to set the prmeters gin, mke sure tht you run the srvrmgr ommnd for your Sieel Applition Ojet Mnger. For more informtion, see Setting Sieel Applition Ojet Mnger Prmeters for Sieel Moile Applitions on pge Sieel Moile Guide: Conneted Version 8.1/8.2

33 4 Getting Strted with Sieel Moile Applitions This hpter desries how to get strted with Sieel Moile pplitions, nd the ommon proedures tht you n exeute in online (onneted) mode in ll Sieel Moile pplitions. It inludes the following topis: Logging In to Sieel Moile Applitions on pge 33 Nvigting Sieel Moile Applitions User Interfe on pge 34 Using the Clendr Feture on pge 43 Running Predefined Queries on pge 43 Mnging Reords in Sieel Moile Applitions on pge 43 Menu Button on pge 47 Creting Bookmrks on pge 48 Displying Lotion Detils on pge 48 Using the Atthment Feture on pge 49 Strting n Externl Applition on pge 51 Reviewing Notifition Messges on pge 51 Printing from Sieel Moile Applitions on pge 52 Configuring Sieel Moile Applition Settings on pge 53 Logging Out of Sieel Moile Applitions on pge 56 NOTE: For more detiled informtion out Sieel Phrm, Sieel Field Servie, nd Sieel Consumer Goods, see the pproprite guide on the Sieel Bookshelf: Sieel Life Sienes Guide, Sieel Field Servie Guide, Sieel Consumer Goods Guide. Logging In to Sieel Moile Applitions Sieel Moile pplitions re optimized to run on moile devies. This topi desries how to log in to Sieel Moile pplitions on your moile devie. To log in to Sieel Moile pplitions 1 Strt the rowser on your moile devie. 2 Enter the URL ddress for Sieel Moile pplitions in the following formt: site domin>/<ojmgr_<lng>/strt.swe For exmple, if the We site is nd the Sieel Applition Ojet Mnger omponent (Ojmgr) is ephrmm_enu, gm_enu, slesm_enu, or serviem_enu, then the URL is s follows: Sieel Moile Guide: Conneted Version 8.1/8.2 33

34 Getting Strted with Sieel Moile Applitions Nvigting Sieel Moile Applitions User Interfe Do not omit strt.swe or use previous URL (with SWE ommnds) euse the onnetion to the server might fil. You n lso rete n ion on your ipd for the Sieel Moile pplition, nd tp this ion to strt the pplition, rther thn enter the URL ddress eh time to strt the pplition. Sieel Moile pplitions hve their own URL ddresses, whih re different from the URL ddresses tht you use to ess the typil Sieel Business Applitions. You n ess Sieel Business Applitions with full funtionlity on your moile devie rowser y logging in using the pproprite URL ddress. 3 Enter your login redentils, for exmple, s follows: 4 Tp Login. Usernme: JSmith Pssword: pssword When you log in to Sieel Moile onneted pplitions, you re onneted to unique moileenled Sieel Applition Ojet Mnger for the Sieel pplition. By defult, you log in to Sieel Moile onneted pplitions in onneted mode, where you re onneted to the Sieel Server. Nvigting Sieel Moile Applitions User Interfe The user interfe for Sieel Moile pplitions is divided into three res: the pplition nner, the left pne, nd the right pne. The llouts in Figure 1 on pge 35 show these three res. Applition Bnner The pplition nner ppers long the top of the UI, nd it persists for ll views. The nner displys ions representing Sieel ojets tht you n ess using Sieel Moile pplitions. Tpping ny Sieel ojet ion redirets you to sreen where you n mnge the seleted Sieel ojet. The pplition nner for some Sieel Moile pplitions displys the following Sieel ojets y defult: Contts nd Aounts. However, other Sieel ojets re ville on the pplition nner ording to the Sieel Moile pplition tht you re using, s shown in Tle 8. Tle 8. Sieel Ojets on the Applition Bnner Applition Sieel Moile onneted pplition for Sieel Phrm Sieel Ojets The following Sieel ojets re ville on the pplition nner: Clls, Contts, nd Aounts. For more informtion, see Chpter 5, Using the Sieel Moile Applition for Sieel Phrm. 34 Sieel Moile Guide: Conneted Version 8.1/8.2

35 Getting Strted with Sieel Moile Applitions Nvigting Sieel Moile Applitions User Interfe Tle 8. Sieel Ojets on the Applition Bnner Applition Sieel Moile onneted pplition for Sieel Consumer Goods Sieel Moile onneted pplition for Sieel Sles Sieel Moile onneted pplition for Sieel Field Servie Sieel Ojets The following Sieel ojets re ville on the pplition nner: Clls, Contts, Aounts, Routes, Orders, nd Returns. For more informtion, see Chpter 6, Using the Sieel Moile Applition for Sieel Consumer Goods. The following Sieel ojets re ville on the pplition nner: Contts, Aounts, Ativities, Leds, Opportunities, Orders, nd Quotes. For more informtion, see Chpter 7, Using the Sieel Moile Applition for Sieel Sles. The following Sieel ojets re ville on the pplition nner: Ativities, Servie Requests, Aounts, Prt Browser, Orders, Invoies, nd Assets. For more informtion, see Chpter 8, Using the Sieel Moile Applition for Sieel Field Servie. Applition Bnner Ions: - Bk - Sieel Ojets: - Cll - Aounts - Contts - PDQ - Notifition Left Pne showing Clls List - Photo Menu Button Pin Right Pne showing Cll Detils Forwrd nd Bk nvigtion ion New Menu Button Edit Relted Items Figure 1. Sieel Moile Conneted Applition: Clls List nd Cll Detils Sieel Moile Guide: Conneted Version 8.1/8.2 35

36 Getting Strted with Sieel Moile Applitions Nvigting Sieel Moile Applitions User Interfe The Bk ion is ville on the left side of the pplition nner eside the Sieel ojets. The following ions re ville on the right side of the pplition nner: PDQ (Predefined Query), Notifition, nd Logout. Bk. Tp this ion to return to the previous pge view. For more informtion, see Using the Bk Button on the Applition Bnner on pge 41. PDQ (Predefined Query). Tp this ion to disply list of the ville predefined queries, whih you n run for the seleted ojet on the pplition nner. For more informtion, see Running Predefined Queries on pge 43. Notifition. Tp this ion to disply notifition messges. For more informtion, see Reviewing Notifition Messges on pge 51. Photo. Tp this ion to onfigure the ehvior of Sieel Moile pplitions, or to log out of Sieel Moile pplitions. For more informtion, see Configuring Sieel Moile Applition Settings on pge 53. Left Pne The left pne, on the left side of the UI, displys different informtion ording to the seletion tht you mke in the UI. For exmple: If you tp Clls on the pplition nner, then the left pne displys the Clls list. For more informtion, see Displying the List nd Reord Detils View on pge 39. If you open ll reord y tpping ny relted item ssoited with the ll reord, then the left pne displys the ll reord s detils. For more informtion, see Opening Reords nd Assoited Relted Items on pge 39. Right Pne The right pne or work re, on the right side of the UI, displys ontext informtion ording to the seletion tht you mke in the left pne nd in the UI in generl. For exmple: If you tp Clls on the pplition nner nd ll reord in the Clls list, then the work re displys the ll reord s detils. For more informtion, see Displying the List nd Reord Detils View on pge 39. If you open ll reord y tpping ny relted item ssoited with the ll reord, then the work re displys the relted item informtion. For more informtion, see Opening Reords nd Assoited Relted Items on pge Sieel Moile Guide: Conneted Version 8.1/8.2

37 Getting Strted with Sieel Moile Applitions Nvigting Sieel Moile Applitions User Interfe Nvigting Sieel Moile Applitions in Lndspe Mode Sieel Moile pplitions work with vriety of moile nd tlet devies. If you re fmilir with nvigting ipd pplitions, then you will find tht nvigting Sieel Moile pplitions is similr. The following proedure shows you how to nvigte Sieel Moile pplitions. This proedure ssumes tht your moile devie is in lndspe mode. To nvigte Sieel Moile pplitions in lndspe mode 1 Strt the rowser on your moile devie. 2 Enter the URL ddress for Sieel Moile pplitions, nd then log in to the pplition. For informtion, see Logging In to Sieel Moile Applitions on pge 33. The home pge for Sieel Moile pplitions ppers immeditely fter logging in, nd it is the strting point for using Sieel Moile pplitions. The following interfe elements re present on the home pge: Applition nner. The pplition nner ppers long the top of the home pge, nd it persists for ll views. Left pne. The left pne displys list informtion ording to the ojet tht is seleted on the pplition nner. Right pne. The right pne or work re displys the detils for the seleted reord from the list in the left pne. For more informtion out these user-interfe elements, see Nvigting Sieel Moile Applitions User Interfe on pge To nvigte wy from the urrent list nd reord detils view, tp nother option on the pplition nner. For more informtion out the list nd reord detils view, see Displying the List nd Reord Detils View on pge To open reords nd ssoited relted items, sees Opening Reords nd Assoited Relted Items on pge To serh for reords in Sieel Moile pplitions, see Serhing for Reords on pge To rete, modify, or delete reords in Sieel Moile pplitions, see the following: Creting Reords on pge 44 Modifying Reords on pge 45 Deleting Reords on pge 46 7 To log out of Sieel Moile pplitions, see Logging Out of Sieel Moile Applitions on pge 56. Sieel Moile Guide: Conneted Version 8.1/8.2 37

38 Getting Strted with Sieel Moile Applitions Nvigting Sieel Moile Applitions User Interfe Nvigting Sieel Moile Applitions in Portrit Mode You nvigte Sieel Moile pplitions in portrit mode in muh the sme wy s in lndspe mode, exept for the following differenes: The home pge displys only the pplition nner nd the list view y defult. Tht is, there is only one pne in portrit mode. When you tp reord from the list, the reord detils re displyed in full sreen mode, minimizing the list view. To show the list view gin, you must tp Bk on the pplition nner. The following proedure shows you how to nvigte Sieel Moile pplitions in portrit mode. This proedure ssumes tht your moile devie is in portrit mode. To nvigte Sieel Moile pplitions in portrit mode 1 Strt the rowser on your moile devie. 2 Enter the URL ddress for the Sieel Moile pplition, nd then log in to the pplition s shown in Logging In to Sieel Moile Applitions on pge 33. The following interfe elements re displyed on the home pge of Sieel Moile pplitions in portrit mode: Applition nner. The pplition nner ppers long the top of the home pge, nd persists for ll views. Right pne. The right pne or work re displys list informtion ording to the ojet tht is seleted on the pplition nner. 3 To disply the detils for reord, tp tht reord in the list. The reord detils re displyed in full sreen mode, minimizing the list view (tht is, the list view disppers). The first four or five fields in the reord re displyed. To disply ny dditionl fields, tp Show More. The heder r typilly displys the following: Menu utton, New (+), nd Edit ions. The relted items (or hild ojets) tht n e ssoited with the reord re displyed elow the reord detils. For exmple, if you re using the Sieel Moile pplition for Sieel Phrm, then the relted items for Aounts re: Contts, Clls, nd Addresses. However, if you re using the Sieel Moile pplition for Sieel Servie, then the relted items for Aounts re: Contts, Servie Requests, Assets, nd Entitlements. 4 To open nd review n ssoited relted item, tp relted item elow the reord detils. 5 To show the list view gin, tp Bk on the pplition nner. 6 To nvigte to nother list view, tp nother option on the pplition nner. 38 Sieel Moile Guide: Conneted Version 8.1/8.2

39 Getting Strted with Sieel Moile Applitions Nvigting Sieel Moile Applitions User Interfe Displying the List nd Reord Detils View The following proedure shows you how to disply the list nd reord detils view in Sieel Moile pplitions. To disply the list nd reord detils view 1 Strt the rowser on your moile devie. 2 Enter the URL ddress for the Sieel Moile pplition, nd then log in to the pplition. For more informtion, see Logging In to Sieel Moile Applitions on pge 33. The Clls pge displys the lls list nd reord detils view y defult s follows: List informtion is displyed in the left pne. Reord detils re displyed in the right pne or work re. The first four or five fields in the reord re displyed. To disply ny dditionl fields, tp Show More. The relted items (or hild ojets) tht n e ssoited with the reord re displyed elow the reord detils. For exmple, if you re using the Sieel Moile pplition for Sieel Phrm, then the relted items for Aounts re: Contts, Clls, nd Addresses. However, if you re using the Sieel Moile pplition for Sieel Servie, then the relted items for Aounts re: Contts, Servie Requests, Assets, nd Entitlements. 3 To disply the reord detils for different reord, tp nother reord in the list or tp the forwrd nd k ions on the heder r in the work re. 4 To nvigte wy from the urrent list nd reord detils view, tp nother option on the pplition nner. 5 Open reord nd the ssoited relted items. For more informtion, see Opening Reords nd Assoited Relted Items on pge 39. Opening Reords nd Assoited Relted Items The following proedure shows you how to open reords nd ssoited relted items. To open reords nd ssoited relted items 1 Strt the rowser on your moile devie. 2 Enter the URL ddress for the Sieel Moile pplition, nd then log in to the pplition s shown in Logging In to Sieel Moile Applitions on pge 33. If you re using the Sieel Moile pplition for Sieel Phrm, for exmple, then the Clls pge displys the list nd reord detils view y defult, s follows: List informtion is displyed in the left pne. Reord detils re displyed in the right pne or work re. Sieel Moile Guide: Conneted Version 8.1/8.2 39

40 Getting Strted with Sieel Moile Applitions Nvigting Sieel Moile Applitions User Interfe The relted items (or hild ojets) tht n e ssoited with the reord re displyed elow the reord detils. For exmple, if you re using the Sieel Moile pplition for Sieel Phrm, then the relted items for Aounts re: Contts, Clls, nd Addresses. 3 To open n ount reord nd one of its ssoited relted items, do the following: Tp Aounts on the pplition nner, then reord in the Aounts list. In the work re, tp for exmple the Addresses relted item. Aount reord detils re now displyed in the left pne, nd the detils for the seleted relted item (in this se, Addresses) re now displyed in the work re s shown in Figure 2. d e To modify the relted item, tp Edit on the heder r in the work re. To dd relted item, tp the New (plus) ion on the heder r in the work re. To nvigte to different relted item, tp the relted item under the reord detils in the left pne. Left Pne showing the seleted ount reord detils Right Pne showing the detils for the Addresses relted item Figure 2. Sieel Moile Conneted Applition: Aount Reord Detils nd Relted Addresses 40 Sieel Moile Guide: Conneted Version 8.1/8.2

41 Getting Strted with Sieel Moile Applitions Nvigting Sieel Moile Applitions User Interfe Using the Bk Button on the Applition Bnner The Bk utton, whih is white left rrow in lk irle, on the pplition nner in Sieel Moile pplitions is provided to go k to the previous sreen or view. For the Bk utton to work orretly y returning to the previous pge eh time you tp Bk on the pplition nner, you must ensure tht the title of every view in the Sieel Moile pplition is mentioned when onfiguring the Bk utton in Sieel Tools. To use the Bk utton Tp Bk to return to the previous pge view. Seleting Fields, Drop-Down Lists, nd Reords When seleting fields, drop-down lists, nd reords in Sieel Moile, you n perform the following tions: Tp n editle field in your Sieel Moile pplition to utomtilly disply one of the following, ording to the field type: drop-down list, text ox, or dte seletor. A str ion eside field nme indites tht the field is required field. Some required fields hve defult vlue, other required fields disply n error if no vlue is entered. Tp nywhere on drop-down list field to open the drop-down list. Selet multiple options from n ssoited drop-down list. Tp one to selet n option. Tp the sme option gin to deselet the option. Tp reord to open nd disply the reord detils. Tp relted item elonging to reord to open the relted item. Close dilog ox y tpping nywhere outside the dilog ox. Doule-tpping is supported in Sieel Moile. For exmple, you n lose dilog ox y doule-tpping the seleted entry in the dilog ox. Inline Editing Inline editing is supported in Sieel Moile, nd it must e onfigured for eh pplet in your moile pplition. Provided tht inline editing is onfigured for pplets in your moile pplition, you n do the following: Edit fields diretly on List pges nd on Detil pges without opening the Edit pge for the reord. Edit fields in tles, windows nd dilog oxes, nd in mny linked reords on min reord Detil pges. Sieel Moile Guide: Conneted Version 8.1/8.2 41

42 Getting Strted with Sieel Moile Applitions Nvigting Sieel Moile Applitions User Interfe You nnot edit fields inline if ny one of the following is true: If the field is red-only, then you nnot edit the field inline. If the field is Sttus field under lls, then you nnot edit the field inline. If the field is lulted field, then you nnot edit the field inline. After you mke n inline edit, then stepping off the reord utomtilly sves the hnges to the reord. For more informtion out onfiguring inline editing for Sieel Moile pplitions, see Configuring Sieel Open UI. Customizing Chek Boxes Chek oxes n e onfigured to pper in one of the following formts in your moile pplition: As regulr hek ox. Tp the hek ox to disply hek mrk. Tp the hek ox gin to remove the hek mrk. As flip swith. This is the defult ehvior. Tp or swipe the swith to disply On. Tp or swipe the swith gin to disply Off. For more informtion out ustomizing hek oxes for Sieel Moile pplitions, see Configuring Sieel Open UI. Dt Disply For eh pplet in your moile pplition, you n onfigure the dt in the pplet to disply in list, tile, or tulr formt. For more informtion out how to onfigure lists, tiles, nd tles for Sieel Moile pplition dt, see Configuring Sieel Open UI. Show More nd Show Less Ions In edit mode, only the first four or five fields in reord re displyed y defult in Sieel Moile pplitions. Use the Show More ion to disply dditionl informtion, nd the Show Less ion to hide the informtion gin. The Show More nd Show Less ions re only visile in edit mode only. Tht is, provided the Edit ion is enled for the form. Drilldown Ion The drilldown ion, whih is white right rrow in grey irle, n typilly e used to open or drill down on reords or fields in Sieel Moile pplitions. 42 Sieel Moile Guide: Conneted Version 8.1/8.2

43 Getting Strted with Sieel Moile Applitions Using the Clendr Feture Using the Clendr Feture You n hek the ppointments for seleted dte using the dte in the Clls list heder. The Clls list shows ll ppointments for tody s dte y defult. To use the lendr feture 1 Tp Clls on the pplition nner. The Clls list for tody s dte is displyed y defult. 2 Nvigte to the dte tht you wnt y doing one of the following: Use the right nd left rrows in the Clls list heder to nvigte to future or previous dte. Tp the dte in the Clls list heder, selet the dte tht you wnt from the lendr tht opens, nd then tp Set. The Clls list returns ll ppointments for the speified dt. Running Predefined Queries You n run sved predefined query (if ville) for some Sieel ojets in Sieel Moile pplitions, s shown in the following proedure. To run predefined query in Sieel Moile pplitions 1 Tp Aounts on the pplition nner. The Aounts list is displyed in the left pne. Reord detils re displyed in the work re. 2 Tp PDQ disply the list of sved predefined queries for the ount ojet. Sroll up nd down the predefined query list tht opens to find the query tht you wnt to run. 3 Tp predefined query in the list. This step runs the predefined query, returning the pproprite dt in the list view. 4 To lose the predefined query list, tp PDQ on the pplition nner gin. Mnging Reords in Sieel Moile Applitions This topi ontins the following informtion: Creting Reords on pge 44 Linking Reords to Your Seleted Reord on pge 44 Serhing for Reords on pge 45 Modifying Reords on pge 45 Sieel Moile Guide: Conneted Version 8.1/8.2 43

44 Getting Strted with Sieel Moile Applitions Mnging Reords in Sieel Moile Applitions Deleting Reords on pge 46 Reviewing Reord Summry Informtion on pge 46 Formtting the Columns to Disply in the List View on pge 46 Displying the Totl Numer of Reords on pge 47 Creting Bookmrks on pge 48 Menu Button on pge 47 Creting Reords You n rete reord from different res within Sieel Moile pplitions using the New (plus) ion or the Add (hek mrk) ion. When you rete reords, note the following out dt entry: You n enter informtion diretly into some fields, or selet vlues from drop-down list. When you tp some fields, nother dilog ox is displyed from whih you n selet vlues or enter vlues. For some fields tht lredy hve vlue, you n tp n ion to the right of the field to disply window from whih you n selet vlues or enter vlues. The ions tht you n tp re s follows: Phone ion. Tp this ion to enter ontt telephone numer in n ipd or to ple ll to the numer on iphone. Emil ion. Tp this ion to strt the ntive emil lient on your moile devie, whih opens with n emil ddressed to the emil ddress in this field. Pin ion. Tp this ion to disply lotion detils. For more informtion, see Displying Lotion Detils on pge 48. URL ion. Tp this ion to nvigte to the destintion ddress of the We site in new rowser window. A str ion eside field nme indites tht the field is required field. To rete reords in Sieel Moile pplitions 1 From ny pge within your Sieel Moile pplition, tp the New (plus) ion or the Add (hek mrk) ion. 2 Enter the detils for the new reord. 3 Tp Sve or the hek mrk to sve the reord. Linking Reords to Your Seleted Reord You n link one reord to nother. Linking reords gives you ess to ll relted informtion from reords tht you view. For exmple, you n see omplete view of ustomer informtion y linking ontts, opportunities, nd tivities to n ount reord. 44 Sieel Moile Guide: Conneted Version 8.1/8.2

45 Getting Strted with Sieel Moile Applitions Mnging Reords in Sieel Moile Applitions You n ssoite single reord (single ssoition) to the reord tht you re working with or you n selet multiple reords (multiple ssoitions) to link to the reord tht you re working with s follows: Single ssoitions re supported in form nd list views. For exmple, when ssoiting n existing ontt to n ount in the Sieel Moile pplition for Sieel Phrm, you n selet the ontt in the single-ssoition popup window tht opens. Multiple ssoitions re supported in form nd list views. For exmple, when reting n ount ll in the Sieel Moile pplition for Sieel Phrm, you n selet multiple ontts to ttend ll using the Attendees relted item. A multi ssoition popup window opens when you tp Attendees, nd you n selet one or more ontts s required. Serh supports serhes for vlues within single-ssoition or multissoition popup window. This feture enles you to filter serh results. Serhing for Reords The following proedure shows you how to serh for reords in Sieel Moile pplitions. By defult, ll serhes re performed on the Nme field. However, you n hoose to filter your serh for different field s required. To serh for reords 1 Tp the Serh r. 2 If required, selet field to filter your serh y tpping Nme, nd then hoosing different field. For exmple, if you re serhing the Clls list, then you n filter the Nme, Sttus, Type, Address, nd Strt Dte. If you re serhing the Aounts list, then you n filter the Nme, Site, Address, nd Aount Type. 3 Enter serh string, nd then tp Go. All reords ontining the serh string re returned. Modifying Reords Use the following proedure to modify reords in Sieel Moile pplitions. To modify reords 1 From ny Detil pge within Sieel Moile pplitions, tp Edit. NOTE: If inline editing is onfigured for your moile pplition, then you n edit the reord fields inline without tpping Edit. For more informtion see Inline Editing on pge Modify the reord detils s required. 3 Tp Sve to sve the reord, or tp X to lose the reord without sving the hnges. Sieel Moile Guide: Conneted Version 8.1/8.2 45

46 Getting Strted with Sieel Moile Applitions Mnging Reords in Sieel Moile Applitions Deleting Reords The following proedure shows you how to delete reords using the Clls list in Sieel Moile pplitions, ut the proedure to delete reords is the sme no mtter where you re in the pplition. To delete reords 1 Tp Clls on the pplition nner to disply the Clls list. 2 In the Clls list, swipe (from left to right) over the reord tht you wnt to delete, nd then tp Delete. 3 Tp Yes when prompted for onfirmtion to delete the reord. Reviewing Reord Summry Informtion Use the following proedure to review the summry informtion for seleted reord. To review reord summry informtion in Sieel Moile pplitions 1 Tp Clls on the pplition nner to disply the Clls list. 2 In the Clls list, tp reord whose summry informtion you wnt to review. 3 Tp the Menu utton, then Aout Reord. The summry informtion for the seleted reord is displyed nd inludes the following dt: The dte when the reord ws reted nd y whom The lst dte the reord ws updted nd y whom The numer of modifitions tht hve een mde to the reord 4 Tp nywhere else on the sreen to lose the reord summry informtion. Formtting the Columns to Disply in the List View Use the following proedure to speify the olumns to pper in the list view nd in wht order. Up to mximum of four olumns pper in the list view in Sieel Moile pplitions. If there re more thn four olumns defined for n ojet, then use Columns Displyed to order the list so tht the olumns tht you wnt to pper in the list view re inluded t the top of the list. For exmple, if the following olumns re defined in the following order for lls: Type, Sttus, Cll Durtion, Address, nd Strt Dte, then omplete the steps in the following proedure to hide the Cll Durtion olumn, nd reorder the olumns so tht Sttus is the first olumn in the Clls list. Note tht Columns Displyed is ville from the Menu utton on list pges only. Columns Displyed is not ville from the Menu utton on detil pges. 46 Sieel Moile Guide: Conneted Version 8.1/8.2

47 Getting Strted with Sieel Moile Applitions Menu Button To formt the olumns to disply in the list view 1 Tp Clls on the pplition nner to disply the Clls list. 2 Tp the Menu utton in the left pne, then Columns Displyed. 3 In the dilog ox tht opens, do the following: Use the left rrow nd right rrow to move Cll Durtion from the Seleted Columns to the Aville Columns list. Use the up rrow nd down rrow to reorder the Seleted Columns list so tht Sttus is the first item in the list, Type is seond, Address is third, nd Strt Dte is fourth. Tp Sve when done. Displying the Totl Numer of Reords Use the following proedure to disply the totl numer of reords in the prent ojet. To review reord summry informtion in Sieel Moile pplitions 1 Tp n ojet on the pplition nner. 2 Tp the Menu utton in the list or work re, then Reord Count. The totl numer of reords in the prent ojet is displyed. 3 Tp nywhere else on the sreen to lose the reord ount informtion. Menu Button The Menu utton, whih is n ion tht shows ogwheel, in Sieel Moile pplitions typilly is displyed on ll list nd detil pges. The following options re typilly ville from the Menu utton, ut you n onfigure other options for the Menu utton y using Sieel Tools s required. Aout Reord. Use this option to disply summry informtion out the seleted reord. For more informtion, see Reviewing Reord Summry Informtion on pge 46. Column Displyed. Use this option to speify the olumns to disply in the reord detils view nd the order to disply the olumns. For more informtion, see Formtting the Columns to Disply in the List View on pge 46. Crete Bookmrk. Use this option to rete ookmrk for the urrent pge tht you re on. For more informtion, see Creting Bookmrks on pge 48. Reord Count. Use this option to disply the totl numer of reords in the prent ojet. For more informtion, see Displying the Totl Numer of Reords on pge 47. For more informtion out onfiguring the Menu utton for Sieel Moile pplitions, see Configuring Sieel Open UI. Sieel Moile Guide: Conneted Version 8.1/8.2 47

48 Getting Strted with Sieel Moile Applitions Creting Bookmrks Creting Bookmrks Use the following proedure to rete ookmrks for informtion tht you wnt to return to lter. To rete ookmrks for informtion in Sieel Moile pplitions 1 From ny pge within the Sieel Moile pplition, tp the Menu utton, nd then Crete Bookmrk. A dilog ox opens nd displys the URL ddress for the urrent pge. 2 Copy the URL ddress, nd sve it elsewhere, for exmple, in n emil. 3 Tp nywhere else on the sreen to lose the dilog ox. Displying Lotion Detils Glol Positioning System (GPS) is integrted with Sieel Moile pplitions so tht when you tp the Pin ion, mp window opens showing the lotion detils. The Pin ion must e onfigured in Sieel Tools. The Pin ion is ville for ddress fields tht hve een ompleted nd lso on the heder r for lls (or tivities) in the lls (or tivities) list view. For informtion out setting up GPS for Sieel Moile pplitions, see the topis out mps in Configuring Sieel Open UI. You must hve lotion servies enled on your moile devie to e le to use the Pin ion with Sieel Moile pplitions. If the funtionlity for lotion servies is not enled on your moile devie, then the Pin ion is disled. Displying Lotion Detils Using the Pin Ion in the Clls List Heder Br The following proedure shows you how to disply the lotion detils for ll lls in the Clls list y using the Pin ion in the Clls list heder r, ut the proedure is the sme when using the Pin ion in other list views. To disply the lotion detils using the pin ion in the Clls list heder r 1 Tp Clls on the pplition nner to disply the Clls list for tody s dte. 2 In the Clls list, tp the Pin ion in the heder r. 3 If prompted, selet Allow to enle Sieel Moile to use the lotion of your moile devie. A mini Google mp opens t the ottom of the Clls list with pins pointing to the lotions of ll the lls in the Clls list. Note the following: The lue pin indites the lotion of urrent user devie (or rowser). The red pins indite the lotions of ll the lls tht re displyed in the Clls list. Tpping ny pin displys the ount ddress informtion. 48 Sieel Moile Guide: Conneted Version 8.1/8.2

49 Getting Strted with Sieel Moile Applitions Using the Atthment Feture 4 In the mini Google mp, tp the New (plus) ion to open the lotion detils in new window from where you n, for exmple, otin driving diretions from your urrent lotion to the ll lotion s shown in Displying Lotion Detils Using the Address Field Pin Ion on pge 49 5 Tp X to lose the mini Google mp. NOTE: Your Sieel Moile pplition does not ome with liense for Google Mps APIs. If you wnt to ustomize Google mps funtionlity using Google Mps APIs, then you must purhse liense. For more informtion out using Google mps, go to Displying Lotion Detils Using the Address Field Pin Ion Use the following proedure to disply the lotion detils y using the Pin ion next to ompleted ddress field. The Pin ion is hidden for ddress fields tht hve not een ompleted or tht do not hve postl ode. To disply the lotion detils using the ddress field Pin ion 1 Tp Aounts on the pplition nner, then tp reord in the Aounts list. The ount detils re displyed in the work re. 2 Tp the Pin ion next to the ddress field in the work re. 3 If prompted, selet Allow to enle Sieel Moile to use the lotion of your moile devie. A Google mp window opens listing the ddress nd showing suggested lotions for the ddress. 4 Nvigte the Google mp window s follows: Selet the orret ddress lotion, nd then tp the Pin ion in the Diretions heder r to swith to mp with pin pointing to the lotion of the ddress. Note tht the letter B points to the lotion of the ddress. The letter A points to the lotion of the urrent moile devie. There is lue pin next to A. Tp the Form ion in the Diretions heder r to return to the ddress list pge. Tp the By Cr, Wlking, or Biyling ion s required to disply pproprite diretions out how to get to B from A. Using the Atthment Feture The tthment feture llows you to keep supporting mteril for individul reords. You n ssoite n tthment with individul ount nd ontt reords. If you edit files tthed to reord, then your hnges re sved when you step off the tthment reord in the Sieel Moile pplition. Sieel Moile Guide: Conneted Version 8.1/8.2 49

50 Getting Strted with Sieel Moile Applitions Using the Atthment Feture Atthing Files to Reords Using the New File Button The following proedure shows you how to tth files, suh s, Mirosoft Outlook emil messges, Mirosoft Word douments, nd imge files to n ount or ontt reord using the New File utton. To tth file to reord using the New File utton 1 Tp Aounts or Contts on the pplition nner, nd then tp reord in the respetive list. The reord detils re displyed in the work re. 2 Atth n existing file s follows: Tp Atthment in the work re, nd then tp New File. Tp Choose Existing, selet n existing file to tth to the reord, nd then tp OK. 3 Atth new photo or video s follows: Tp Atthment in the work re, nd then tp New File. Tp Tke Photo or Video, tke n instnt photo or reord n instnt video to tth to the reord, nd then tp OK. 4 Updte n existing tthed file s follows: Tp Atthment in the work re, nd then tp the reord tht you wnt to updte. Tp edit, updte the file informtion s required, nd then tp Sve when finished. For exmple, you n hnge the nme of the tthed file nd enter omments. 5 To open nd view n existing tthed file, tp the down rrow ion next to the tthment nme. Atthing URLs to Reords Using the New URL File Button The following proedure shows you how to tth URL to n ount or ontt reord, using the New URL utton. To tth URL to reord using the New URL utton 1 Tp Aounts or Contts on the pplition nner, nd then tp reord in the respetive list. The reord detils re displyed in the work re. 2 Atth URL s follows: Tp Atthment in the work re, nd then tp New URL. Enter the URL ddress in the URL field, nd then tp Add. 3 Updte the detils of n existing tthed URL s follows: Tp Atthment in the work re, nd then tp the URL reord tht you wnt to updte. Tp edit, updte the URL informtion s required, nd then tp Sve when finished. For exmple, you n hnge the URL ddress nd enter omments. 4 To nvigte to n existing URL ddress, tp the down rrow ion next to the URL ddress (tthment nme). 50 Sieel Moile Guide: Conneted Version 8.1/8.2

51 Getting Strted with Sieel Moile Applitions Strting n Externl Applition Strting n Externl Applition An externl pplition n e onfigured in Sieel Tools for Sieel Moile pplitions so tht you n strt it from within the moile pplition. For exmple, you n link ontts to LinkedIn or Feook so tht you will e le to disply ontt s LinkedIn or Feook profile from within Sieel Moile pplitions. The ion or URL link to strt n externl pplition ppers on the detils pge in the work re of Sieel Moile pplitions. You use the Symoli URL Administrtion view in Sieel Tools to speify how the HTTP request to the externl pplition should e onstruted nd to define ny rguments nd vlues to e sent s prt of the request. For more informtion out how to onfigure n externl pplition to strt from Sieel Moile pplitions, see Configuring Sieel Open UI nd the topi out defining symoli URLs in Sieel Portl Frmework Guide. To strt n externl pplition from within Sieel Moile pplition Tp the Externl Applition URL link or ion on the detils pge in the work re. Reviewing Notifition Messges You n reeive notifition messges or messge rodsts from time to time. Messge rodsting provides wy for dministrtors, mngers, nd other users with ess to the Messge Brodst view in Sieel CRM to send importnt informtion diretly to user sreens. You n rete new nd modify existing notifition messges y nvigting to the Administrtion Communition sreen, nd then the Messge Brodst view in Sieel CRM. Administrtors n lso modify the ode internlly on either the lient or server-side using the following APIs: AddNotifition. Cretes notifition nd returns the Row_Id of the notifition. DeleteNotifition. Deletes notifition using the Row_Id. UpdteNotifition. Updtes notifition using the Row_Id. RedNotifition. Returns the notifition detils using the Row_Id. For more informtion out these APIs, see Configuring Sieel Open UI. You n review notifition messges in your Sieel Moile pplition y tpping the Notifitions ion, whih is ox with numer in it on the pplition nner. The numer indites the numer of messges tht re witing for you to red. When there re zero messges, the ox is drk-gry with light-gry zero. If there is one or more messges witing to e red, then the ox displys the olor of the highest priority unred messge. If there is one messge witing to e red tht hs n Urgent with Alert severity, then the Notifitions ion links; the Notifitions ion stops linking fter the messge is red. The Notifitions ion does not link if there re messges witing to e red with only Norml, High, or Urgent severity. To review notifition messges in Sieel Moile pplitions 1 Tp Notifition on the pplition nner. The Notifition Summry list opens. Note the following: Sieel Moile Guide: Conneted Version 8.1/8.2 51

52 Getting Strted with Sieel Moile Applitions Printing from Sieel Moile Applitions Messges tht you hve not red re white. A gryed-out messge indites tht you hve lredy red the messge. A vertil line next to the messge, whih is olor oded, indites the severity level of messges, s shown in the following tle. Severity Level Norml High Urgent Urgent with Alert Color of Vertil Line Next to Messge Grey Yellow Red Red The uthor of the messge n mrk the entire messge with severity level or mrk only speifi words. 2 Tp messge to open nd review the detils of the messge. 3 Tp Close to lose messge fter you hve red it. After you red new messge, the ounter derements on the Notifition ion. 4 Tp X to remove messge from the Notifition Summry list. Printing from Sieel Moile Applitions You n print from Sieel Moile pplitions, using the print option from your rowser s Settings menu, provided tht you hve ess to one of the following: A printer tht is set up on the wireless network to whih your moile devie is onneted or Bluetooth-enled moile printer A wireless printer tht is omptile with nd supports Apple s AirPrint tehnology To print from Sieel Moile pplitions 1 With the pge tht you wnt to print displyed, tp the Settings ion in the rowser nvigtion r. The following options re ville from the rowser s Settings menu: Add Bookmrk Add to Reding List Add to Home Sreen Mil Link to this Pge Tweet Print 52 Sieel Moile Guide: Conneted Version 8.1/8.2

53 Getting Strted with Sieel Moile Applitions Configuring Sieel Moile Applition Settings 2 Tp Print, Selet Printer, nd then the nme of your wireless printer. 3 Tp plus or minus to indite the numer of opies tht you wnt to print. 4 Tp Print to strt printing. If you do not hve n AirPrint-omptile wireless printer, then emil link of the pge to yourself, open the link on your desktop omputer, nd print the pge. Configuring Sieel Moile Applition Settings You n onfigure Sieel Moile pplition settings using the Photo ion. The Photo ion, whih is ox with generi photo in it on the pplition nner, displys the following informtion: The logged in user s photo if one hs een uploded to the user s profile settings on the Sieel Server. Otherwise, generi photo is displyed. The logged in user s nme nd emil ddress. The following options: Settings nd Log Out. Use the Log Out option to log out of the moile pplition s shown in Logging Out of Sieel Moile Applitions on pge 56. Use the Settings option to onfigure the ehvior of your Sieel Moile pplition, s shown in the following proedure. For exmple, you n set the strtup view, nvigtion ontrol, UI theme, nd view trnsition for the moile pplition. Strtup View. The defult strtup view for Sieel Moile pplitions vries ording to the moile pplition tht you re using, ut you n hnge the strtup view s required. Nvigtion Control. The defult nvigtion ontrol for Sieel Moile pplitions is Button Tlet, ut you n hnge this to Lunhpd Tlet s required, provided tht Lunhpd Tlet hs een onfigured for your Sieel Moile pplition. For more informtion, see Configuring Sieel Open UI. Theme. The defult UI theme tht is used y Sieel Moile pplitions is Moile Theme, ut you n hnge this to ustom theme s required, provided tht ustom theme hs een onfigured for your Sieel Moile pplition. For more informtion out reting new moile theme for Sieel Moile pplitions, see Configuring Sieel Open UI. Trnsition. The defult view trnsition tht is set for Sieel Moile pplitions is None, ut you n hnge this to ustom view trnsition s required, provided tht ustom view trnsition hs een onfigured for your Sieel Moile pplition. For more informtion out reting new ustom view trnsition for Sieel Moile pplitions, see Configuring Sieel Open UI. Sieel Moile Guide: Conneted Version 8.1/8.2 53

54 Getting Strted with Sieel Moile Applitions Configuring Sieel Moile Applition Settings To onfigure Sieel Moile pplition settings 1 Tp the Photo ion on the pplition nner, nd then selet the Settings option. 2 On the pge tht opens, tp Edit, nd omplete the fields shown in the following tle s required. Field Desription Exmple Vlue Strtup View Nvigtion Control Theme Trnsition Speifies the nme of the view tht will e displyed when the moile pplition strts. Tp the Strtup View drop-down list, nd selet view. Speifies whether to use the Button Tlet or Lunhpd Tlet nvigtion ontrol in the moile pplition. Button Tlet indites tht the defult nvigtion ontrol for Sieel Moile pplitions will e used. All ville Sieel ojets will e shown on the pplition nner, whih persists for ll views nd ppers t the top of the UI, s shown in Figure 1 on pge 35. Tpping Sieel ojet on the pplition nner redirets you to sreen where you n mnge the seleted Sieel ojet. Lunhpd Tlet indites tht the Site Mp ion on the pplition nner will e used to nvigte Sieel Moile pplitions. All ville Sieel ojets will pper on the site mp or home pge s shown in Figure 3 on pge 55, nd not on the pplition nner. The site mp pge displys when you initilly log in to the moile pplition nd whenever you tp the Site Mp ion on the pplition nner. Tpping Sieel ojet on the site mp pge redirets you to sreen where you n mnge the seleted Sieel ojet. Speifies the UI theme tht will e used throughout the moile pplition. Tp the Theme drop-down list, nd selet theme. Speifies the view trnsition mode tht will e used when moving from one view or pplet to nother view or pplet in the moile pplition. Tp the Trnsition drop-down list, nd selet view trnsition. Aounts - Clls (for Sieel Phrm) Lunhpd Tlet Moile Theme Slide Left 54 Sieel Moile Guide: Conneted Version 8.1/8.2

55 Getting Strted with Sieel Moile Applitions Configuring Sieel Moile Applition Settings Field Desription Exmple Vlue Confirm Before Deleting Reord Speifies whether users re prompted for onfirmtion efore deleting reord, s follows: On indites to prompt users for onfirmtion. Off indites not to prompt users for onfirmtion efore deleting reord. Tp the Confirm Before Deleting Reord utton so tht hek mrk or On is displyed. Tp the utton gin so tht n X or Off is displyed. On 3 Tp Sve. Figure 3 shows the site mp pge, whih is ville long with the Site Mp ion on the pplition nner when Lunhpd Tlet is onfigured for the Sieel Moile pplition. Figure 3. Sieel Moile Applition: Site Mp Pge Sieel Moile Guide: Conneted Version 8.1/8.2 55