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Configuring Siebel Open UI > Customizing Siebel Open UI for Siebel Mobile Disconnected > Customizing Siebel Pharma for Siebel Mobile Disconnected Clients >

Configuring Interactive Detailing in the Siebel Open UI Application for Siebel Pharma

Configuring interactive detailing involves configuring the Detail button to appear on an applet in the application. By default, the Detail button appears only for Calls in the Siebel Open UI application for Siebel Pharma. Selecting the Detail button starts the eDetailer player which is used to deliver personalized content to customers, to demonstrate information about products to customers, and to obtain feedback from customers about product presentations and personalized content delivered. For more information about using the eDetailer player in the Siebel Open UI application for Siebel Pharma, see Siebel Connected Mobile Applications Guide.

Configuring the Detail Link - Scenario 1: Using New Data Map Object to Capture Customer Feedback

The following procedure shows you how to configure the Detail link for Contacts in the Siebel Open UI application for Siebel Pharma, but you follow the same procedure if configuring the Detail link for any other applet in the application. In the following procedure, you configure a new data map object (EdetailingContact) to create the Activity and Response record to capture customer feedback.

To configure the Detail link for Contacts in the Siebel Open UI application for Siebel Pharma

  1. Create a new Detail button control and drilldown in the Contact Form Applet in Siebel Tools:

    NOTE:  The Detail button must only be available in Siebel Open UI and should be disabled in High Interactivity applications. You can do this by using, for example, a standard applet user property where Name is set to CanInvokeMethod: ShowEdetailerPreviewView and Value is set to GetProfileAttr("IsOpenUI") = 1.

    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 Contact Form Applet.
    4. Create a new Detail button control:
      • In the Object Explorer, expand the Contact Form Applet, and then Control.
      • In the Controls list, create a new button control using values from the following table.
        Property
        Value

        Name

        EdetailerButton

        Caption

        Detail

        Method Invoked

        ShowEdetaillerPreviewView

        This method handles the related view navigation and data for the Detail link (eDetailer player). ShowEdetailerPreviewView is a new LS PCD Service for delivering personalized content in the Life Sciences industry. Note that if Siebel Tools does not display the Method Invoked in the list, then type it in manually.
    5. Define user properties for the Detail button:
      • In the Object Explorer, expand the Controls tree, and then click Business Component User Prop.
      • If you are invoking the business service method Named Method, then the user property value for Named Method is as follows:
        User Property Name
        Value

        Named Method 1

        "ShowEdetailerPreviewView", "INVOKESVC", "Contact", "LS PCD Service", "ShowEdetailerPreviewView", "DrilldownName", "Edetailer Drilldown", "EdetailerDatamapObj", "EdetailingContact", "CreateBookmark", "true", "'ObjectId'", "[Id]"

      • Create input arguments for Named Method with the values shown in the following table.
        Property Name
        Value
        Purpose

        DrilldownName

        Edetailer Drilldown

        Navigates to the eDetailer player view.

        EdetailerDatamapObj

        EdetailingContact

        Triggers the creation of activities, and the feedback capture page when finished showing the presentation.

        CreateBookmark

        TRUE

        Navigates back to the originating view (for example, Contact) when done showing the presentation.

        ObjectId

        Row Id of current record

        Used to log the response captured to the appropriate contact or account call.

    6. Add a new drilldown object for the Detail button control:
      • In the Object Explorer, expand the Contact Form Applet, and then Drilldown Object.
      • In the Drilldown Objects list, add a new drilldown object with the values shown in the following table.
        Property
        Value

        Name

        Edetailer Drilldown

        Hyperlink Field

        Last Name

        View

        eDetailer Message Plan Preview View

        Source Field

        None

        Business Component

        LS Admin Messagign Plans BC

        To show only the messaging plans that are related to a particular object (that is, remove the object for example "Product"), then add a new drilldown object with the values shown in the following table.

        Property
        Value

        Name

        Edetailer Drilldown

        Hyperlink Field

        Name

        View

        eDetailer Message Plan Preview View

        Source Field

        Id

        Business Component

        LS Admin Messaging Plans BC

        Destination Field

        Product Id
  2. Add the Contact business component to the Admin Messaging Plan business object.
    1. In the Object Explorer, expand the Business Object tree, and then click Business Object Component.
    2. In the Business Object Component list, create new records with the values shown in the following table.
      Business Object Component
      Value

      Bus Comp

      Link

      Contact

      None
  3. Configure a new data map object (EdetailingContact) to create the Activity and Response record:
    1. Log in to the Siebel business application.
    2. Navigate to the Administration - Application screen, then the Data Map Administration view.
    3. Click New and create a new data map object with the values shown in the following table:
      Data Map Object Name
      Source Business Object
      Destination Business Object

      EdetailingContact

      Admin Messaging Plan

      Action
    4. For the EdetailingContact data map object, click New in the Data Map Component applet and add the following components:
      Name
      Source Business Component
      Destination Business Component
      Parent
      Advanced Options

      Contact Act

      Contact

      Action

      None

      Source Search Specification = [Id] = GetProfileAttr ('Edetailer Object Id')

      ResponseLog

      eDetailer Feedback Capture VBC

      LS PCD Presentation Details BC

      Contact Act

      None
    5. For the Contact Act data map component, click new in the Data Map Field applet and add the following fields:
      Source Type
      Source
      Destination Type
      Destination

      Field

      Id

      Field

      Primary Contact Id
    6. For the ResponseLog data map component, click new in the Data Map Field applet and add the following fields:
      Source Type
      Source
      Destination Type
      Destination

      Field

      EndTime

      Field

      Message End Time

      Expression

      GetProfileAttr("Edetailer Object Id")

      Field

      Contact Id

      Field

      ItemName

      Field

      Message

      Field

      Mpild

      Field

      Message Id

      Field

      ParentMPId

      Field

      Message Plan Id

      Field

      ParentMPName

      Field

      Message Plan

      Field

      StartTime

      Field

      Message Start Time

Configuring the Detail Link - Scenario 2: Using New Business Component User Properties to Capture Customer Feedback

The following procedure shows you how to configure the Detail link in the Siebel Open UI application for Siebel Pharma specifically. To configure the Detail link in a different Siebel Open UI application (for example, in the Siebel Open UI application for Siebel Service), follow the procedure shown in Configuring the Detail Link - Scenario 1: Using New Data Map Object to Capture Customer Feedback. In the following procedure, you configure new business component user properties (rather than a new data map object) to capture customer feedback.

To configure the Detail link for Contacts in the Siebel Open UI application for Siebel Pharma

  1. Create a new Detail button control and drilldown in the Contact Form Applet in Siebel Tools:

    NOTE:  The Detail button must only be available in Siebel Open UI and should be disabled in High Interactivity applications. You can do this by using, for example, a standard applet user property where Name is set to CanInvokeMethod: ShowEdetailerPreviewView and Value is set to GetProfileAttr("IsOpenUI") = 1.

    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 Contact Form Applet.
    4. Create a new Detail button control:
      • In the Object Explorer, expand the Contact Form Applet, and then Control.
      • In the Controls list, create a new button control using values from the following table.
        Property
        Value

        Name

        EdetailerButton

        Caption

        Detail

        Method Invoked

        ShowEdetaillerPreviewView

        This method handles the related view navigation and data for the Detail link (eDetailer player). ShowEdetailerPreviewView is a new LS PCD Service for delivering personalized content in the Life Sciences industry. Note that if Siebel Tools does not display the Method Invoked in the list, then type it in manually.
    5. Define user properties for the Detail button:
      • In the Object Explorer, expand the Controls tree, and then click Business Component User Prop.
      • If you are invoking the business service method Named Method, then the user property value for Named Method is as follows:
        User Property Name
        Value

        Named Method 1

        "ShowEdetailerPreviewView", "INVOKESVC", "Pharma Professional Call", "LS PCD Service", "ShowEdetailerPreviewView", "DrilldownName", "Edetailer Drilldown", "CreateBookmark", "true", "'ObjectId'", "[Id]"
      • Create input arguments for Named Method with the values shown in the following table
        Property Name
        Value
        Purpose

        DrilldownName

        Edetailer Drilldown

        Navigates to the eDetailer player view.

        CreateBookmark

        TRUE

        Navigates back to the originating view (for example, Contact) when done showing the presentation.

        ObjectId

        Row Id of current record

        Used to log the response captured to the appropriate contact or account call.

    6. Add a new drilldown object for the Detail button control:
      • In the Object Explorer, expand the Contact Form Applet, and then Drilldown Object.
      • In the Drilldown Objects list, add a new drilldown object using values from the following table.
        Property
        Value

        Name

        Edetailer Drilldown

        View

        eDetailer Message Plan Preview View

        Hyperlink Field

        Last Name

        Source Field

        None

        Business Component

        LS Admin Messaging Plans BC

        To show only the messaging plans that are related to a particular object, then add a new drilldown object with the values shown in the following table.

        Property
        Value

        Name

        Edetailer Drilldown

        Hyperlink Field

        Name

        View

        eDetailer Message Plan Preview View

        Source Field

        Id

        Business Component

        LS Admin Messaging Plans BC

        Destination Field

        Product Id
  2. Add the Contact business component to the Admin Messaging Plan business object.
    1. In the Object Explorer, expand the Business Object tree, and then click Business Object Component.
    2. In the Business Object Component list, create new records with the values shown in the following table.
      Business Object Component
      Value

      Bus Comp

      Link

      Contact

      None
  3. Configure the business component user properties with the values shown in the following table for the eDetailer Feedback Capture VBC business component:
    Business Component User Property
    Value

    eDetailer Feedback Capture VBC|LS PCD Presentation Details BC FieldMap 1

    EndTime|Message End Time

    eDetailer Feedback Capture VBC|LS PCD Presentation Details BC FieldMap 2

    ItemName|Message

    eDetailer Feedback Capture VBC|LS PCD Presentation Details BC FieldMap 3

    MpiId|Message Id

    eDetailer Feedback Capture VBC|LS PCD Presentation Details BC FieldMap 4

    ParentMPId|Message Plan Id

    eDetailer Feedback Capture VBC|LS PCD Presentation Details BC FieldMap 5

    ParentMPName|Message Pla

    eDetailer Feedback Capture VBC|LS PCD Presentation Details BC FieldMap 6

    StartTime|Message Start Time

    eDetailer Feedback Capture VBC|LS PCD Presentation Details BC FieldMap 7

    Response|Respons

    SourceBC

    eDetailer Feedback Capture VBC

    DestinationBC

    LS PCD Presentation Details BC

      
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