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Configuring Siebel Open UI to Display Siebel CRM Data on Google Maps


In this topic you configure Siebel Open UI to display Siebel CRM data in a Google map. If the user clicks a map button, then Siebel Open UI displays a Google map that can include markers that identify the current location of the mobile user, markers that identify the locations of various Siebel CRM address records, and routing information. It allows the user to get driving directions and to view other information, such as the customer name and account revenue for each marker.

Displaying Siebel CRM Data in a Google Map in a Separate Window

In this topic you configure Siebel Open UI to display Siebel CRM data in a Google map in a separate window. It displays this window if the user clicks a map icon from a field in a form applet. It references a field that includes the location information that it displays in the Google map.

To display Siebel CRM data in a Google map in a separate window

  1. Modify the applet:
    1. Open Siebel Tools.

      For more information, see Using Siebel Tools.

    2. In the Object Explorer, click Applet.
    3. In the Applets list, query the Name property for the form applet that you must modify.

      For example, query the Name property for Account Form Applet.

    4. In the Object Explorer, expand the Applets tree, and then click Control.
    5. In the Controls list, query the Name property for the control that you must modify.

      For example, query the Name property for the BillToStreetAddress control.

    6. Note the name of the value in the Field property.

      Siebel Open UI will display the map icon in this field. For example, the Street Address field.

    7. In the Object Explorer, click Applet User Prop.
    8. In the Applet User Properties list, add the following applet user property.
      Property
      Value

      Name

      MAP_LOCATION_FIELDS

      Value

      Enter the name of a business component field. For example:

      Billing Address

      To specify more than one field, use a comma to separate each field name. For example:

      Billing Address,Shipping Address

      At run-time, Siebel Open UI will create a separate push pin in the Google map for each field that you specify.

    9. Compile your modifications.
  2. Test your modifications:
    1. Log in to the client.
    2. Verify that Siebel Open UI displays a map icon in the field that you noted in Step f.

      For example, navigate to the Accounts screen, click Accounts List, and then verify that Siebel Open UI displays a map icon in the City field in the form applet.

    3. Click this map icon, make sure Siebel Open UI opens a new window, and then displays a Google map in this window.
    4. Make sure this map includes route and direction information for the route that exists between the current geographic location of the mobile user and the address location of the current Siebel CRM address record.

Displaying Siebel CRM Data in a Google Map in a List Applet

In this topic you configure Siebel Open UI to display Siebel CRM data in a Google map in a list applet. If the user clicks a map button in a field in a list applet, then Siebel Open UI displays this map immediately below the list of records in this list applet.

To display Siebel CRM data in a Google map in a list applet

  1. Add the map button:
    1. Open Siebel Tools.

      For more information, see Using Siebel Tools.

    2. In the Object Explorer, click Applet.
    3. In the Applets list, query the Name property for the list applet that must contain the map button.
    4. In the Object Explorer, expand the Applet tree, and then click Control.
    5. In the Controls list, add the following control.
      Property
      Value

      Name

      Enter any value.

      Caption

      Enter any value.

      HTML Type

      MiniButton

      Method Invoked

      ShowMapLocations

      The ShowMapLocations method dynamically loads the Google map method, initializes the geocoder service to get the latitude and longitude of the address, and creates a marker for each location that exists in the array.

      Siebel Open UI can call this method from a list applet. To call the method, it creates a button or link control and binds a click event with the control. In jqmListRenderert, it loops through the set of records in the list applet, examines the available columns and the non-null value of address fields of the record. To create the full address and add it in the array, it binds the ShowMap button control that is defined in the web template with the click event that the jqmListRenderer defines and calls the ShowMapLocations method in the JQMMapCtrl class.

    6. In the Object Explorer, click Applet Web Template.
    7. In the Applet Web Template list, query the Name property for Edit List.
    8. In the Object Explorer, expand the Applet Web Template tree, and then click Applet Web Template Item.
    9. In the Applet Web Template Items list, add the following applet web template item.
      Property
      Value

      Name

      Enter any value.

      Control

      Choose the control that you added in Step e.

  2. Add an applet user property:

    Do Step h except do this step for the button that you added in Step 1.

    If this applet user property references a field that Siebel Open UI does not display in the client, then do the following work:

    1. In the Object Explorer, click Applet.
    2. In the Applets list, locate the applet that you must modify.
    3. In the Applets list, click the link that Siebel Tools displays in the Business Component property.
    4. In the Object Explorer, expand the Business Component tree, and then click Business Component User Prop.
    5. In the Business Component User Properties list, add the following business component user property.
      Property
      Value

      Name

      PrivateFields

      Value

      Enter the name of a business component field. For example:

      Billing Address

      To specify more than one field, use a comma to separate each field name. For example:

      Billing Address,Shipping Address

  3. Modify the .swt file:
    1. Identify the .swt file that you must modify, and then open it for editing.

      For a similar example that identifies and modifies a web template, see Configuring Views to Use Landscape or Portrait Layout.

    2. Add the following code immediately after the SiebelContentListContainer div element:

    <swe:if condition="Web Engine State Properties, IsMobileApplicationMode">
        <div id="SiebelMapContainer" name="SiebelMapContainer" style="display:none;">
        <div id="jqmMapCtrl" name="jqmMapCtrl" ></div>
      </div>
    </swe:if>

    This code adds the map container and div element. Siebel Open UI uses it to render the inline map.

    1. Optional. To specify a current location that Siebel Open UI uses if the current geolocation is not available, you can add the following code:

    <div id="jqmMapCtrl" name="jqmMapCtrl" myLocation="address"></div>

    For example:

    <div id="jqmMapCtrl" name="jqmMapCtrl" myLocation="8 New England Executive Park, Burlington, MA 01803 USA"></div>

Removing Map Buttons and Icons from Applets

This topic describes how to remove the map button from a list applet and the map icon from a form applet.

To remove map buttons and icons from applets

  1. Modify the applet:
    1. Open Siebel Tools.

      For more information, see Using Siebel Tools.

    2. In the Object Explorer, click Applet.
    3. In the Applets list, locate the applet that you must modify.
    4. In the Object Explorer, expand the Applet tree, and then click Control.
    5. In the Controls list, query the Method Invoked property for the following value:

    ShowMapLocations

    1. Set the Inactive property to Y for all records that Siebel Tools returns.
    2. In the Object Explorer, click Applet User Prop.
    3. In the Applet User Properties list, query the Name property for MAP_LOCATION_FIELDS.
    4. Set the Inactive property to Y for all records that Siebel Tools returns.
  2. Optional. If the Value property of a MAP_LOCATION_FIELDS applet user property references a field that Siebel Open UI does not display in the client, and if no other applet uses this field for the location service then, then you can remove this field from the business component user property. Do the following:
    1. In the Object Explorer, click Applet.
    2. In the Applets list, click the link that Siebel Tools displays in the Business Component property.
    3. In the Object Explorer, expand the Business Component tree, and then click Business Component User Prop.
    4. In the Business Component User Properties list, search the Name property for the following value:

    PrivateFields

    1. Set the Inactive property to Y for all records that Siebel Tools returns.
    2. Set Inactive = Y (if value is a single field).
    3. Remove the field from the list if the value includes more than one field.
  3. Compile your modifications.
  4. Modify the Web template file:
    1. Identify the .swt file that you must modify, and then open it for editing.
    2. Remove the following code:

    <swe:if condition="Web Engine State Properties, IsMobileApplicationMode">
        <div id="SiebelMapContainer" name="SiebelMapContainer" style="display:none;">
        <div id="jqmMapCtrl" name="jqmMapCtrl" ></div>
      </div>
    </swe:if>

    For a similar example that identifies and modifies a web template, see Configuring Views to Use Landscape or Portrait Layout.

Removing Map Buttons and Icons from All Applets

This topic describes how to remove the map button from all list applets and the map icon from all form applets.

To remove map buttons and icons from some applets

  • Location service auto check the availability of the Google method. It disables Map button on the list applets and removes Map icon from the form applet.
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