Setting Up Web Links
A Web link is a custom field that allows you to place a hyperlink to an external Web site or Web-based application in a record in Siebel CRM On Demand. You can use a Web link custom field to provide a convenient way for users to navigate to another Web page, including another page in Siebel CRM On Demand. You can create Web link custom fields for any record type. As with other custom fields, you must add Web Link fields to your record page layouts to make them visible to your users.
You can configure a Web link to simply open another Web site. You can also configure the Web link to pass specific information from the Siebel CRM On Demand record as a parameter in the URL. For example, you might create a Web link field to pass address information from an account record to a Web site that provides address-specific maps. Then, when the user clicks the Web link on the account record, a map for your account location is opened.
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Before you begin. To configure Web Link fields, you must be familiar with the syntax of the target URL.
To set up the Web link
- In the upper-right corner of any page, click the Admin global link.
- Click the Application Customization link.
- In the Record Types Setup section, click the link for the required record type.
- In the Field Management section, click record type Field Setup.
- On the Fields page, click the Edit Web Link link for the custom field.
- On the Edit Web Link page, fill in the information in this recommended sequence:
- For Field Display Name, select how you want the system to behave when a user clicks the hyperlink:
- Open in Current window. Opens the hyperlinked page in the current window, replacing the current Siebel CRM On Demand session.
- Open in Custom Web Tab. Opens the hyperlinked page in a custom Web tab.
- Open in New window. Opens the hyperlinked page in a new window, leaving the current Siebel CRM On Demand window unchanged.
- For Target Custom Web Tab, select a Web tab, if required.
- For Url, enter the URL that is invoked when the user clicks the hyperlink, such as www.oracle.com/siebel.
You can also include context-sensitive parameters here by placing the cursor in the URL field and then selecting the User Fields or (Record Type) Fields drop-down list. This places a field parameter in the URL (designated by %%%fieldname%%%) which is replaced by the field value based on the current record when the user clicks the value.
If you do not specify any URL, the user is directed to a void URL when clicking the link.
NOTE: Each browser has a maximum URL length. If you specify a URL that exceeds this length, users may see indeterminate behavior on the browser when they click the Web link.
- For Display Text, enter the label (display name) for the hyperlink, which the user sees in the layout.
Example: Click Here for Stock Ticker (underlined).
You can also include context-sensitive parameters in the Display Text field by placing the cursor in the Display Text field and then selecting the User Fields or (Record Type) Fields drop-down list. This places a field parameter in the Display Text field (designated by %%%fieldname%%%) which is replaced by the field value based on the current record.
NOTE: If your display text is too long to fit in the layout, it will be concatenated. Also, the information for any variables is added at runtime.
- For User fields, select an option from the User Fields drop-down list to add user parameter fields to the URL field or Display Text field at the current position of the cursor.
For example, if you choose User id from the drop-down list, %%%User id%%% is inserted into either the URL or the Display Text, depending on where your cursor is positioned. At run-time, this parameter is replaced with the user ID of the user who is logged in.
- For Record Type Fields, place your cursor in the URL or Display Text field where you want to add a parameter, and then select the field you want to include from the drop-down list.
For example, if you select the field Row id, %%%Row id%%% is inserted into either the URL or the Display Text, depending on where your cursor is positioned. At run-time, this parameter is replaced with the row ID of the current record.
NOTE: Record Type refers to the record type where you add the Web link custom field. For example, if you are editing a Web link for a contact record, this field appears as the Contacts Fields drop-down list.
- Click Save.
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