Configuring Siebel Open UI
What's New in This Release
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Overview of Siebel Open UI
About Siebel Open UI
Differences Between High Interactivity and Siebel Open UI
How Siebel CRM Renders High-Interactivity Clients
How Siebel CRM Renders Siebel Open UI Clients
Summary of Differences Between High Interactivity and Siebel Open UI
About Using This Book
Important Terms and Concepts
How This Book Indicates Computer Code and Variables
How This Book Describes Objects
About the Siebel Innovation Pack
Support for Customizing Siebel Open UI
Getting Help from Oracle
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Architecture of Siebel Open UI
About the Siebel Open UI Development Architecture
Overview of the Siebel Open UI Development Architecture
Example of How Siebel Open UI Renders a View or Applet
Customizing the Presentation Model and Physical Renderer
Stack That Siebel Open UI Uses to Render Objects
Items in the Development Architecture You Can Modify
Example Client Customizations
Differences in the Server Architecture Between High Interactivity and Siebel Open UI
Differences in the Client Architecture Between High Interactivity and Siebel Open UI
Life Cycle of User Interface Elements
Summary of Presentation Model Methods
Life Cycle of a Physical Renderer
Example of the Life Cycle of a User Interface Element
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Example of Customizing Siebel Open UI
Roadmap for Customizing Siebel Open UI
Process of Customizing the Presentation Model
Creating the Presentation Model
Customizing the Setup Logic of the Presentation Model
Customizing the Presentation Model to Identify the Records to Delete
Customizing the Presentation Model to Delete Records
Overriding Predefined Methods in Presentation Models
Customizing the Presentation Model to Handle Notifications
Attaching an Event Handler to a Presentation Model
Customizing Methods in the Presentation Model to Store Field Values
Customizing the Presentation Model to Call the Siebel Server and Delete a Record
Process of Customizing the Physical Renderer
Setting Up the Physical Renderer
Customizing the Physical Renderer to Render List Applets
Customizing the Physical Renderer to Bind Events
Customizing the Physical Renderer to Bind Data
Customizing the Physical Renderer to Refresh the Recycle Bin
Customizing the Event Handlers
Modifying the CSS Files to Support the Physical Renderer
Configuring the Manifest for the Recycle Bin Example
Testing Your Modifications
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Customizing Siebel Open UI
Guidelines for Customizing Siebel Open UI
Guidelines for Customizing Presentation Models
Guidelines for Customizing Physical Renderers
Guidelines for Customizing Presentation Models and Physical Renderers
Doing General Customization Tasks
Enabling Object Managers for Siebel Open UI
Preparing Siebel Tools to Customize Siebel Open UI
Modifying the Application Configuration File
Adding Presentation Model Properties That Siebel Servers Send to Clients
Configuring Siebel Open UI to Bind Methods
Calling Methods for Applets and Business Services
Using the Base Physical Renderer Class With Nonapplet Objects
Customizing Events
Creating Components
Allowing Users to Interact with Clients During Business Service Calls
Managing Files
Organizing Files That You Customize
Updating Relative Paths in Files That You Customize
Specifying Dependencies Between Presentation Models or Physical Renderers and Other Files
Specifying the Order That Siebel Open UI Uses to Download Files
Configuring Manifests
Overview of Configuring Manifests
Configuring Custom Manifests
Adding Custom Manifest Expressions
Adding JavaScript Files to Manifest Administrative Screens
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Customizing Styles, Applets, and Fields
Customizing Client Logo, Background, and Style
Customizing the Logo
Customizing the Background Image
Customizing Browser Tab Labels
Using Cascading Style Sheets to Modify Position, Dimension, and Text Attributes of an Object
Using Cascading Style Sheet Classes to Modify HTML Elements
Customizing the Sequence That Siebel Open UI Uses to Load Cascading Style Sheets
Customizing Applets
Refreshing Applets That Contain Modified Data
Allowing Users to Drag and Drop Data Into List Applets
Customizing List Applets to Display a Box List
Customizing List Applets to Render as a Carousel
Customizing List Applets to Render as a Carousel without Compiling the SRF
Customizing List Applets to Render as a Table
Configuring the Focus in List Applets
Adding Static Drilldowns to Applets
Allowing Users to Change the Applet Visualization
Displaying Applets Differently According to the Applet Mode
Adding Custom User Preferences to Applets
Customizing Applets to Capture Signatures
Customizing Fields
Displaying and Hiding Fields
Configuring Spell Checker on Fields
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Customizing Calendars and Schedulers
Customizing Calendars
Deploying Calendars According to Your Calendar Deployment Requirements
Using Fields to Customize Event Styles for the Calendar
Customizing Event Styles for the Calendar
Customizing Repeating Calendar Events for Siebel Mobile
Controlling How Calendars Display Timestamps
Replacing Standard Interactivity Calendars
Customizing Resource Schedulers
Overview of Customizing Resource Schedulers
Customizing a Resource Scheduler
Customizing the Filter Pane in Resource Schedulers
Customizing the Resource Pane in Resource Schedulers
Customizing the Timescale Pane in Resource Schedulers
Customizing the Schedule Pane in Resource Schedulers
Customizing Tooltips in Resource Schedulers
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Configuring Siebel Open UI to Interact with Other Applications
Displaying Data from External Applications in Siebel Open UI
Displaying Data from External Applications in Siebel Views
Displaying Data from External Applications in Siebel Applets
Displaying Data from Siebel Open UI in External Applications
Displaying Siebel Portlets In External Applications
Preparing Standalone Applets
Displaying Siebel CRM Applets and Views in External Applications
Displaying Siebel CRM Applets in External Applications with Search Criteria
Displaying Siebel CRM Applets in Siebel CRM Web Pages
Using iFrame Gadgets to Display Siebel CRM Applets in External Applications
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Customizing Siebel Open UI for Siebel Mobile
Overview of Customizing Siebel Mobile
Mobile Controller and Physical Renderers You Can Modify to Customize Siebel Mobile
Third Party JavaScript Plug-Ins You Can Use to Customize Siebel Mobile
Templates and Style Sheets You Can Use to Customize Siebel Mobile
Setting Up Configuration for Siebel Mobile Examples
Determining Whether or Not Siebel Open UI Is Enabled for Siebel Mobile
Customizing Layout, Views, Menus, Lists, and Controls
Customizing the Layout for Mobile Devices
Configuring Views to Use Landscape or Portrait Layout
Configuring Siebel Open UI to Display High Interactivity Views in Mobile Web Clients
Using Siebel Web Templates to Modify Siebel Mobile Views
Customizing Menus and Menu Items
Customizing the Number of Columns in Mobile Applets
Customizing the Number of Columns in Mobile Tables
Customizing Mobile Lists
Customizing Tiles
Adding Toggle Controls
Configuring Siebel Open UI to Toggle Row Visibility
Adding the Show More Button to Your Custom Form Applets
Customizing Transitions, Themes, Styles, and Colors
Customizing Transitions That Siebel Open UI Displays When It Changes Views
Customizing Themes That Siebel Open UI Displays in Siebel Mobile Clients
Customizing List Applet Styles
Customizing jQuery Color Swatches That Siebel Open UI Displays in Siebel Mobile Clients
Customizing Scrolling and Swipe
Configuring Generic Scrolling in Siebel Mobile
Configuring Swipe Scrolling
Configuring Infinite Scrolling
Configuring the Height of the Scroll Area
Configuring Swipe to Delete
Customizing How Siebel Open UI Interacts with Siebel Mobile Applications
Adding Maps That Include Location Data in Siebel Mobile
Configuring Siebel Open UI to Display Siebel CRM Data on Google Maps
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Customizing Siebel Open UI for Siebel Mobile Disconnected
Overview of Customizing Siebel Open UI for Siebel Mobile Disconnected
Operations You Can Customize When Clients Are Offline
Operations You Cannot Customize When Clients Are Offline
Process of Customizing Siebel Open UI for Siebel Mobile Disconnected
Doing General Customization Tasks for Siebel Mobile Disconnected
Modifying Manifest Files for Siebel Mobile Disconnected
Registering Methods to Make Sure Siebel Open UI Runs Them in the Correct Sequence
Using Siebel Business Services or JavaScript Services to Customize Siebel CRM Objects
Using Custom JavaScript Methods
Using Custom Siebel Business Services
Configuring Data Filters
Configuring Objects That Siebel Open UI Does Not Display in Clients
Configuring Error Messages for Disconnected Clients
Customizing Siebel Pharma for Siebel Mobile Disconnected Clients
Customizing Siebel Service for Siebel Mobile Disconnected Clients
Allowing Users to Commit Part Tracker Records
Allowing Users to Return Parts
Allowing Users to Set the Activity Status
Methods You Can Use to Customize Siebel Mobile Disconnected
Methods You Can Use in the Applet Class
Methods You Can Use in the Business Component Class
Methods You Can Use in the Business Object Class
Methods You Can Use in the Business Service Class
Methods You Can Use in the Application Class
Methods You Can Use in the Model Class
Methods You Can Use in the Service Model Class
Methods You Can Use in Offline Classes
Other Methods You Can Use with Siebel Mobile Disconnected
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Siebel Open UI Application Programming Interface
Overview of the Siebel Open UI Client Application Programming Interface
Methods of the Siebel Open UI Application Programming Interface
Presentation Model Class
Presentation Model Class for Applets
Presentation Model Class for List Applets
Presentation Model Class for Menus
Physical Renderer Class
Business Component Class
Applet Class
Applet Control Class
JQ Grid Renderer Class for Applets
Business Service Class
Application Model Class
Control Builder Class
Locale Object Class
Component Class
Component Manager Class
Cascading Style Sheet Classes
Other Classes
Methods for Pop-Up Objects, Google Maps, and Property Sets
Pop-Up Presentation Models and Physical Renderers
Method That Integrates Google Maps
Methods That Manipulate Property Sets
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Reference Information for Siebel Open UI
Life Cycle Flows of User Interface Elements
Life Cycle Flows That Save Records
Life Cycle Flows That Handle User Navigation
Life Cycle Flows That Send Notifications
Life Cycle Flows That Create New Records in List Applets
Life Cycle Flows That Handle User Actions in List Applets
Notifications That Siebel Open UI Supports
Summary of Notifications That Siebel Open UI Supports
Using Notifications with Operations That Call Methods
NotifyGeneric Notification Type
NotifyStateChanged Notification Type
Example Usage of Notifications
Property Sets That Siebel Open UI Supports
Siebel CRM Events You Can Use to Customize Siebel Open UI
Internationalization Support
Screens and Views That Siebel Mobile Uses
Screens and Views That Siebel Consumer Goods Uses
Screens and Views That Siebel Sales Uses
Screens and Views That Siebel Service Uses
Screens and Views That Siebel Pharma Uses
Controls That Siebel Open UI Uses
Browser Script Compatibility
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Glossary
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