1. Configuring Siebel Open UI Guide
  2. Customizing Applets to Capture Signatures from Desktop Applications

Customizing Applets to Capture Signatures from Desktop Applications

A signature capture is an electronic capture of a user signature. This topic describes how to customize applets to capture signatures for calls in Siebel Open UI.

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 desktop applications

  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 this example, locate the following applet:

      LS Pharma Call Signature Form Applet

    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 Call Signature Form Applet_PUI

  2. 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.

      Name Value

      CanInvokeMethod: ClearSignature

      TRUE

      Signature Min Length

      5

  3. 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.

      Signature Capture

      Set the following properties:

      • Set the Field property to Signature

      • Set the HTML Type property to InkData.

      Disclaimer Text

      Signature Header Text

      Set the Read Only property to TRUE

  4. Add an applet Web template:

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

    2. In the Applet Web Templates list, right-click the Base applet Web template, and then click Copy Record.

    3. Set the following properties.

      Property Value

      Name

      Edit

      Type

      Edit

  5. Modify the drilldown objects:

    1. In the Object Explorer, click Drilldown Object.

    2. In the Drilldown Objects list, modify the following value of the Hyperlink Field property of the Apply Drilldown and the Cancel Drilldown drilldown objects.

      Old Value New Value

      Signature Header Text

      Address

  6. Copy a predefined view:

    1. In the Object Explorer, click View.

    2. In the Views list, locate a view that includes a signature capture configuration.

      For this example, locate the following view:

      LS Pharma Call Signature Capture View

    3. Right-click the view you located in Step b, and then click Copy Record.

    4. Add an _PUI suffix to the name. For example:

      LS Pharma Call Signature Capture View_PUI

  7. Modify the view Web template:

    1. In the Object Explorer, expand the View tree, expand the View Web Template tree, and then click View Web Template Item.

    2. In the View Web Template Items list, query the Name property for the following value:

      LS Pharma Call Signature Form Applet

    3. Modify the following value of the Name property.

      Old Value New Value

      LS Pharma Call Signature Form Applet

      LS Pharma Call Signature Form Applet_PUI

    4. Modify the following value of the Applet Mode property.

      Old Value New Value

      Base

      Edit

  8. Modify a call form applet that comes predefined with Siebel Open UI:

    1. In the Object Explorer, click Applet.

    2. In the Applets list, locate an applet that includes a call form configuration.

      For this example, locate the following applet:

      Pharma Professional Call Form Applet

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

    4. In the Applet User Props list, add the following applet user property.

      Name Value

      Signature Applet NamePUI

      LS Pharma Call Signature Form Applet_PUI

    5. In the Object Explorer, click Drilldown Object.

    6. In the Drilldown Objects list, query the Name property for Signature Capture Drilldown.

    7. Create a copy of this record, add the new drilldown to the record copy, and update the following field:

      Name New Value

      Signature Capture DrillDownPUI

      LS Pharma Call Signature Capture View_PUI

  9. Modify the screen:

    1. In the Object Explorer, click Screen.

    2. In the Screens list, locate a screen that displays the signature form and call form applets.

      For this example, locate the following screen:

      LS Pharma Calls Screen

    3. In the Object Explorer, expand the Screen tree, and then click Screen View.

    4. In the Screen Views list, query the Name property for the following value:

      LS Pharma Call Signature Capture View

    5. Create a copy of the LS Pharma Call Signature Capture View, and update the following field:

      Old Value New Value

      LS Pharma Call Signature Capture View

      LS Pharma Call Signature Capture View_PUI

  10. Compile your modifications.

  11. Administer your customization:

    1. Log in to the client with administrative privileges.

    2. Navigate to the Administration - Application screen, and then the Views view.

    3. In the Views list, query the Name property for the following value:

      LS Pharma Call Signature Capture View

    4. Make a note of the field values of the responsibility that the client displays in the Responsibilities list.

    5. In the Views list, add the following view.

      Field Value

      View Name

      LS Pharma Call Signature Capture View_PUI

    6. In the Responsibilities list, add a responsibility. Use the same field values that you noted in Step c.

    7. Navigate to the Administration - Personalization screen, and then the Applets view.

    8. In the Applets list, add the following applet.

      Field Value

      Name

      LS Pharma Call Signature Form Applet_OUI

    9. In the Rule Sets list, add the following rule set.

      Field Value

      Name

      Pharma Call Default

      Sequence

      1

      Start Date

      Any date that has already occurred. For example, 01/01/2012.

  12. Add the applet LS Pharma Call 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

      LS Pharma Call 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

      Desktop

      1

    5. Under Files, set the following file values:

      Interactive Flag Name

      N

      3rdParty/jquery.signaturepad.min.js

  13. Test your modifications.

    1. Log in to the Siebel Open UI client (for example, Siebel Pharma application).

    2. Navigate to a contact call where you want to capture the signature.

    3. Click Sign to open the Signature Capture view.

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