Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Creating Custom Web Applets

You can create three types of custom Web applets and add them to the following places in the application:

  • For global Web applets:
    • The Action bar
    • My Homepage
  • For record type Web applets:
    • The homepage
    • The Detail page

The following sections describe how to create the different types of custom Web applet.

Creating an RSS Feed applet

Create this type of applet for RSS feeds that you want to embed in the application.

You should configure RSS feed applets for content that is relevant to user roles. You can make RSS feed applets configurable by users, but it is recommended that you only make a small number of applets configurable.

If you add an RSS Feed applet to the Action bar, and make the records available in a custom Web Tab, it makes the feeds easier to read for users because they do not have to navigate to a different page.

To create an RSS feed applet

On the Web Applet page, complete the following fields and click Save.

Field

Comments

Type

Select Feed.

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. At runtime, this parameter is replaced with the user ID of the user who is signed in.

Record Type Fields

For Detail Page Location only

Place your cursor in the URL field 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. 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 in this field by placing the cursor in the URL field, and then selecting the User Fields drop-down list. This action 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 might see indeterminate behavior on the browser.

Let users override URL

Select Yes if you want to make the Web applet configurable by the user.

If you select Yes, a Configure link is displayed with the feed.

Open Records in

Select a value depending on whether you want records to open in the current browser window or a new browser window.

Height

 

 

For Detail pages, this field applies to the Feed type only.

Specify the height in pixels of the custom Web applet. The default value is 100 pixels.

You cannot control the width of the applet. For a homepage, the applet is displayed on one side of the page.

Creating an HTML Web applet

Create this type of applet for embedded content that you want to make additions to in the HTML code.

To create an HTML Web applet

On the Web Applet page, complete the following fields and click Save.

Field

Comments

Type

Select HTML.

User Fields

Select an option from the User Fields drop-down list to add user parameter fields to the Web Applet HTML field at the current position of the cursor.

For example, if you choose User id from the drop-down list, %%%User id%%% is inserted. At runtime, this parameter is replaced with the user ID of the user who is signed in.

Record Type Fields

For Detail Page Location only

Place your cursor in the Web Applet HTML field 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. At run-time, this parameter is replaced with the row ID of the current record.

Web Applet HTML

The URL that you enter is used in the src attribute of an <iframe> element within the HTML code of the 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.

Height

 

 

For Detail pages, this field applies to the Feed type only.

Specify the height in pixels of the custom Web applet. The default value is 100 pixels.

You cannot control the width of the applet. For a homepage, the applet is displayed on one side of the page.

Creating a URL Web Applet

Create this type of applet for embedded content in which the specified URL is rendered in an IFrame.

To create a URL Web applet

On the Web Applet page, complete the following fields and click Save.

Field

Comments

Type

Select URL.

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. At runtime, this parameter is replaced with the user ID of the user who is signed in.

Record Type Fields

For Detail Page Location only

Place your cursor in the URL field 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. 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 in this field by placing the cursor in the URL field, and then selecting the User Fields drop-down list. This action 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 might see indeterminate behavior on the browser.

Height

 

 

For Detail pages, this field applies to the Feed type only.

Specify the height in pixels of the custom Web applet. The default value is 100 pixels.

You cannot control the width of the applet. For a homepage, the applet is displayed on one side of the page.


Published May 2008