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

Displaying Applets Differently According to the Applet Mode

This topic describes how to configure Siebel Open UI to display applets differently according to the applet mode. It includes the following topics:

• Configuring Siebel Open UI to Use Different Web Templates According to the Applet Mode
• Configuring Siebel Open UI to Use Different Physical Renderers and Presentation Models According to the Applet Mode

The applet mode is a type of behavior of an applet Web template that determines whether or not the user can or cannot create, edit, query, or delete Siebel CRM records in an applet. Edit, Edit List, Base, New, and Query are examples of applet modes. This topic describes how to modify the presentation model, or to modify the physical render and Web templates, to set the applet mode for an applet.

You can use a Web template to modify the physical layout of objects in the client that the Siebel Server renders as containers, such as the markup for an applet container. You can also use a physical renderer to modify how the client renders objects in the client, for example, to modify the markup that it uses to display a grid, menu, or tab.

For more information about applet modes and how to configure them in Siebel Tools, see the topic that describes how to control how the user creates, edits, queries, and deletes CRM data in Configuring Siebel Business Applications.

The example in this topic configures Siebel Open UI to display the same applet differently according to the following responsibility that Siebel CRM assigns to the current user:

• Display the applet as an editable list for the CEO.
• Display the applet as an editable grid for a Business Analyst.

To implement this example, you configure Siebel Open UI to use more than one Web template, where each of these Web templates reference a different ODH:

• You use the predefined Applet List (Base/EditList) Web template that references the CCAppletList_B_EL Web template. This template uses an editable list layout.
• You add a new Edit Grid List Web template. This template uses an editable grid layout.

You configure manifest expressions to determine the Web template that Siebel Open UI uses according to the user who is currently using the client.

This example configures the Contact List Applet to include the following applet Web templates:

• Edit List applet Web template that runs in edit list mode and uses the Applet List(Base/EditList) Web template.
• Edit Grid List applet Web template that runs in edit list mode and uses the Applet List Web template.

To configure Siebel Open UI to use different Web templates according to the applet mode

1. Examine the predefined Web template that this example uses:
   1. Open Siebel Tools.

      For more information, see Using Siebel Tools.

   2. In the Object Explorer, click Web Template.
   3. In the Web Templates list, query the Name property for the following value:

   "Applet List (Base/EditList)"

   4. In the Object Explorer, select the Web Template, and then click Web Template File.
   5. Notice the value that the Filename property contains.

      This example uses the predefined Applet List (Base/EditList) Web template to display the applet in a list layout that the user can edit. This Web template uses the CCAppletList_B_EL Web template to display this layout. It is not necessary to modify this Web template for this example.

2. Add a custom Web template:
   1. In the Object Explorer, click Web Template.
   2. In the Web Templates list, add the following Web template.

      Property	Value
      Name	Edit Grid List

   3. In the Object Explorer, click Web Template File.
   4. In the Web Template Files list, add the following Web template file.

      Property	Value
      Name	Edit Grid List
      Filename	Specify the file that Siebel Open UI must use to display this applet in a grid layout that the user can edit. For example: EditGridList

3. Modify the applet:
   1. Do Step 1, but also add the following applet Web template to the Contact List Applet.

      Property	Value
      Name	Edit Grid List
      Web Template	Edit Grid List You specify the Web template that you added in Step 1.
      Type	Edit List

   2. Compile your modifications.
4. Configure the manifest:
   1. Log in to a Siebel client with administrative privileges.
   2. Navigate to the Administration - Application screen, and then the Manifest Expressions view.

      For more information about the screens that you use in this step, see Configuring Manifests.

   3. In the Expressions list, add the following expressions.

      Name	Expression
      Exp_User 1	GetProfileAttr("Primary Responsibility Name") = "Admin"
      Exp_User 2	GetProfileAttr("Primary Responsibility Name") = "CEO"

      For more information, see GetProfileAttr Method.

   4. Navigate to the Manifest Administration view.
   5. In the UI Objects list, specify the following applet.

      Field	Value
      Type	Applet
      Usage Type	Web Template
      Name	Contact List Applet

   6. In the Object Expression list, add expressions until this list resembles the following configuration.
      

      Note the following:

      • You specify the same name that you examined in Step 1 for the Web Template Name for user 1.
      • You specify the same name that you added in Step 2. For the Web Template Name for the user 2.
      • You specify the expressions that you added in Step c. These expressions configure Siebel Open UI to display an edit list for a user who possesses the CEO responsibility, and a grid for a user who possesses the Business Analyst responsibility.
      • If the Usage Type is Web Template, then you do not specify any files in the Files list.
5. Test your modifications:
   1. Log in to the client as a user that Siebel CRM associates with the CEO responsibility, and then make sure Siebel Open UI uses the Edit List Web template to display the applet as a list.
   2. Log out of the client, log back in to the client as a user that Siebel CRM associates with the Business Analyst responsibility, and then make sure Siebel Open UI uses the Edit Grid List Web template to display the applet as a grid.

The example in this topic configures Siebel Open UI to download different presentation models and physical renderers depending on the following mode that the Contact List Applet must use:

• Edit List mode. Download a file named list_PM.js for the custom presentation model and a file named list_PR.js for the custom physical renderer.
• New mode. Download a file named new_PM.js for the custom presentation model and a file named new_PR.js for the custom physical renderer.

You can use any name for your custom presentation models and physical renderers.

To configure Siebel Open UI to use different physical renderers and presentation models according to the applet mode

1. Customize your presentation models and physical renderers.

   In this example, assume you customized the following files:

   • list_PM.js
   • list_PR.js
   • new_PM.js
   • new_PR.js
2. Add your custom presentation models and physical renderers to the manifest:
   1. Log in to the client with administrative privileges.
   2. Navigate to the Administration - Application screen, and then the Manifest Files view.

      For more information about the screens that you use in this step, see Configuring Manifests.

   3. In the Files list, add the following files that you customized in Step 1.

      Field	Value
      Name	siebel/custom/list_PM.js
      Name	siebel/custom/list_PR.js
      Name	siebel/custom/new_PM.js
      Name	siebel/custom/new_PR.js

3. Configure the manifest for Edit List mode:
   1. Navigate to the Manifest Administration view.
   2. In the UI Objects list, specify the following applet.

      Field	Value
      Type	Applet
      Usage Type	Presentation Model
      Name	Contact List Applet

   3. In the Object Expression list, add the following expression.

      Field	Value
      Expression	EditList
      Level	1

   4. In the Files list, add the following file:

   siebel/custom/list_PM.js

   Siebel Open UI uses the file that you specify for the presentation model that it uses to display the Contact List Applet in Edit List mode.

   5. In the UI Objects list, specify the following applet.

      Field	Value
      Type	Applet
      Usage Type	Physical Renderer
      Name	Contact List Applet

   6. In the Object Expression list, add the following expression.

      Field	Value
      Expression	EditList
      Level	1

   7. In the Files list, add the following file:

   siebel/custom/list_PR.js

   Siebel Open UI uses the file that you specify for the physical renderer that it uses to display the Contact List Applet in Edit List mode.

4. Configure the manifest for New mode:
   1. In the UI Objects list, specify the following applet.

      Field	Value
      Type	Applet
      Usage Type	Presentation Model
      Name	Contact List Applet

   2. In the Object Expression list, add the following expression.

      Field	Value
      Expression	New
      Level	1

   3. In the Files list, add the following file:

   siebel/custom/new_PM.js

   Siebel Open UI uses the file that you specify for the presentation model that it uses to display the Contact List Applet in New mode.

   4. In the UI Objects list, specify the following applet.

      Field	Value
      Type	Applet
      Usage Type	Physical Renderer
      Name	Contact List Applet

   5. In the Object Expression list, add the following expression.

      Field	Value
      Expression	New
      Level	1

   6. In the Files list, add the following file:

   siebel/custom/new_PR.js

   Siebel Open UI uses the file that you specify for the physical renderer that it uses to display the Contact List Applet in New mode.

5. Test your modifications.