Configuring Siebel Open UI > Customizing Styles, Applets, Fields, and Controls > Customizing Applets >

Enabling Salutation Applets in Siebel Open UI


A salutation applet is a type of applet that Siebel CRM uses to display personal information that greets the user. For example, it can display the user name and indicate how much time has elapsed since the last time this user visited the site. Siebel Open UI does not come predefined to display the salutation applet. The example in this topic configures Siebel Call Center to display it. You copy the salutation applet that Siebel CRM comes predefined to use in a high interactivity client, and then configure an applet toggle to display the original applet or the applet copy, depending on if Siebel CRM displays the high interactivity client or the Siebel Open UI client. For more information about the salutation applet, see Siebel Personalization Administration Guide.

To enable salutation applets in Siebel Open UI

  1. Create a calculated field:
    1. Open Siebel Tools.

      For more information, see Using Siebel Tools.

    2. In the Object Explorer, click Business Component.
    3. In the Business Components list, locate the following business component:

    Salutation (eApps)

    Note that you must use quotes to enclose the name of any object that includes special characters when you enter this name in the Object List Editor. Parentheses are special characters.

    1. In the Object Explorer, expand the Business Component tree, and then click Field.
    2. In the Fields list, add a new record. Use values from the following table.
      Property
      Value

      Name

      IsOpenUI

      Calculated

      True

      Calculated Value

      GetProfileAttr("IsOpenUI")

      Force Active

      True

  2. Create a salutation applet that Siebel CRM can display in the Siebel Open UI client:
    1. In the Object Explorer, click Applet.
    2. In the Applets list, locate the following applet:

    Salutation Applet (WCC Home)

    Siebel CRM displays this salutation applet on the homepage of a high interactivity client for Siebel Call Center. Your Siebel application might use a different applet.

    1. Copy the applet that you located in Step b, and then set the following properties of this copy.
      Property
      Value

      Name

      Salutation Applet (WCC Home) - OUI

      Class

      CSSFrameList

    2. In the Object Explorer, expand the Applet tree, and then click List.
    3. In the Lists list, add a list. Use values from the following table.
      Property
      Value

      Name

      List

    4. In the Object Explorer, expand the List tree, and then click List Column.
    5. In the List Columns list, add a new record. Use values from the following table.
      Property
      Value

      Name

      Result Text

      Field

      Result Text

    6. In the Object Explorer, click Applet Web Template.
    7. In the Applet Web Templates list, choose the Base applet web template.
    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 a new record. Use values from the following table.
      Property
      Value

      Name

      Result Text

      Field

      Result Text

      Item Identifier

      501

  3. Create the applet toggle that Siebel CRM uses to toggle display of the salutation applet between a high interactivity client and a Siebel Open UI client:
    1. In the Applets list, locate the following applet:

    Salutation Applet (WCC Home)

    1. In the Object Explorer, in the Applet tree, click Applet Toggle.

      You must expose the applet toggle object type. For more information, see Preparing Siebel Tools to Customize Siebel Open UI.

    2. In the Applet Toggles list, add a new record. Use values from the following table.
      Property
      Value

      Applet

      Salutation Applet (WCC Home) - OUI

      Auto Toggle Field

      IsOpenUI

      Auto Toggle Value

      1

  4. Configure the manifest. For more information about how to do this step, see Configuring Manifests:
    1. Log in to a Siebel client with administrative privileges.
    2. Navigate to the Administration - Application screen, and then the Manifest Files view.

      Add the following file:

    custom/SalutationPR.js

    1. Navigate to the Manifest Administration view.
    2. In the UI Objects list, specify the following object.
      Field
      Value

      Type

      Applet

      Usage Type

      Physical Renderer

      Name

      Salutation Applet (WCC Home) - OUI

    3. In the Object Expression list, add the following subexpression.
      Field
      Value

      Group Name

      Leave empty.

      Expression

      Desktop

      Level

      1

      Operator

      Leave empty.

      Web Template Name

      Leave empty.

    4. In the Files list, click Add.
    5. In the Files dialog box, click Query.
    6. In the Name field, enter the following path and file name:

    custom/SalutationPR.js

    1. Click Go.
  5. Modify the style that Siebel CRM uses to display the salutation applet in the Siebel Open UI client:
    1. Use a CSS editor to open the style sheet that Siebel Open UI uses to display the theme that your Siebel application uses.
    2. Add the following code:

    .salutation-pr-applet {
      min-height:30px;
      margin-top:15px;
      margin-left:20px;
    }
    .salutation-pr-title {
      float:left;
      font-size:1.3em;
      margin-right:40px;
      font-weight:bold;
      color:#777;
    }
    .salutation-pr-salutation {
      top: 2px;
      position: relative;
    }

  6. Test your work:
    1. Log in to the Siebel Open UI client.
    2. Make sure this the client displays the salutation applet, and that this applet includes your personalization information.
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