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Creating Web Applets

A Custom Web applet is a custom section that appears on a Detail page for a record type that is used to embed external Web content.

When you create a Web applet you must add it to a page layout for that record type. For users to see that page layout, it must be assigned to an appropriate user role.

Before you begin. To perform this procedure, your role must include the Customize Application privilege.

To create a custom Web applet

  1. In the upper-right corner of any page, click the Admin global link.
  2. Click the Application Customization link.
  3. In the Record Types Setup section, click the link for the required record type.
  4. Select record type Web Applet.
  5. In the record type Applet list, click New.
  6. On the Web Applet page, fill in the required information, and click Save.

    Field

    Comments

    Name

    Enter a name.

    User Fields

    Select an option from the User Fields drop-down list to add user parameter fields to the URL 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 the URL, depending on where your cursor is positioned. At runtime, this parameter is replaced with the user ID of the user who is signed in.

    Record Type Fields

    Place your cursor in the URL where you want to add a parameter, and then select the field that 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, depending on where your cursor is positioned. At run-time, this parameter is replaced with the row ID of the current record.

    URL

    Enter the URL that is invoked when the user clicks the hyperlink, such as http://www.google.com.

    You must include the http:// part of the URL.

    You can also include context-sensitive parameters here by placing the cursor in the URL field, and then selecting the User 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 get indeterminate behavior from the browser when they click the Web applet tab.

    HTML Head Additions

    Enter any code that you want to append to the <head> section of the HTML code for the Detail page to which you add the Web applet.

    This field is used, for example, to embed JavaScript files in the Web page for functions that your company has created. These files can be referenced in code added to the Web Applet HTML field.

    You must be familiar with HTML coding before you edit this field.

    Web Applet HTML

     

     

    The URL that you enter is used in the src attribute of an <iframe> element within the HTML code of the Detail page to which you add the Web applet,

    Any code that you add to the Web Applet HTML field is added to the <iframe> element. You can include references to JavaScript files that you embed in the <head> section of the HTML.

    The referencing of JavaScript files supplied in CRM On Demand pages is not supported.

    You must be familiar with HTML coding before you edit this field.

To make the Web applet visible

  1. Navigate to the record type Application Customization page.
  2. In the Page Layout Management section, click the link for the record type Page Layout.
  3. In the record type Page Layout list, click New Layout or Edit.
  4. In Step 1 Layout Name, make sure the layout has a name, and if required, a description.
  5. In Step 4 Related Information:
    1. Move the new Custom Web applet from the Available Information list to the Displayed Information list.
    2. Use the up and down arrows next to Displayed Information to position the new custom Web applet as required.
    3. Click Finish to create the new layout.
  6. Add the page layout to user roles as required, see Adding Roles.


Published 05/11/2007