Roadmap for Customizing Siebel Open UI

You do the following tasks to customize Siebel Open UI:

1. "Process of Customizing the Presentation Model"

2. "Process of Customizing the Physical Renderer"

3. "Process of Customizing the Plug-in Wrapper"

4. "Configuring the Manifest for the Recycle Bin Example"

5. "Configuring the Manifest for the Color Box Example"

6. "Testing Your Modifications"

You can use this sequence as a general guideline to create your own customizations. To summarize, you do the following work:

• Modify a presentation model. You customize the presentation model that implements the recycle bin that contains the records that a user deletes in a view. You add a Select list column and modify the Delete button so that the user can choose more than one record, and then delete them from the server database. You configure Siebel Open UI to do a local backup on the client of the chosen records. This configuration requires you to modify the metadata that Siebel Open UI uses in the client and to modify client behavior. It does not require you to modify rendering. So, you only modify the presentation model. You do not modify the physical renderer to implement this part of the example.

• Modify a physical renderer. You customize a physical renderer for a third-party carousel control that displays the recycle bin contents and that allows the user to restore deleted records. You modify the physical renderer so that Siebel Open UI displays a local back up copy of the deleted records in a carousel control, and then allows the user to choose and restore each of these records. This configuration modifies the physical representation of the records so that Siebel Open UI displays them in a modified grid. It also modifies the physical interactivity that allows the user to choose records in the carousel.

• Modify a plug-in wrapper. You customize a specific control by writing a plug-in wrapper (CW) or plugin wrapper (PW). In this example, if the customization is on the Opportunity List applet, a custom PW will be written for the probability field which will add a colorbox to the field, which will then change colors based on the value in the probability field. Also, clicking on the box will open a legend that explains the colors.

For background information about the architecture that this example uses, see "Stack That Siebel Open UI Uses to Render Objects" and "Life Cycle of User Interface Elements".