Customizing Applets to Capture Signatures for Siebel Mobile Applications

A signature capture is an electronic capture of a user signature. This topic describes how to customize applets to capture signatures in Siebel Mobile applications.

Note: This task uses Siebel Pharma as an example, but the procedure is similar when modifying a different application. For more information about migrating signatures from High Interactivity to Siebel Open UI, see the topic about configuring the digital migration service for signatures and the topic about rendering signatures in the user interface in Siebel Life Sciences Guide.

To customize applets to capture signatures for Siebel Mobile applications

1. Create a new business component and add a new field.

   1. Create a new Signature business component with the values shown in the following table.

      Property	Value
      Name	Signature BC
      Class	CSSBCBase

   2. Create a new Signature business component field with the values shown in the following table.

      Property	Value
      Name	Signature
      Type	DTYPE_NOTE
      Text Length	16,383
      Force Activation	Selected

2. Create a new Form Applet with the values shown in the following table, adding an _PUI suffix to the name.

   Name	Class	Business Component
   Signature Form Applet_PUI	CSSFrameBase	Signature BC

3. Add applet user properties:

   1. In the Object Explorer, expand the Applet tree, and then click Applet User Prop.

   2. In the Applet User Props list, add the following applet user properties as required.

      Name	Value
      CanInvokeMethod: ClearSignature	TRUE
      Parent BC Name, for example: For Siebel Pharma, Parent BC Name is: Parent BC Name: Pharma Professional Call - Mobile For Siebel Service, Parent BC Name is: Parent BC Name: Action	For example: Pharma Professional Call - Mobile Action
      Signature Field	Signature
      Signature Length	1600
      Signature Min Length	5
      Use Apply Drilldown	Y
      Use Cancel Drilldown	Y

4. Add controls:

   1. In the Object Explorer, click Control.

   2. In the Controls list, add the following controls.

      Name	Description
      Clear Signature	Set the MethodInvoked property to ClearSignature.
      Address	Set the Field property to Address. Note: You can create other fields such as Contact First Name in addition to the Address field as required.
      Signature Capture	Set the following properties: Set the Field property to Signature. Set the HTML Type property to InkData.
      Apply Signature	Set the MethodInvoked property to ApplySignature.
      Cancel Signature	Set the MethodInvoked property to CancelSignature.

5. Add an applet Web template:

   1. In the Object Explorer, click Applet Web Template.

   2. In the Applet Web Templates list, right-click and select new record.

   3. Set the following properties.

      Property	Value
      Name	Edit
      Type	Edit
      Web Template	SIA Applet Form Grid Layout - No Menu_OUI

6. Create the following new drilldown objects:

   1. In the Object Explorer, click Drilldown Object.

   2. In the Drilldown Objects list, configure the values shown in the following table as required for the Apply Drilldown and the Cancel Drilldown drilldown objects.

      Note: The values shown in the following table (for View, Business Component, and so on) are examples only - you can choose a different view and business component as required.

      Name	Hyperlink Field	View	Source Field	Business Component	Destination Field
      Apply Drilldown	Address	LS Pharma Professional Call Execute View - Mobile	Activity Id	Pharma Professional Call - Mobile	Id
      Cancel Drilldown	Address	LS Pharma Professional Call Execute View - Mobile	Activity Id	Pharma Professional Call - Mobile	Id

7. Expose the Controls in the Applet Web Template item as follows:

   1. In the Object Explorer, click Applet.

   2. Select Applet "Signature Form Applet_PUI", then right-click and select Edit Web Layout.

   3. Select Edit mode.

   4. Select and move the Signature field and the Apply Signature, Cancel Signature, and Clear Signature buttons on the Web Layout.

8. Compile your modifications.

9. Add the applet Signature Form Applet_PUI to the manifest administration as follows:

   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	Signature Form Applet_PUI

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

      Interactive Flag	Expression	Level
      N	<Empty>	2
      N	Mobile	1

   5. Under Files, set the following file values:

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

   6. Under UI Objects, create a new record with the following values:

      Interactive Flag	Type	Usage Type	Name
      N	Applet	Presentation Model	Signature Form Applet_PUI

   7. Under Object Expression, add the following child applet for the record created in step f.

      Interactive Flag	Expression	Level
      N	Mobile	1

   8. Under Files, set the following file values:

      Interactive Flag	Name
      N	siebel/signviewpm.js

10. Test your modifications.

    1. Log in to the Siebel Open UI client.

    2. Navigate to a view where the Signature Form Applet_PUI is exposed.

    3. Verify that the Signature Capture view applet displays correctly - that is, according to the customizations detailed in this procedure.