Wednesday, 29 October 2014

Open UI - Free Address Auto complete powered by Google API

If you are looking for a free address auto complete for your Open UI users, here is the solution. I am sure, this will compete with other paid services like Experian (QAS), Informatics etc for Address verification and validation services.

Present scenario:
Users manually enter address info, leading to inconsistent/incorrect data on the system.

With Autocomplete API integrated:
Users just need to search for the address and select it. System will do the rest - it will copy the standard address info from Google and auto-populates the address fields on Siebel.

Demo first.


High level technical flow:

Friday, 24 October 2014

Google map integration with Open UI – route planning based on sales reps calendar!

Hi All,

I would love to update more often on my blog but unfortunately, my work load is pulling me back. While I was hiding from my blogging, was busy improvising our sales reps day to day operations by means of integrating their visits with Google optimized route planning.

Before you can understand the subsequent content of my blog, you need to understand the google map API itself. I am not going to go into that but provide you the link to explore your self.  So, click on the image below and explore the Google map API.
image

Ok demo first. Please watch below video for an insight as to what I will be talking next.






The business scenario goes like this. As soon as your sales rep logs onto Open UI, he will be shown with his current appointments in the calendar applet and the corresponding locations are plotted on the map along with full direction details at the bottom of the screen.

How to go about it? (High level)

Friday, 12 September 2014

Open UI – Common look and feel issues and work-around

It’s been a while I updated my blog. Got bit busy with Open UI rollout in my company. Through the journey, encountered some common problems for which you might as well be looking for solutions. Here are few to share with you.

  1. iHelp error due to SI Applet
  2. Salutation error due to SI Applet
  3. Applets not contained within the boundaries of the screen – especially views like Account Summary -containing 50-50 split for applets
  4. On Home pages having Search, Add and Go the labels being wrapped to next line.
  5. varying Row Height on list applets containing columns with multi line texts
  6. Anchor tags not coming with underline and default blue colour
  7. Some large form applets not fitting within the screen and seem like cropped
  8. Let’s go through the workarounds for above now.

1) iHelp error due to SI Applet

Before:

image

After:
image

Please check my previous blog to remove iHelp error here.

2) Salutation error due to SI Applet

Before:

image

After:

image

Please check my previous blog to fix salutation error here.

3) Applets not contained within the boundaries of the screen

Before:

Navigation: Sales Sample –> Account –> Account Summary – Prepaid. You can see below the Installed Assets and Current Balance taking almost 80% of the screen. If you add/remove columns displayed, you can see the list applet and the full left side of the stack growing/shrinking.

image

After: You can see now it is 50-50 proper split. Even if you add/remove columns the split won’t alter.

image

So the fix – unfortunately, this one goes into swt files. The view is: SIS OM Customer Account Portal View – Prepaid. The web template associated to this view is: CCViewParentMultiChildWithTabs.swt. This is the template we need to alter. Make sure you copy the file from /WEBTEMPL/OUIWEBTEMPL to /WEBTEMPL/OUIWEBTEMPL/custom. Now open the web template and you should find a structure somewhat like below. 

<table datatable="0" summary="" bgcolor="#ffffff" width="100%" border="0" cellspacing="1" cellpadding="3">
    <tr valign="top">
        <td colspan="3">
            swe goes here
        </td>
    </tr>

    <tr valign="top">
        <td width="50%">
            swe for three left side applets go here
        </td>

        <td width="50%">
            swe for three right side applets go here
        </td>
    </tr>
</table>


The trick here is to set the css styling to have table-layout:fixed for the table that shows applets in 50-50 split. Since in this case within <table> tag, we have two <tr> we need to have split into two tables for it to make it work. Somewhat like below,

<table datatable="0" summary="" bgcolor="#ffffff" border="0" cellspacing="1" cellpadding="3" style="width:100%;table-layout:fixed">
    <tr valign="top">
        <td colspan="3">
            swe goes here
        </td>
    </tr>
</table>
<table datatable="0" summary="" bgcolor="#ffffff" border="0" cellspacing="1" cellpadding="3" style="width:100%;table-layout:fixed"> 
    <tr valign="top">
        <td width="50%">
            swe for three left side applets go here
        </td>

        <td width="50%">
            swe for three right side applets go here
        </td>
    </tr>

</table>

After the changes the file should look like this -  CCViewParentMultiChildWithTabs.swt

4) On Home pages having Search, Add and Go the labels being wrapped to next line

Before: On Contact Home, we got Add and Go. The labels are shown with text wrapping. Looks bit odd.

image                                      

After: It looks much nicer.

image

You can see this even on form applets too.

Above is a simple fix by adding a custom css on your theme and add below line and link to your theme.
.siebui-form-label {
        white-space: nowrap; 
}

5) Varying Row Height on list applets containing columns with multi line texts

Before: If you have fields which run multilines like Address, Notes etc, you see the row height varying accordingly to number of lines.

image

After: Now you can see all rows in your list applet of same height.

image

Again simple fix using css as below.
.ui-jqgrid tr.ui-row-ltr td {
    height: 20px;
    padding: 0;
    text-overflow: ellipsis;
    white-space: nowrap; /* This is what is fixing it*/
} 
7) Some large form applets not fitting within the screen and seem like cropped
Before: You can see Logistics Information form applet, a full column of fields missing on the right (you can’t seven see them) While, we are redesigning the layout to fit whole content within 50% of  the space. A quick workaround is to enable horizontal scrolling.
image

After: Adding horizontal scroll. Users can scroll right to see the remaining fields. Not very user friendly, but still works1

image

Again a simple css fix,
div.siebui-collapsible-applet {
    overflow-x: auto;
}

Developers are working to fix the form applet layout individually where they are getting cropped. Hard work han? No workaround as of now other than horizontal scrollbar.

All in all, overall Open UI out of the box theme is coming along nicely with not many burning issues open. I will update with more findings shortly.  Till then take care.

Cheers,
Shiv

Saturday, 16 August 2014

Oracle Siebel CX Channel on youtube by Oracle!

A quick note to all Open UI lovers. Oracle has added a new channel last month called Oracle Siebel CX.

Check out the youtube channel here. Subscribe yourself for more videos from Oracle in Open UI area!

I have added below some useful videos from that channel.

1) Siebel Product Innovations



2) Innovations How to change user experience with Siebel Open UI



Thursday, 14 August 2014

Open UI - existing browser scripts might cause nightmare

In my company, we are aiming to go-live with Open UI in 3 months time. So, we enabled Open UI and ran a round of regression tests. In round one – we got around 300+ defects logged! with testing still going on.

On close observation, many areas the functionality was broken due to existing browser scripts at various Applet and BC level. I thought of writing a quick note to you guys as to how to go about tackling these. Of course there are various other reasons for your broken functionality which I won’t be covering here.

Step 1: Identifying the objects where browser scripts are present.
The tedious way would be to do a repository flat search to identify the objects having browser scripts and reviewing one by one. I found a very easy way to identify – output of GenB script. If you go into your web server or client /PUBLIC/ENU/srf****/bscripts/all. You will find all the browser script details here. 

image

Step 1: Reviewing existing browser scripts

Thursday, 31 July 2014

Open UI Customization - HI Salutation Applet - Resolved!

Somehow my original post on this subject got overwritten with my latest one on iHelp, hence had to rewrite it.
Since the Salutation Applet is High Interactivity based, Open UI framework doesn’t recognize it (you can’t configure PM and PR), instead of Welcome message, you see an error message somewhat like below.
image

As you know Open UI doesn’t support any of the SI (Standard Interactivity) based applets. I looked around for solutions and found this blog on Oracle community here. The solution provided on the community was srf and js based, which I didn’t like. I found a pure client side JS based solution which will replace this ugly error with a nice welcome message somewhat like below,(Note: in place of present date, I am displaying Last Login Date Time)

image

Since there is no control on SI based applet in Open UI framework, you will have to go one level above – yes at View PR to find the placeholder for current Salutation applet and replace it with your message. Note that if you have any personalization rules – you need to consider them as well here in your own code.

So, let’s look at the high level steps:

Wednesday, 30 July 2014

Open UI Customization - iHelp error - get rid of it!

In my previous blog, I explained how to get Home page Salutation HI Error sorted out with more meaningful information. If you haven’t see it then, check it out here.

Extending it further, on all Home Pages (viz. Account Home, Opportunity Home, Activity etc)you see this HI Error message in place of iHelp.
image

As you know Open UI doesn’t support any of the SI (Standard Interactivity) based HI applets. Until Oracle comes up with a fix for iHelp or you are one of those organizations who doesn’t use iHelp then, you can use below approach to get rid of that section at client side.

After the change this is how it would look like,
image

Again, So I thought of finding my way – without srf – pure js based one. All I am doing is finding the container for iHelp and removing it from DOM.