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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