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Creating Web Applets

You can embed external Web content by creating a custom Web applet that appears on a Homepage or the Detail page for a record type.

When you create a Web applet, you must add it to the page layout for the Homepage or Detail page. 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 and Manage Custom Web Applets privileges.

To create a new 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, complete the following fields.

    Field

    Comments

    Name

    Enter a name.

    Location

    Select Homepage or Detail Page, depending on whether the external content is to appear on a homepage or on the Detail page.

Next, complete the fields according to the type of applet you require, as described in Creating Custom Web Applets.

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 May 2008