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Creating Custom Web Applets

You can create three types of custom Web applets (RSS feed, HTML and URL), and add them to the following places in Oracle CRM On Demand:

  • For global Web applets:
    • Action bar
    • My Homepage
  • For record type Web applets:
    • Record type homepage
    • 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. Configure RSS feed applets so that embedded content is relevant to user roles.

You can allow users to configure RSS feed applets, but it is recommended that you make only 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, users can read the feeds more easily, because they do not have to navigate to a different page.

To create an RSS feed applet

NOTE: This is the final step in creating a Web applet, as described in the topics: Creating Web Applets and Creating Global Web Applets.

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

Field

Comments

Name

Name of the Web applet.

Location

 

The values available for this field vary depending on where you access the Web applet page. For example, if you access this page from a global Web applet, the available values are: Action Bar and Homepage.

Columns

 

NOTE: This field is applicable only when the Location value is Homepage.

Specify the width of the applet by selecting single or double from the Columns menu.

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 run time, this parameter is replaced with the user ID of the user who is signed in.

Record Type Fields

NOTE: This field is applicable only when the Location value is Detail Page.

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://rss.news.yahoo.com/topstories.

You must include http:// in 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 applet calls the source URL.

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

Configure RSS feed applets for content that is relevant to user roles. While you can enable users to configure RSS feed applets, it is recommended that you make only a small number of applets configurable.

Open Records in

Select a value depending on whether you want records to open in the current browser window or a new browser window. If you want to add the RSS feed applet to the Action Bar, remember that the feeds are easier to read in a new browser window. In doing this, it prevents the user needing to navigate to a different page.

Height

 

The height of the applet in pixels.

Creating an HTML Web applet

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

To create a HTML Web applet

NOTE: This is the final step in creating a Web applet, as described in the topics: Creating Web Applets and Creating Global Web Applets.

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

Field

Comments

Name

Name of the Web applet.

Location

 

The values available for this field vary depending on where you access the Web applet page. For example, if you access this page from a global Web applet, the available values are: Action Bar and Homepage.

Columns

NOTE: This field is applicable only when the Location value is Homepage.

Specify the width of the applet by selecting single or double from the Columns menu.

Type

Select HTML.

Record Type Fields

NOTE: This field is applicable only when the Location value is Detail Page.

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.

HTML Head Additions

The HTML 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 in this field.

Referencing JavaScript files on Oracle CRM On Demand pages is not supported. Any content that you enter in this field is added to the <head> tags.

Web Applet HTML

The HTML 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. Any content that you enter in this field is added to the <body> tags.

Always Run

This flag determines whether a custom Web applet will be executed if the applet is minimized. This flag is available only for custom Web applets that are on the Detail page.

Height

 

 

The height of the applet in pixels.

Creating a URL Web Applet

Create this type of applet when you want to embed content from a URL in an IFrame.

To create a URL Web applet

NOTE: This is the final step in creating a Web applet, as described in the topics Creating Web Applets and Creating Global Web Applets.

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

Field

Comments

Name

Name of the Web applet.

Location

The values available for this field vary depending on where you access the Web applet page. For example, if you access this page from a global Web applet, the available values are: Action Bar and Homepage.

Columns

NOTE: This field is applicable only when the Location value is Homepage.

Specify the width of the applet by selecting single or double from the Columns menu.

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 run time, this parameter is replaced with the user ID of the user who is signed in.

Record Type Fields

NOTE: This field is applicable only when the Location value is Detail Page.

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://maps.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. For example, the following URL passes in the shipping address to Google maps: http://maps.google.com/?q=%%%Ship_To_ADDR_Address1%%%,+%%%Ship_To_CITY_City%%%,+%%%SHIP_LIST_USSTATE%%%

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.

 

Always Run

This flag determines whether a custom Web applet will be executed if the applet is minimized. This flag is only available for custom Web applets located on the Detail page.

Height

 

 

The height of the applet in pixels.

 

Related Topic

The following topic provides an example of creating a Web applet that displays a Twitter RSS feed:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.