Siebel Life Sciences Guide > Completing Contact and Account Call Activities > Configuring Signature Capture >

Configuring the Signature Applet in Siebel Open UI

The following procedure provides one example of how to configure signature capture in Siebel Open UI. The example describes how to configure the Signature applet in Siebel Open UI.

To configure the Signature applet in Siebel Open UI

1. Copy a signature form applet that comes predefined with Siebel Open UI:
   1. Open Siebel Tools.

      For more information, see Using Siebel Tools.

   2. In the Object Explorer, click Applet.
   3. In the Applets list, locate an applet that includes a signature capture configuration.

      For example, locate the following applet: LS Pharma Signature Capture Form Applet.

      This example uses Siebel Pharma as an example. You can modify the objects for your Siebel application, as necessary.

   4. Right-click the applet you located in Step c, and then click Copy Record.
   5. Add an _PUI suffix to the name. For example:

   LS Pharma Signature Capture Form Applet_PUI

   6. 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.

        Name	Value
        CanInvokeMethod: ClearSignature	TRUE
        Signature Min Length	5

   7. Update the existing control properties:
      • In the Object Explorer, click Control.
      • In the Controls list, update the following controls.

        Name	Description
        Clear Signature	Set the MethodInvoked property to ClearSignature.
        Signature Capture	Set the following properties: Set the Field property to Signature. Set the HTML Type property to InkData. Set the Field Type property to BC Field.
        Disclaimer Text	Set the Read Only property to TRUE.

   8. 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.

        Property	Value
        Name	Edit
        Type	Edit

   9. Compile LS Pharma Signature Capture Form Applet_PUI.
2. Add the LS Pharma Signature Capture Form Applet_PUI to the LS Pharma Location Audit Signature Capture View:
   1. Go to the LS Pharma Location Audit Signature Capture View in Siebel Tools and lock the object.
   2. Right click the object and select Edit Web Layout.
   3. Go to the Signature applet.
   4. Drag and drop the LS Pharma Signature Capture Form Applet_PUI in the empty template below the Signature applet.
   5. Go to the Web Template Item view, query for the LS Pharma Signature Capture Form Applet_PUI, and then change the Applet Mode to Edit
   6. Compile the LS Pharma Location Audit Signature Capture View.
3. Add the applet LS Pharma Signature Capture Form Applet_PUI to the manifest administration:
   1. Log in to the client with administrative privileges.
   2. Navigate to the Administration - Application screen, and then the Manifest Administration view.
   3. Under UI Objects, create a new record with the following values:

      Interactive Flag	Type	Usage Type	Name
      N	Applet	Physical Renderer	LS Pharma Signature Capture Form Applet_PUI

   4. Under Object Expression, add the following child applet for the record created in Step c.

      Interactive Flag	Expression	Level
      N	Desktop	1

   5. Under Files, set the following file values:

      Interactive Flag	Name
      N	3rdParty/jquery.signaturepad.min.js

   6. Navigate to the Administration - Personalization - Applets view.
   7. Query for and select the LS Pharma Signature Capture Form Applet and set following values:

      Field	Value
      Start Date	NULL
      End Date	NULL
      Conditional Expression	GetProfileAttr("IsOpenUI") < 1 OR GetProfileAttr("IsOpenUI") IS NULL

   8. Create a copy of the LS Pharma Signature Capture Form Applet and name it LS Pharma Signature Capture Form Applet_PUI.
   9. Set the following values for the LS Pharma Signature Capture Form Applet_PUI:

      Field	Value
      Start Date	NULL
      End Date	NULL
      Conditional Expression	GetProfileAttr("IsOpenUI") > 0