Configuring Siebel Open UI > Customizing Styles, Applets, and Fields > Customizing Applets >

Customizing Applets to Capture Signatures

A signature capture is an electronic capture of a user's signature. Siebel Open UI stores this signature as an image. It eliminates the need for paper storage and retrieval. It is recommended that you configure Siebel Open UI to store each signature capture for the Siebel Open UI client and for the high-interactivity client as an image that Siebel CRM can use in the administrative view and the reports view. This configuration simplifies how Siebel Open UI renders the signature capture across these user interfaces. Siebel Open UI can then get the signature capture from Siebel BI Publisher for reporting purposes and process it, as required.

Siebel Open UI clients and high-interactivity clients use different formats to store each signature capture. This topic describes how to configure Siebel Open UI so that it can display these formats simultaneously from the CIC control and to retrieve them in a report. For more information about:

• Siebel BI Publisher, see Siebel Reports Guide
• The CIC control, see Article ID 869586.1 on My Oracle Support

To customize applets to capture signatures

1. Copy a signature form applet that comes predefined with Siebel Open UI:
   1. Open Siebel Tools.

      For more information, see Using Siebel Tools.

   2. In the Object Explorer, click Applet.
   3. In the Applets list, locate an applet that includes a signature capture configuration.

      For this example, locate the following applet:

   LS Pharma Call Signature Form Applet

   This topic uses Siebel Pharma as an example. You can modify the objects for your Siebel application, as necessary.

   4. Right-click the applet you located in Step c, and then click Copy Record.
   5. Add an _OUI suffix to the name.

      For example:

   LS Pharma Call Signature Form Applet_OUI

2. Add applet user properties:
   1. In the Object Explorer, expand the Applet tree, and then click Applet User Prop.
   2. In the Applet User Props list, add the following applet user properties.

      Name	Value
      CanInvokeMethod: ClearSignature	TRUE
      Signature Min Length	5

3. Add controls:
   1. In the Object Explorer, click Control.
   2. In the Controls list, add the following controls.

      Name	Description
      Clear Signature	Set the MethodInvoked property to ClearSignature.
      Address	Set the Field property to Address.
      Signature Capture	Set the following properties: Set the Field property to Signature. Set the HTML Type property to InkData.
      Disclaimer Text	Set the Read Only property to TRUE.
      Signature Header Text

4. Add an applet web template:
   1. In the Object Explorer, click Applet Web Template.
   2. In the Applet Web Templates list, right-click the Base applet web template, and then click Copy Record.
   3. Set the following properties.

      Property	Value
      Name	Edit
      Type	Edit

5. Modify the drilldown objects:
   1. In the Object Explorer, click Drilldown Object.
   2. In the Drilldown Objects list, modify the following value of the Hyperlink Field property of the Apply Drilldown and the Cancel Drilldown drilldown objects.

      Old Value	New Value
      Signature Header Text	Address

6. Copy a predefined view:
   1. In the Object Explorer, click View.
   2. In the Views list, locate a view that includes a signature capture configuration.

      For this example, locate the following view:

   LS Pharma Call Signature Capture View

   3. Right-click the view you located in Step b, and then click Copy Record.
   4. Add an _OUI suffix to the name.

      For example:

   LS Pharma Call Signature Capture View_OUI

7. Modify the view web template:
   1. In the Object Explorer, expand the View tree, expand the View Web Template tree, and then click View Web Template Item.
   2. In the View Web Template Items list, query the Name property for the following value:

   LS Pharma Call Signature Form Applet

   3. Modify the following value of the Name property.

      Old Value	New Value
      LS Pharma Call Signature Form Applet	LS Pharma Call Signature Form Applet_OUI

   4. Modify the following value of the Applet Mode property.

      Old Value	New Value
      Base	Edit

8. Modify a call form applet that comes predefined with Siebel Open UI:
   1. In the Object Explorer, click Applet.
   2. In the Applets list, locate an applet that includes a call form configuration.

      For this example, locate the following applet:

   Pharma Professional Call Form Applet

   3. In the Object Explorer, expand the Applet tree, and then click Applet User Prop.
   4. In the Applet User Props list, add the following applet user property.

      Name	Value
      Signature Applet Name	LS Pharma Call Signature Form Applet_OUI

   5. In the Object Explorer, click Drilldown Object.
   6. In the Drilldown Objects list, query the Name property for Signature Capture Drilldown.
   7. Modify the following value of the View property.

      Old Value	New Value
      LS Pharma Call Signature Capture View	LS Pharma Call Signature Capture View_OUI

9. Modify the screen:
   1. In the Object Explorer, click Screen.
   2. In the Screens list, locate a screen that displays the signature form and call form applets.

      For this example, locate the following screen:

   LS Pharma Calls Screen

   3. In the Object Explorer, expand the Screen tree, and then click Screen View.
   4. In the Screen Views list, query the Name property for the following value:

   LS Pharma Call Signature Capture View

   5. Modify the following value of the View property.

      Old Value	New Value
      LS Pharma Call Signature Capture View	LS Pharma Call Signature Capture View_OUI

10. Compile your modifications.
11. Configure your customization:
    1. Log in to the client with administrative privileges.
    2. Navigate to the Administration - Application screen, and then the Views view.
    3. In the Views list, query the Name property for the following value:

    LS Pharma Call Signature Capture View

    4. Make a note of the field values of the responsibility that the client displays in the Responsibilities list.
    5. In the Views list, add the following view.

       Field	Value
       View Name	LS Pharma Call Signature Capture View_OUI

    6. In the Responsibilities list, add a responsibility. Use the same field values that you noted in Step d.
    7. Navigate to the Administration - Personalization screen, and then the Applets view.
    8. In the Applets list, add the following applet.

       Field	Value
       Name	LS Pharma Call Signature Form Applet_OUI

    9. In the Rule Sets list, add the following rule set.

       Field	Value
       Name	Pharma Call Default
       Sequence	1
       Start Date	Any date that has already occurred. For example, 01/01/2012.

12. Make sure you configure Siebel Open UI to store each image on a secure system using disk encryption or system encryption.
13. Test your modifications.