User Guide - Fellow Consulting AG
Contents
1. Follow the steps below to import default template 1 On Mobile Configurator interface you can see the Use Default Template button click it F Mobile Configurator Version 1 15 x 3 Save 4 Load New Use default template P Preferences Fetch metadata g About Global settings anans click Use default template to import Layout Add New Layout Delete Layout i Layout depend on column Column Value Drag Fields from the left to add them into the target layout Drag Fields from the right to remove them out Values between percent signs will be localized in users language Figure 14 Default template 13 FELLOW CONSULTING AG where people work together 2 Choose one of Default Templates Default or Consumer goods a Mobile Configurator Version 1 15 Save e Load liea Use detoun template yy Preferences Fetch metadata Gg About Sak g HONA tO remove Den out iPhone iPad Consumer Goods Android Default Android Consumer Goods Figure 15 Default template preview picklist 3 Click Use this template button to import the template After the button is clicked the layout of iPhone iPad Consumer Goods will display in Layout tab Click Layout tab to view the objects in order to edit more fields The default configuration will be configure automatically in Global Setting Entities and Layouts A Mobde Configurator Version 1 15 2 Save L 029 heal liga WV se2. i rte xml OnDemand user content ipad xml DE 16 JBRAUN 01 44PM DE 16 JBRAUN 12 59 PM Same En o miimi Default_Configurator new 1 xml bi user content andr https secure ausomxdsa crmondemand com PT FELLOW 8 22 2011 PT FELLOW 8 16 2011 aA 9100 bytes oid xml OnDemand user content android xml DE 16 JBRAUN 06 04 AM DE 16 JBRAUN 02 26 PM to Oracle CRM OnDemand Seip user content gadg https secure ausomxdsa crmondemand com PT FELLOW 8 5 201106 48 PT FELLOW 8 4 2011 08 41 rae eee Edt gadgeti gadget 755560 bytes et xml OnDemand user content gadget xml DE 16 JBRAUN AM DE 16 JBRAUN AM 5 Upload xml for iPad amp iPhone For iPad amp iPhone Name and URL name must be ipad xml Click save to finish ORACLE crm ON DEMAND rt Admin My Q 7 7 Ez va n E Message Center ee ee OTTE OEE A X 0 New Messages Client Side Extension Edit Sack to Client Side Extension List Sea Hisearch Client Side Extension Details Save Save amp New Client Side Extension Cancel Contacts w all e File Information me click file Attach to upload xml Last N a E asi name File v9 xml 8169 bytes x First Name l F pa MIME Type Email _ File Size In Bytes 8169 L File Extension Advanced Content Informatjo Communication Tools X Sign in error Relative URL user content fipad xml Please sign out and back in m Y ERAT z SERRE Se E SEY F
3. Campaign External ID Campaign Id Contact External ID Created Created By Email Created Date Industry ANENE Sle llElls Si is a 8 liella e z D a a Custom Object 02 Custom Object 02 Id Public Company Figure 17 Fields drag amp drop 4 4 2 Detail Layout Action buttons For each entity object you have several Action buttons available To see what actions are available for the chosen entity click on the Actions button on the left Drag amp Drop the Action from the left to the right top area to add them to the target layout and from the right to the left to remove them 16 FELLOW CONSULTING AG where people work together al Mobile Configurator Version 1 15 3 Save Load New Use defaulttemplate 2 Preferences Fetch metadata Mg About Global settings Layouts Layout v Add New Layout Delete Layout Pi AA Layout depend on column Column Value oa mr Drag Fields from the left to add them into the target layout Drag Fields from the right to remove them out Values between percent signs will be localized in users language Detail __Detail Layout Ree List Layout ee Actions KEY_INFO 4 4 1 Detail Layout Section and Section grouping KEY_INFO MriMs First Name Last Name Figure 18 Action button drag amp drop There are headers called Section and Section Grouping Drag Section to view your fields with list Drag
4. 15 x Use default template Fetch metadata fg About Layout a Layout Account 7 Add New Layout Delete Layout Layout depend on column Column Value Drag Fields from the left to add them into the target layout Values between percent signs will be localized in users language Detail Layout a actions Clone __LogCall_ _visitRepot Actions sean Secon Groupin KEV_INFO ADDRESS ADDITIONAL KEY_INFO E i ae me TB EEO Lm Figure 25 Preview workspaces Drag Fields from the right to remove them out 21 FELLOW CONSULTING AG where people work together 4 1 Preview workspace on iPad A SoKEY_INFO KEY INFO Account Name AccountName Account Type AccountType Location Location Main Phone MainPhone Main Fax MainFax Web Site WebSite YADDRESS Billing Address 1 PrimaryBillToStreetAddress Billing Zip Post Code PrimaryBillToPostalCode Billing City PrimaryBillT oCity Billing Country PrimaryBillToCountry YoOADDITIONAL INFO Priority Priority Industry Industry Public Company PublicCompany re Figure 26 iPad Zz 4 2 Preview workspace on iPhone all Carrier SoKEY_I KEY_INFO Account Name AccountName Account Type AccountType Location Location Main Phone MainPhone Main Fax MainFax Web Site WebSite ADDRESS Billing Address 1 PrimaryBillToStree Billing Zip Post C PrimaryBillT oPosta Billing City Pr
5. On Demand Client Side Extension List All Client Side Extensions WE ANOS ABCDEFGHIJKLMNOPQRSTUVWXYZ Go mm v z https secure ausomxdsa crmondemand com peed ipad 2 xml 4856 bytes user content ipad OnDemand user content ipad user content ipad https secure ausomxdsa crmondemand com pee v9 xml 8169 bytes nar pv eens E Pr Default_Configurator new 1 xml en user content andr https secure ausomxdsa crmondemand com f 9100 bytes oid xml OnDemand user content android xml user content gadg https secure ausomxdsa crmondemand com petm gadget xml 756560 bytes test ok al lonDemand fuser content gadget xml ORACLE crm on DEMAND Modified By User Sign In ID PT FELLOW DE 16 JBRAUN PT FELLOW DE 16 JBRAUN PT FELLOW DE 16 JBRAUN PT FELLOW DE 16 JBRAUN Train ng a 8 16 2011 01 43PM 8 16 2011 01 44PM 8 22 2011 06 04 AM 8 5 2011 06 48 AM Sign In ID PT FELLOW DE 16 JBRAUN PT FELLOW DE 16 JBRAUN PT FELLOW DE 16 JBRAUN PT FELLOW DE 16 JBRAUN ad My nd Support dmin My Se d support Aamin y SETUD Date 8 16 2011 01 41PM 8 16 2011 12 59 PM 8 16 2011 02 26 PM 8 4 2011 08 41 AM Message Center 0 New Messages E Search Contacts All Last Name First Name Email Advanced Communication Tools X Sign in error Please sign out and back in to Orade CRM OnDemand PE aol aaseiedb al
6. PM Required Field Save Save amp New Client Side Extension Cancel 29 FELLOW CONSULTING AG where people work together 7 Ifthe XML already exist click Edit andupload the new xml or delete it first Edit ORACLE crm on DEMAND Message Center Training and Support Admin My Setup Deleted Items Help Sign Out R 0 New Messages Search Contacts x A o o LastName First Name Email Advanced Communication Tools X Sign in error Please sign out and back in to Oracle CRM OnDemand Delete Ye ee ep ee om Client Side Extension List Back to Application Customization Help Printer Friendly Please note that any Client Side Extensions are the responsibility of the person or persons who created the extension Oracle Customer Care does not have access to these extensions and as such cannot support the extension or the contents of the files When creating extensions keep in mind that Oracle will only be able to support calls to published APIs across different versions of Oracle CRM On Demand Securing against web browser based attacks for example clickjacking XSS and CSRF should be considered a requirement when developing extensions and is the responsibility of the person or persons who are creating the extension We also advise you to remember that Browser Caches are only as secure as the computers and or devices that are browsing Oracle CRM
7. Section Grouping to view your fields in group For section and section grouping is introduced with this sign to view with any language changes Note e Section is just a header for a list of fields e Grouping section is useful for packing some fields in a single unit for example you can build Address putting together BillingAddress1 BillingAddress2 BillingCity BillingCountry 17 Mobile Configurator Version 1 15 3 Save 4 Load New Global settings Layouts Use defaulttemplate FELLOW CONSULTING AG where people work together L 2 Preferences Fetch metadata Sg About Layout Layout depend on column Drag Fields from the left to add them into the target layout Contact Add New Layout Delete Layout Column Value Drag Fields from the right to remove them out Values between percent signs will be localized in users language Detail Layout List Layout Quick Search Actions Section Account Address 2 Account City Account Country Account External Uniq Account id Account Address 3 Account PO Box Sortin Account Location Account Primary Bill To Account Province Account US State Account Zip Post Code Assessment Filter 1 Assessment Filter 2 Assessment Filter 3 Assessment Filter 4 Assistant Name Assistant Phone Best Tim
8. Set pat te wise J Preferences e etch metad d ADUI Layouts t Te a Template iPhone iPad Consumer Goods v Re Ea J ne Drag Fields fom thre lef to 200 Hh anne to remove hem out Use this template Vues Detween Percent sions Figure 16 import template button 14 FELLOW CONSULTING AG where people work together 4 4 Drag and Drop 4 4 1 Detail Layout Fields Drag amp Drop fields from the left to the right to add them to the target layout and from the right to the left to remove them You can also add Sections and section grouping To Search for a specific field type the name of the field in Quick Search Box above the fields on the left side To make a field required or read only right click on the field after adding it to your layout on the right side and choose mandatory or read only from the context menu 15 FELLOW CONSULTING AG where people work together Mobile Configurator Version 1 15 G Layout Add New Layout Delete Layout Layout depend on column Column Value Detail Layout to drag and drop fields see this instruction Fields QuickSearch lt Actions Log Call visit Repor 2 KEY_INFO Account Type Location Main Phone Main Fax Web Site Billing Address 1 Billing Address 3 Billing Address 1 Billing Country Billing Zip Post Code Billing Province Billing City Billing Zip Post Code Billing Country ADDITIONAL_INFO Priority
9. User Guide Mobile Configurator FELLOW CONSULTING AG Content 1 Introduction ssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnna L MHO aa 3 Automatic Update ssassn ananasas 4 User Mantal snina 4 1 Application Overview cccccccceccsssceeceeeceeceeneeeeeeeeceneeeeenes 4 2 Preferences amp Fetch Meta data ccccccssecccseceeeseeeeeeeeees 4 3 Choose a template to configure cece eeeccceeceeeeeeeeeeeeees 4 3 1 Creating new template wciceanssaetiecduccenissivsaceiamsiieeieensiaacatesenns 4 3 2 Choosing default template ssesessssesesrernssrerrserrsresrrrsrrsrresens 4 4 Drag and drop eee on een ne ee 44 1 D tail Layout Fields assarseniencinrns 4 4 2 Detail Layout Action buttonS ssssesesesrsesessrserieresrrreererresens Se Hist Layo Ut ennonn ana a a 4 6 Working with pages cccccccceccessceeceeeceeeeeneeeeeeeeeeeeeenenes 4 6 1 Add more pages tabs ccccsccsseeseescscctecsenasenaereneresaersas 4 6 2 Rename and delete pages tabs cccccsceecseseceeeseeeseeeeees 3 7 Showing Workspaces c cccceecceecceeceneeeeseeeceeeceneeeneeeeceeess 4 7 1 Preview workspace ON iPad cccceeccseccseeeseeeeeceeeeeeeeeeeees 4 7 2 Preview workspace ON IPNONE ccseccseecseeceeeceeeeeeeeeeeees 4 7 3 Preview workspace ON Android seccceseceeceeeeceseeeeeeeeeeeees 5 Deploying the Customized Templat
10. a e cae Sa Full URL PERSSE E E If problems persist please Description contact your Administrator to ensure you are enabled to use Contact On Demand Additional Information Modified Johanna Braun 8 16 2011 01 44 PM Created Johanna Braun 8 16 2011 12 59 PM Required Field Save Save amp New Client Side Extension Cancel 6 Upload xml for Android For Android Name and URL name must be android xml Click save to finish 28 FELLOW CONSULTING AG where people work together ORACLE crm on DEMAND Message Center 0 New Messages El Search Contacts e All E Last Name First Name Email Advanced Communication Tools X Sign in error Please sign out and back in to Orade CRM OnDemand If problems persist please contact your Administrator to ensure you are enabled to use Contact On Demand ig Client Side Extension Edit Back to Client Side Extension List Help Client Side Extension Details Save Save amp New Client Side Extension Cancel File Information Default_Configurator new 1 xml 9 10 Xx G MIME Type File Size In Bytes 9100 File Extension xml Full URL https secure ausomxdsa crmondemand com OnDemand user cont test Description Additional Information Modified Johanna Braun 8 22 2011 06 04 AM Created Johanna Braun 8 16 2011 02 26
11. configurator is important for user with new version of CRM for Mobile such as CRM for iPhone iPad and Android a Mobile Configurator Version 1 12 x a Save 4 Load Import Default Template 2 Preferences Synchronize amp About Configuration Name _ Ac Newey amp Updating MobileConfigurator Update available An updated version of the application is available for dowmload Application MobieConfigurator Installed Version 1 12 Update Version 1 15 Download now Download later gt Release notes Figure 6 Update Alert Message 4 User Manual 4 1 Application Overview Icons Buttons 3 Save a Load Use defaulttemplate 2 Preferences 2 Fetch metadata g About Configuration Name Add New Layout Delete Layout Layout depend on field nd Entities FELLOW CONSULTING AG where people work together Icons amp Button Description After adding fields to workspace you can click the Save button to export the XML file Use the load button to import a previously created configuration There are four templates of xml in this default 1 iPhone iPad Default 2 iPhone iPadConsumer goods 3 Adroid Default 4 Android Consumer goods Click on Preferences button to enter your login information Synchronize like custom fields field translation and so on Click the About button to view the version of the application Name of the configurat
12. count v Add New Layout Delete Layout Eea Bees Layout depend on column Column Value San _ Drag Fields from the left to add them into the target layout Drag Fields from the right to remove them out Values between percent signs will be localized in users language ae List Layout List layout is import for object record detail preview Account Currency Account Currency pountName Account Partner Partner sprone Figure 22 List Layout configuration 4 6 Working with Pages 4 6 1 Add more pages tabs For each entity it is possible to add rename or delete pages tabs The pages are limited to three so user can add only three pages in mobile configurator The page is generally designed for CRM Gadget for android Each page can be deleted and renamed Language translation is introduced by sign For example KEY INFO will be translated when languages is changed 19 FELLOW CONSULTING AG where people work together 0 Mobile Configurator Version 1 15 a Save Load New Use defaulttemplate Fetch metadata Gg About Layout Add New Layout Delete Layout f a pR Layout depend on column Column Value oJ Drag Fields from the left to add them into the target layout Values between percent signs will be localized in users language Detail Layout Click plus button to add more page Drag Fields from the right to
13. d applets set up custom audit trail and rename record types First Name i User Management and Access Controls a Business Process Management Email User Management and Access Controls Create and manage user profiles and relationships Set up user roles Mat _ define data access levels privileges to various application features and presentation of information Manag groups of Workflow Configuration Extend business processes with workflow rules to send emails create update or delete users to share data and calendar entries information wait for a time period and enable outbound integration requests Workflow rules and actions will not be Advanced Territory Management Define the hierarchy that makes up your company s Territory processed unless the Enable Workflow checkbox is checked on the Company Profile Page Communication Tools X J Book Management Create and manage Book hierarchies for your company Sign i Partner Self Administration Manage Users within the Partner Organization in error 3 go to Client side extensions ORACLE crm on DEMAND i n p e r X 0 New Messages Application Customization Back to Admin Homepage B Seah Record Type Setup Contacts x Al IE a Expense Accreditation Fund Last Name 2 Accreditation Request Household First Name Activity Lead Application MDF Request Email Assessment Objective Asset Opportunity Book Order Advanced Business Plan Order Line Item C
14. e cccssssssesseess 5 1 Saving the XML Fil cies Senncsun envcceite leeeananclance sane icaeeadeneteansecnaceuaa 5 2 Loading an existing configuration XML file esseere 5 2 Uploading the XML File to OOD ccc cecceecceeceeeeeeeeeneeeeeees 6 Verify the configuration on the mobile device FELLOW CONSULTING AG where people work together FELLOW CONSULTING AG where people work together 1 Introduction The Mobile Configurator is a configuration tool forCRM4Mobile and CRMGadget for Android The mobile configurator is used to customize layouts according to your companies needs You can create layouts per object define action buttons activate or inactivate objects The final layout can be exported to an XML file and uploaded to Oracle CRM on Demand as client side extension During the sync the mobile application reads the configuration file and applies the layout to the application 2 Installation You need to have the latest version of Adobe AIR installed on your computer in order to use the mobile configurator You can download Adobe AIR for your operation system from the Adobe webpage using the following link http get adobe com air To Install the Mobile Configurator follow the steps below 1 Double click on the installer file MobileConfigurator vX X air MobileConfigura torl 15 Last air Figure 1 Installer File 2 Click Install Are you sure you want to install this application t
15. e to Call Buying Role Call Frequency Cellular Phone Age Campaign ld Figure 19 Section and Section grouping Actions Clone KEY_INFO MKEY_INFO Mr Ms First Name Last Name Contact Type Job Title Work Phone Work Fax Cellular Phone Email ContactAddress 1 Contact Zip Post Code Contact City Here is the example of section and section grouping in android In these screenshots show the differences between section and section grouping German y Shipping Address Theresienstra e 6 WM E 5 02 pm Address Billing Address 123 Billing Zip Post Code Billing City pnh Billing Country 18 FELLOW CONSULTING AG where people work together Figure 20 Section grouping Figure 21 Section 4 5 List Layout Configuration on List Layout is very important The records won t view on your device if you don t add layout in List Layout You can view your records in different ways There four columns for you to drag and drop the layout according to your demand They are Primary text Secondary text Search field and Sort field More than one fields can be added in Primary Text e g AccountName AccountType al Mobile Configurator Version 1 15 2 Save 4 Load New Use defaulttemplate _ Preferences Fetch metadata Mg About Global settings Layouts Layout Ac
16. ences Synchronize Meta Data Gg About Entity Account z Filter Personal z V Enabled Drag Fields from the leftto add them into the target layout Drag Fields from the right to remove them out Detail Layout List Layout e te fan 25 FELLOW CONSULTING AG where people work together 2 Find and select your xml and click open p Mobile Configurator Version 1 1 x NSN Drag Fields from the lef Drag Fields from the rig Type 8 16 2011 9 05 AM Safari Doc 8 16 2011 7 49 PM Safari Doc Detail Layout WERT Quick Search select xmi to load Shipping Zip Post Code Campaign Id Contact External ID Created By Emal Shipping City A Files of type XML v Call Frequency Campaign External ID E Shipping Country 26 5 3 Uploading the XML File to OOD FELLOW CONSULTING AG where people work together In order to deploy your customization to the mobile application you need to upload it to Oracle CRM on Demand The mobile application checks for a configuration file on each sync and will apply it when it finds a configuration file IMPORTANT For iPhone and iPad devices the XML must be named iPad xml For an Android device it must be named android xml Steps to upload 1 goto Admin in OOD ORACLE crm on DEMAND SR 0 New Messages Welcome Johanna Search Last S
17. hem out Values between percent signs will be localized in users language Figure 8 Fetch metadata button 4 3 Choose a template to configure As starting point you need to add new entity to build your layout you also can choose between two templates by importing the existing xml in the application Default and Consumer Goods The two templates have different entities active and have some different basic layouts As we continuously improve and enhance the templates more templates will follow and the existing ones will change most likely 4 3 1 Creating new template When you finish running application for the first use the interface will be blank template To ensure has all fields as Oracle On demand user need to synchronize with the environment he she wants to use Global Settings After synchronization completed user can create a new layout by configuring in Global Setting and Entities first FELLOW CONSULTING AG where people work together Fetch metadata ig About Mobile Configurator Version 1 15 Use defaulttemplate 2 Preferences 3 Save 4 Load New _ Disable iAds _ Enable Merge Address Book _ Enable Facebook _ Enable Linked in Figure 9 Global settings Entities have all objects with important settings to configure Enable the objects that you want to work on then it will appear in Layout for you to add Layouts cannot be added if the objects are n
18. ign In Date 8 22 2011 11 32 21 AM Contacts 2 Warning 2 recent failed attempts to sign in All B Last Name Today s Calendar Start Time Subject FirstName 06 11 AM 08 11 AM a test phat 22 8 app View Calendar Email 2 goto Application Customization ORACLE crm on DEMAND air and art Admin My Sef Deleted Tteme Cian Training and Support amir My Setup Deleted items Help sign Out aai 4 Home a r r a a a a a aM aen e ditLayout Help Printer Friendly EE E2 BE Open Tasks Due Date Priority Subject 4 27 2009 t Sebastian CRM on Demand zeigen 4 27 2009 Aufgabe Sebastian CRM pr sentieren 4 19 2010 t test 4 21 2010 t test task Trairi anA Cas y My Ce aining and Support Admin My setup aici Sn ee ee Se Kk O New Messages Admin Homepage Back to My Homepage Help Printer Friendly Search Company Administration Application Customization Contacts e m E Company Administration Manage your company profile and global information induding currencies and active Application Customization Customize application specific to your company create custom page layouts homepage All languages Monitor usage and set password policies Define company Fiscal Calendars Create Homepage alerts search result layouts and dynamic layouts change field names modify picklist values create custom fields Last Name cify cascading picklists define custom web tabs an
19. imaryBillT oCity Figure 27 iPhone FELLOW CONSULTING AG where people work together 23 4 3 Preview workspace on Android SAMSUNG SB lll 1 3 00 PM Ell df 3 00 H SSKEY INFO SADDRESS ADDITION KEY INFO Account Name AccountName Location Location Main Phone MainPhone Main Fax MainF ax Web Site WebSite Figure 25 Android FELLOW CONSULTING AG where oe work ae A y y 24 FELLOW CONSULTING AG where people work together 5 Deploying the Customized Template 5 1 Saving the XML File After you finished the customization you can export it to an XML file and upload it to Oracle CRM on Demand Follow these steps to export 1 Give your customization an appropriate name 2 Click on Save button Mobile Configurator Version 1 1 Ca Save aloa ConsumerGoods 7 Preferences Synchronize Meta Data amp About Configuration Name Consumer Goods Entity Account gt Filter Personal z V Enabled 3 Give the XML file a name and choose a folder so you can easily find it again 4 When saving the extension xml is automatically added 5 2 Loading an existing configuration XML file When you want to modify an existing configuration you can load to an existing xml file to the Mobile Configurator To do this follow these steps 1 click on Load button Mobile Configurator Version 1 1 Cis Sae atoa ConsumerGoods ri g Prefer
20. ion This is also used when exporting the configuration Click add new layout to add more objects and design the layout on those objects Click Delete Layout button if you Added New Layout wrongly Dropdown to choose the field that entity depends on Click Entities to see all objects In each object we can configure in different ways Enable entity Choosing filter allow user to Update Delete and Global settings Filter Personal _ Disable iAds _ Enable Merge Address Book Enable Facebook _ Enable Linked in Layouts Detail Layout List Layout Fields Actions FELLOW CONSULTING AG where people work together Create Global Setting has several configuration items for user to configure They are Configuration name Disable 1Ads Enable Merge Address book Enable Facebook and Enable Linked In Dropdown to choose the Synchronization filter iAds is automatically enable tick Disable iAds checkbox to disable Checkbox to enable or disable Merge address book Checkbox to enable or disable Facebook Checkbox to enable or disable Linked In Click Layout button to design your XML Layouts can be work on unless Entities is enable Preview buttons for the different devices on the left is android on the right is iPad nthe middle is iPhone Click on Detail Layout to customize the detail pages per entity Click on List Layout to customize the lists per entity Pres
21. ion Customization Help Printer Friendly Search Please note that any Client Side Extensions are the responsibility of the person or persons who created the extension Oracle Customer Care does not have access to these extensions and as such cannot support the extension or the Contacts x contents of the files When creating extensions keep in mind that Oracle will only be able to support calls to published APIs across different versions of Orade CRM On Demand All E Securing against web browser based attacks for example dickjacking XSS and CSRF should be considered a requirement when developing extensions and is the responsibility of the person or persons who are creating the extension Last Name We also advise you to remember that Browser Caches are only as secure as the computers and or devices that are browsing Oracle CRM On Demand oe Glient Side Extension List Al Cent Side Extensions Emai J fw AN OX ABCDEFGHIJKLMNOPQRSTU Red Z Go ail ki pes Descriptic URL Full URL Modified By User Modified Created By User Created Sign In ID Date Sign In ID Date Advanced A r https secure ausomxdsa crmondemand com PT FELLOW 8 16 2011 PT FELLOW 8 16 2011 X 2 x tes m aien x oe snes stati laches Juser contentfipad fOnDemand user content ipad DE 16 JBRAUN 01 43 PM DE 16 JBRAUN 01 41PM Communication Tools Edt Ipad v9 xml 8169 bytes user content ipad https secure ausomxdsa crmondemand com PT FELLOW 8 16 2011 PT FELLOW 8 16 2011
22. o your computer Publisher Fellow Consulting AG Application MobideConfigurator Install EA Installing applications may present a security risk to you and your computer Install only from sources that you trust Y Publisher Identity VERIFIED Figure 2 Application installer window FELLOW CONSULTING AG where people work together 3 Click Continue MobileConfigurator 7 Installation Preferences r Add shortcut icon to my desktop MW Start application after installation Installation Location C Program Files Continue Cancel Figure 3 Application installer location window After the installation finished you will see the icon of the Mobile Configurator on your desktop Click on it to run the application MobileConfigura tor Figure 4 Application icon FELLOW CONSULTING AG where people work together 4 After launching the application the start screen shows up p Mobile Configurator Version 1 15 x _ Disable iAds _ Enable Merge Address Book _ Enable Facebook _ Enable Linked in Figure 5 Main screen FELLOW CONSULTING AG where people work together 3 Automatic Update The update message alerts when there is newer version of mobile configurator is published Users can update their older version to newer version just one click on Download now button After update file is downloaded you need to install to replace the old one New version of mobile
23. ommunication Tools X J Campaign Partner Certification Partner Program Workflow Monitor Monitor and manage active instances of waiting workflows and review workflow error messages Data Rules amp Assignment Define the data rules for your company including automatic assignment of records forecasting and sales methodologies Training and Support Admin My Set PRU L vel ean ne a ae eee eo Help Printer Friendly Application Setup Custom Web Tabs Create and manage custom web tabs Global Web Applets Defined Web Applets that can be placed on My Homepage and the Action Bar Client Side Extensions Upload and Manage custom dient side extensions Layout Create and manage Action Bar Layouts My Homepage Layout Create and manage My Homepage Layouts My Homepage Custom Report Enable custom reports to be added to a My Homepage Layout Customize Record Types Change the display name and associated icons for record types These changes will be reflected in most areas of the user interface Themes Create and manage Themes for your company 2 FELLOW CONSULTING AG where people work together 4 Ifthe XML does not exist yet click New ap eaa Et CRM ON DEMAND Training and Support Admin My Setup Deleted Items Hel p Sign Out Message Center L S Home O at Bz i Order l ue 63 amp K 0 New Messages Client Side Extension List Sack to Applicat
24. one Client Side Extension List Back to Application Customization Help Printer Friendly Please note that any Client Side Extensions are the responsibility of the person or persons who created the extension Oracle Customer Care does not have access to these extensions and as such cannot support the extension or the contents of the files When creating extensions keep in mind that Oracle will only be able to support calls to published APIs across different versions of Oracle CRM On Demand Securing against web browser based attacks for example clickjacking XSS and CSRF should be considered a requirement when developing extensions and is the responsibility of the person or persons who are creating the extension We also advise you to remember that Browser Caches are only as secure as the computers and or devices that are browsing Orade CRM On Demand Client Side Extension List All Client Side Extensions iw E ANODJABCDEFGHIJKLMNOPQRSTUVWXYZ Go here to delete xml as 7 https secure ausomxdsa crmondemand com j ipad 2 xml 4856 bytes user content ipad JOnDemandAmes contentined fuser content ipad https secure ausomxdsa crmondemand com admi v3 xmi 8169 bytes xml OnDemand user content ipad xml ae Default_Configurator new 1 xml EA user content andr https secure ausomxdsa crmondemand com 9100 bytes oid xml OnDemand user content android xml eo user content gadg https secure ausomxdsa c
25. ot enabled User cannot create update and delete if you disable these checkboxes in entities 10 FELLOW CONSULTING AG where people work together a Mobile Configurator Version 1 15 x Entity Account Activity Asset Campaign Contact Enable objects to build Layouts Lead Opportunity Price List Price List Line Item Product SPRequest Service Request SPRequestLineltem Custom Object 1 Custom Object 2 Custom Object 3 Custom Object 4 Custom Object 5 Global settings Entities Update Delete esma F Oo Personal Personal Personal Personal Personal Personal E L m E Gheck Greate re AAAS MAh Update and Delete checkboxes to enable or m L E L L L L m Pers sonal Personal Personal Personal Personal Personal O Figure 10 Entities interface 11 FELLOW CONSULTING AG where people work together Layout is a place that is used to design the layout for each object User can drag and drop fields into the template so that they can get the xml that matches to their business In figure 11 the Objects were not enable from the Entities so the screen is blank a Motte Configurator Version 1 15 Save Load em Use detoun template J Preferences Fetch metadata G8 About Gloda seGings F nates Lavouts L avout AGG New L rOut Detete Lavout Pe Enti
26. remove them out Section Secon Grouping Physicians Account Currency KEY_INFO Account Name Location KEY _INFO Figure 23 Add more pages 4 6 2 Rename and delete pages tabs Right click on Page to delete or rename it To rename the page users can use right the name accompanied by this sign is they want to translate the language Please see the screenshot for example al Mobile Configurator Version 1 15 x Load Use default template 2 Preferences Fetch metadata Gg About Global settings Layouts Layout Add New Layout Delete Layout Aan Layout depend on column Column Value m Drag Fields from the left to add them into the target layout Values between percent signs will be localized in users language Detail Layout List Layout Fields QuickSearch O Clone LogCall VisitReport Actions nn Physicians Account Currency Drag Fields from the right to remove them out Right click to rename or delete page Figure 24 Page renames amp deletes 4 7 Showing Workspaces The mobile configurator created the layout for three different devices You can preview the layout by clicking on the appropriate icons on the upper right side On the left is android 20 FELLOW CONSULTING AG where people work together On the right is iPad In the middle is iPhone fF mobile Configurator Version 1
27. rmondemand com Edit gadget xml gadget xml 756560 bytes test oo oak JOnDemand user content gadget xml Modified By User Sign In ID PT FELLOW DE 16 JBRAUN PT FELLOW DE 16 JBRAUN PT FELLOW DE 16 JBRAUN PT FELLOW DE 16 JBRAUN 8 16 2011 01 43PM 8 16 2011 01 44PM 8 22 2011 06 04 AM 8 5 2011 06 48 AM PT FELLOW DE 16 JBRAUN PT FELLOW DE 16 JBRAUN PT FELLOW DE 16 JBRAUN PT FELLOW DE 16 JBRAUN Created i 8 16 2011 01 41PM 8 16 2011 12 59 PM 8 16 2011 02 26 PM 8 4 2011 08 41 AM 30 FELLOW CONSULTING AG where people work together 6 Verify the configuration on the mobile device In order to verify your customization you need to synchronize and check the sync log The message in sync log showsRead configuration Name of xlm you deployed Here is example in Android tad Hl E 5 39 m Synchronization 22 2011 Synchronization log Read configuration default_configurator 31 FELLOW CONSULTING AG where people work together Others For any feedback please contact Daniel Jordan fellow consulting de 32
28. s the Fields button to view all available fields of the selected entity you need to sync first to see all customized fields Press the Actions button to view all available actions for each object FELLOW CONSULTING AG where people work together 4 2 Preferences amp Fetch Meta data Set up your preferences before you start with the configuration Click on Preferences opens a Popup window Here you can enter your CRM on Demand login information and the CRM on Demand URL Press Test Login button to test your connection to the server You can close the popup by clicking the little X on the top right Connection information URL https secure ausomxapa crmondemand com Login FELLOW Test connection Cancel Save Figure 7 Preferences interface Next click on Synchronize button This will download all the custom fields fields translations and so on from your CRM on Demand FELLOW CONSULTING AG where people work together a Mobile Configurator Version 1 15 J 3 Save 4 Load New Use defaulttemplate _ Preferences Fetch metadata amp y About Clobal settings Layouts Click Fetch Metadata to sync for fields Layout Account x Add New Layout Delete Layout Layout depend on column Column Value G as i 4 a4 Drag Fields from the left to add them into the target layout Drag Fields from the right to remove t
29. ty Layout depend on field Field value Figure 11 No objects are enable from Entities This is the example In figure 12 I enable Account and Activity so now I can new layout for these objects FF onse Configurator Version 1 15 F Save Load em Use Getaull template J Preferences gt Fetch metadata ud ADO Global setings Entses oo DOUI Genend on ui Drag Fields tom the lef to aca he Entity Account remove tern NENES OCHOER POREN SES ta Layout depend on field Detal Layout Field value Fieics i cho Figure 12 Entities enable Account and Activity To renew the layout click New button on upper left corner When the New button is clicked there will be a message to ask for deletion of old layout template 12 FELLOW CONSULTING AG where people work together Mobile Configurator Version 1 15 Click new button to renew the layout 3 Save 4 Load C new J Use defaulttemplate P Preferences Fetch metadata g About _ Disable iAds _ Enable Merge Address Book _ Enable Facebook _ Enable Linked in Figure 13 New button for new layout 4 3 2 Choosing Default template There are four default templates existing in Mobile Configurator They are iPhone iPad Default iPhone iPad Consumer goods Android Default Android Consumer goods In general consumer goods are considered with Product and Asset so these objects don t have in iPhone iPad android Default template
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