Configuring Siebel Open UI > Customizing Styles, Applets, Fields, and Controls > Customizing Applets >
Customizing Applets to Capture Signatures from Desktop Applications
A signature capture is an electronic capture of a user signature. This topic describes how to customize applets to capture signatures for calls in Siebel Open UI. To customize applets to capture signatures for desktop applications
- Copy a signature form applet that comes predefined with Siebel Open UI:
- Open Siebel Tools.
For more information, see Using Siebel Tools.
- In the Object Explorer, click Applet.
- 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.
- Right-click the applet you located in Step c, and then click Copy Record.
- Add an _PUI suffix to the name. For example:
LS Pharma Call Signature Form Applet_PUI
- Add applet user properties:
- In the Object Explorer, expand the Applet tree, and then click Applet User Prop.
- In the Applet User Props list, add the following applet user properties.
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CanInvokeMethod: ClearSignature |
TRUE |
Signature Min Length
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5 |
- Add controls:
- In the Object Explorer, click Control.
- In the Controls list, add the following controls.
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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.
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Disclaimer Text |
Set the Read Only property to TRUE. |
Signature Header Text |
- Add an applet web template:
- In the Object Explorer, click Applet Web Template.
- In the Applet Web Templates list, right-click the Base applet web template, and then click Copy Record.
- Set the following properties.
- Modify the drilldown objects:
- In the Object Explorer, click Drilldown Object.
- In the Drilldown Objects list, modify the following value of the Hyperlink Field property of the Apply Drilldown and the Cancel Drilldown drilldown objects.
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Signature Header Text |
Address |
- Copy a predefined view:
- In the Object Explorer, click View.
- 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
- Right-click the view you located in Step b, and then click Copy Record.
- Add an _PUI suffix to the name. For example:
LS Pharma Call Signature Capture View_PUI
- Modify the view web template:
- In the Object Explorer, expand the View tree, expand the View Web Template tree, and then click View Web Template Item.
- In the View Web Template Items list, query the Name property for the following value:
LS Pharma Call Signature Form Applet
- Modify the following value of the Name property.
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LS Pharma Call Signature Form Applet |
LS Pharma Call Signature Form Applet_PUI |
- Modify the following value of the Applet Mode property.
- Modify a call form applet that comes predefined with Siebel Open UI:
- In the Object Explorer, click Applet.
- 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
- In the Object Explorer, expand the Applet tree, and then click Applet User Prop.
- In the Applet User Props list, add the following applet user property.
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Signature Applet NamePUI |
LS Pharma Call Signature Form Applet_PUI |
- In the Object Explorer, click Drilldown Object.
- In the Drilldown Objects list, query the Name property for Signature Capture Drilldown.
- Create a copy of this record, add the new drilldown to the record copy, and update the following field:
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Signature Capture DrillDownPUI |
LS Pharma Call Signature Capture View_PUI |
- Modify the screen:
- In the Object Explorer, click Screen.
- 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
- In the Object Explorer, expand the Screen tree, and then click Screen View.
- In the Screen Views list, query the Name property for the following value:
LS Pharma Call Signature Capture View
- Create a copy of the LS Pharma Call Signature Capture View, and update the following field:
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LS Pharma Call Signature Capture View |
LS Pharma Call Signature Capture View_PUI |
- Compile your modifications.
- Administer your customization:
- Log in to the client with administrative privileges.
- Navigate to the Administration - Application screen, and then the Views view.
- In the Views list, query the Name property for the following value:
LS Pharma Call Signature Capture View
- Make a note of the field values of the responsibility that the client displays in the Responsibilities list.
- In the Views list, add the following view.
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View Name |
LS Pharma Call Signature Capture View_PUI |
- In the Responsibilities list, add a responsibility. Use the same field values that you noted in Step d.
- Navigate to the Administration - Personalization screen, and then the Applets view.
- In the Applets list, add the following applet.
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Name |
LS Pharma Call Signature Form Applet_OUI |
- In the Rule Sets list, add the following rule set.
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Name |
Pharma Call Default |
Sequence |
1 |
Start Date |
Any date that has already occurred. For example, 01/01/2012. |
- Add the applet LS Pharma Call Signature Form Applet_PUI to the manifest administration as follows:
- Log in to the client with administrative privileges.
- Navigate to the Administration - Application screen, and then the Manifest Administration view.
- Under UI Objects, create a new record with the following values:
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N |
Applet |
Physical Renderer |
LS Pharma Call Signature Form Applet_PUI |
- Under Object Expression, add the following child applet for the record created in Step c.
- Under Files, set the following file values:
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N |
3rdParty/jquery.signaturepad.min.js |
- Test your modifications.
- Log in to the Siebel Open UI client (for example, Siebel Pharma application).
- Navigate to a contact call where you want to capture the signature.
- Click Sign to open the Signature Capture view.
- Verify that the Signature Capture view applet displays correctly - that is, according to the customizations detailed in this procedure.
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