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Displaying External Web Pages in Tabs

You can display Web content in a tab within Siebel CRM On Demand. The Web content can be external Web pages or company data available from the Web. For example, you might track inventory information in another Web application, which you want to make available to your service representatives when they are working in Siebel CRM On Demand. To address this requirement, you can create a custom Web tab to display your external Web application within the main content area of Siebel CRM On Demand.

You can also create custom Web applets to contain Web content. For information about custom Web applets and how they compare with custom Web tabs, see About Custom Web Applets.

To make a custom Web page visible, you must add the tab to the required user role using the Role Management Wizard.

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

Before you can display external information on a Siebel CRM On Demand page, you must ensure that:

  • Web services are enabled for your company
  • The external application has a Web interface
  • The external application or Web page does not require full control of the browser window

To display an external Web page in a tab

  1. In the upper-right corner of any page, click the Admin global link.
  2. Click the Application Customization link.
  3. In the Application Setup section, click the Custom Web Tabs link.
  4. On the Custom Tab List page, click New.
  5. On the Custom Web Tab page, fill in the required information.
    1. For 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 run-time, this parameter is replaced with the user ID of the user who is signed in.

    2. For Url, enter the URL that is invoked when the user clicks the hyperlink, such as www.oracle.com/siebel.

      You do not need to enter 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 tab.

      NOTE: Each browser has a maximum URL length. If you specify a URL that exceeds this length, users might see indeterminate behavior on the browser when they click the Web tab.

    3. (Optional). For Frame Height, enter a height in pixels for the frame in which the Web page is displayed.

      For Frame Width, enter a width in pixels for the frame in which the Web page is displayed.

      By default, the Web Page displays in the Tab detail page

  6. Click the lookup icon next to the Icon label, and select an icon from the window.
  7. Save the record.
  8. (Optional) To indicate that an updated name needs to be translated to other languages activated for your company, select the Mark for Translation check box.

    NOTE: If you want this updated name to appear in other activated languages, select the Mark for Translation check box. In the other languages (or when you choose another language from the Translation Language drop-down list on this page), the updated name appears in blue text with brackets until you manually enter the translated versions. This helps you track what terms need to be translated. If you do not select Mark for Translation, the previous display names remain, unaffected by the change you made here.

NOTE: After you add a custom Web page to the application, you need to make it available to the user role before users can see it. For instructions, see Adding Roles.


Published May 2008