Siebel Pharma Handheld Guide > Developing Siebel Handheld Applications > Configuring Find Enhancements >

Modifying Applets

The following procedures describe how to modify applets, add new columns to applets and to include control level user properties to support Auto Select.

To modify applets

1. Add a Find button to Pharma Professional List Applet - CE and Pharma Account List Applet - CE:
   1. Set the field value with the following property set:

      For this Field	Add This Value
      Display Name	Find
      MethodInvoked	FindView
      HTML Type	MiniButton

   2. Navigate to Applet WebLayout.
   3. Change the Application Context to Siebel ePharma CE.
   4. Add a new button after New Call Button.
   5. Save the layout.
   6. Change the Application Context to All Applications.
2. Add the PopupFindApplet control user property to Pharma Professional Call Form Applet - CE.
   1. Select ContactLastName control and go to the control user property.
   2. Add a new record with Name as PopupFindApplet and Value as Contact Find Popup Applet.
   3. Add a new control to Applet Web Template in Layout.

      For this Field	Add This Value
      Name	Find
      Detail Applet	Contact Find Popup Applet
      Visible	False

3. Add the PopupFindApplet Control User Property to Pharma Account Call Form Applet - CE.
   1. Select AccountName Control and navigate to the Control User Property.
   2. Add a new record with Name as PopupFindApplet and Value as Account Find Popup Applet.
   3. Add a new control to Applet Web Template in Layout.

      For this Field	Add This Value
      Name	Find
      Detail Applet	Account Find Popup Applet
      Visible	False

4. You must create four new applets, as detailed in the following tasks:

   To create APPLET #1

   To create APPLET #2

   To create APPLET #3

   To create APPLET #4

To create APPLET #1

1. Create a new Applet called HH Contact Find Form Applet - CE.
2. Set the applet with the following property set:

   For this Field	Add This Value
   Name	HH Contact Find Form Applet - CE
   Business Component	Contact
   Class	CSSFrameFindContact
   Title	Contact
   Type	Standard
   No Delete	TRUE

3. Navigate to Applet User Prop (Child Object of an Applet) and add the following user properties.

   The following user properties are set to support multi-select in an pick applet. The Pick Applet Property has values defined as |Field name|, |Dest Field|.

   For this Field	Add This Value
   PickApplet 1	Account Find, Name
   PickApplet 2	Postal Code Find, Postal Code
   SHCEHideToolBar	TRUE
   SHCEHideStatusBar	TRUE

4. Navigate to Controls (child object of the applet)
   1. Right-click on the controls, select New Record, and add the following values:

      For this Field	Add This Value
      Name	Account Find
      Caption	Affiliations
      Field	Account Find
      HTML Type	Field
      Pick Applet	HH LS Contact Account Affiliation Pick Applet - Multi Select
      Runtime	TRUE

   2. Once the Account Control is added, navigate to its user property (Control User Prop), and add the following values:

      Name: AutoSelect

      Value: TRUE

   3. Right-click on the controls, select New Record, and add the following values:

      For this Field	Add This Value
      Name	All
      Caption	All
      HTML Type	MiniButton
      Method Invoke	AllContacts

   4. Right-click on to the controls, select New Record, and add the following values:

      For this Field	Add This Value
      Name	Best Time
      Caption	Best Call Time
      Field	Best Time
      HTML Type	Field
      Runtime	TRUE

   5. Right-click on the controls, select New Record, and add the following values:

      For this Field	Add This Value
      Name	Postal Code Find
      Caption	Postal Code
      Field	Postal Code Find
      HTML Type	Field
      Pick Applet	Find Pharma Address Postal Code
      Runtime	TRUE

   6. Once the Postal Code Find Control is added, navigate to its user property (Control User Prop) and add the following values:

      Name: AutoSelect

      Value: TRUE

   7. Right-click on the controls, select New Record, and add the following values:

      For this Field	Add This Value
      Name	Last Call Date Find
      Caption	Last Call Date
      Field	Last Call Date Find
      HTML Type	Field

   8. Right-click on the controls, select New Record, and add the following values:

      For this Field	Add This Value
      Name	Rep Specialty
      Caption	Specialty
      Field	Rep Specialty
      HTML Type	Field
      Runtime	TRUE

   9. Navigate to its user property (Control User Prop) and add the following values:

      Name: AutoSelect

      Value: TRUE

   10. Right-click on the controls, select New Record, and add the following values:

       For this Field	Add This Value
       Name	Route
       Caption	Route
       Field	Route
       HTML Type	Field
       Runtime	TRUE

   11. Navigate to its user property (Control User Prop) and add the following values:

       Name: AutoSelect

       Value: TRUE

   12. Right-click on the controls, select New Record, and add the following values:

       For this Field	Add This Value
       Name	Start Day
       Caption	Day
       Field	Start Day
       HTML Type	Field
       Runtime	TRUE

   13. Navigate to its user property (Control User Prop) and add the following values:

       Name: AutoSelect

       Value: TRUE

   14. Right-click on the controls, select New Record, and add the following values:

       For this Field	Add This Value
       Name	Search
       Caption	Search
       HTML Type	MiniButton
       Method Invoke	SearchContacts

   15. Right-click on the controls, select New Record, and add the following values:

       For this Field	Add This Value
       Name	With/Without Planned Call
       Caption	Planned
       Field	CallStatus
       HTML Type	Checkbox
       Runtime	TRUE

5. Navigate to Applet Web Template and create a record with the following values:

   For this Field	Add This Value
   Name	Edit
   Type	Edit
   Sequence	1
   Web template	Applet Form 4 column (Edit/New)

6. Right-click on Applet name and Edit Web Layout.
7. Add the new Controls on to the form.

To create APPLET #2

1. Create a new Applet called HH Account Find Form Applet - CE with the following values:

   For this Field	Add This Value
   Name	HH Account Find Form Applet - CE
   Business Component	Account
   Class	CSSFrameFindAccount
   Title	Account
   Type	Standard
   No Delete	TRUE

2. Navigate to Applet User Prop (child object of an applet) and add the following user property. The following user properties are set to support multi-select in an pick applet:

   For this Field	Add This Value
   PickApplet 1	City Find, City
   PickApplet 2	Postal Code Find, Postal Code
   SHCEHideToolBar	TRUE
   SHCEHideStatusBar	TRUE

3. Navigate to Controls (child object of the applet)
   1. Right-click on the controls, select New Record, and add the following values:

      For this Field	Add This Value
      Name	All
      Caption	All
      HTML Type	MiniButton
      Method Invoke	AllAccounts

   2. Right-click on the controls, select New Record, and add the following values:

      For this Field	Add This Value
      Name	Best Time
      Caption	Best Call Time
      Field	Best Time
      HTML Type	Field
      Runtime	TRUE

   3. Right-click on the controls, select New Record, and add the following values:

      For this Field	Add This Value
      Name	City
      Caption	City
      Field	City Find
      HTML Type	Field
      Pick Applet	Find CUT Address - CE City
      Runtime	TRUE

   4. Once the City Control is added, go to its user property (Control User Prop) and add the following values:

      Name: AutoSelect

      Value: TRUE

   5. Right-click on the controls, select New Record, and add the following values:

      For this Field	Add This Value
      Name	Postal Code Find
      Caption	Postal Code
      Field	Postal Code Find
      HTML Type	Field
      Pick Applet	Find CUT Address - CE Postal Code
      Runtime	TRUE

   6. Once the Postal Code Find Control is added, go to its user property (Control User Prop) and add the following values:

      Name: AutoSelect

      Value: TRUE

   7. Right-click on the controls, select New Record, and add the following values:

      For this Field	Add This Value
      Name	Last Call Date Find
      Caption	Last Call Date
      Field	Last Call Date Find
      HTML Type	Field

   8. Right-click on the controls, select New Record, and add the following values:

      For this Field	Add This Value
      Name	Route
      Caption	Route
      Field	Route
      HTML Type	Field

   9. Once the Route Control is added, go to its user property (Control User Prop) and add the following values:

      Name: AutoSelect

      Value: TRUE

   10. Right-click on the controls, select New Record, and add the following values:

       For this Field	Add This Value
       Name	Start Day
       Caption	Start Day
       Field	Start Day
       HTML Type	Field

   11. Once the Start Day Control is added, go to its user property (Control User Prop) and add the following values:

       Name: AutoSelect

       Value: TRUE

   12. Right-click on the controls, select New Record, and add the following values:

       For this Field	Add This Value
       Name	Search
       Caption	Search
       HTML Type	MiniButton
       Method Invoke	SearchAccounts

   13. Right-click on the controls, select New Record, and add the following values:

       For this Field	Add This Value
       Name	Type
       Caption	Account Type
       Field	Type
       HTML Type	Field

   14. Once the Type Control is added, go to its user property (Control User Prop) and add the following values:

       Name: AutoSelect

       Value: TRUE

   15. Right-click on the controls, select New Record, and add the following values:

       For this Field	Add This Value
       Name	With/Without Planned Call
       Caption	Planned
       Field	CallStatus
       HTML Type	Checkbox

4. Navigate to Applet Web Template and create a record with the following values:

   For this Field	Add This Value
   Name	Edit
   Type	Edit
   Sequence	1
   Web template	Applet Form 4 column (Edit/New)

5. Right-click on the Applet name and Edit Web Layout.
6. Add the new Controls on to the form.

To create APPLET #3

1. Copy Applet #1 (HH Contact Find Form Applet - CE) and change the value of the following property set:

   For this Field	Add This Value
   Name	Contact Find Popup Applet
   Business Component	(Leave blank)
   Class	CSSFramePopupContact
   Type	Pick List

2. Select Applet Web Template Object and change Web Template name to Popup Query.
3. Select Applet and set Popup Dimension Property in the Properties window to 240 X 200.

To create APPLET #4

1. Copy Applet #2 (HH Account Find Form Applet - CE) and change the value of the following property set:

   For this Field	Add This Value
   Name	Account Find Popup Applet
   Business Component	(Leave blank)
   Class	CSSFramePopupContact
   Type	Pick List

2. Select Applet Web Template Object and change Web Template name to Popup Query.
3. Select Applet and set Popup Dimension Property in Properties window to 240 X 200.
4. Add the applet user property PopupCommitParent = False.

To set the view property

1. Navigate to the view Object definition and query for Pharma Professional Calls View - CE.
2. Right-click on the Pharma Professional Calls View - CE view and select Copy Record.
3. Change the following property value:

   Name: Pharma Professional Find View - CE

   Business Object: Contact

4. Delete any View Report Records, Thread applet Properties, Add to History = False.
5. Navigate to View Web Template Item (Child object of View Web Template).
6. Add HH Contact Find Form Applet - CE Applet, and delete any other applets if they exist.

   There should be only one applet associated to this view with the following values:

   For this Field	Value
   Name	HH Contact Find Form Applet - CE
   Item Identifier	1
   Applet	HH Contact Find Form Applet - CE
   Applet Mode	Edit

7. Repeat Step 1 and Step 2 and change the following property value:

   Name: Pharma Account Find View - CE

   Business Object: Account

8. Repeat Step 4.
9. Add HH Account Find Form Applet - CE Applet, and delete any other applets if they exist.

   There should be only one applet associated to this view with the following values:

   For this Field	Value
   Name	HH Account Find Form Applet - CE
   Item Identifier	1
   Applet	HH Account Find Form Applet - CE
   Applet Mode	Edit

To add the previously-created views to the screen

1. Navigate to Screen Object definition and query for ePharma Professionals CE.
2. Navigate to Screen Views (child object of screen).
3. Right-click on screen views, select New Record, and set the screen views property with the following values:

   For this Field	Value
   Name	Pharma Professional Find View - CE
   View	Pharma Professional Find View - CE
   Type	Aggregate View
   Sequence	15 (pick the next unused sequence number)

   Leave all other properties empty.

4. Navigate to the Screen Object definition and query for ePharma Account CE.
5. Navigate to Screen Views (child object of screen).
6. Right-click on the screen views, select New Record, and set the screen views property with the following values:

   For this Field	Value
   Name	Pharma Account Find View - CE
   View	Pharma Account Find View - CE
   Type	Aggregate View
   Sequence	15 (pick the next unused sequence number)

   Leave all other property empty.

7. Add New Views to Views/Responsibilities for the representative.