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Displaying External Web Pages in Tabs

You can display Web content in a tab within Oracle 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 Oracle 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 Oracle 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 an Oracle CRM On Demand page, you must ensure that:

  • The external application has a Web interface
  • The external application or Web page does not require full control of the browser window

NOTE: You must ensure Web services are enabled for your company if you plan to use features such as Single Sign On, or to integrate your Web site with Oracle CRM On Demand.

To display an external Web page in a tab

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the Application Customization section, click Application Customization.
  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, use the table below to fill in the required information and save the record.
  6. (Optional) To indicate that an updated name must be translated to other languages that are activated for your company, select the Mark for Translation check box (on the Custom Web Tab Lists page) for the Web tab.

    Field

    Comments

    Name

    The name of the custom Web tab.

    Type

    Select URL or HTML.

    User Fields

     

    Select an option from the User Fields drop-down list to add user parameter fields to the URL or 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 into the URL or HTML field, 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.

    URL

    NOTE: This setting is available only if you select URL from the Type menu.

    Enter the URL that is invoked when the user clicks the hyperlink, such as www.oracle.com. You do not have to enter the http:// part of the URL.

    You can also include context-sensitive parameters 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 that is based on the current record when the user clicks the value. If you do not specify any URL, then the user is directed to a void URL when clicking the tab.

    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.

    HTML Head Additions

    NOTE: This setting is available only if you select HTML from the Type menu.

    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 tab. Any code that you add to the Web Tab 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 in Oracle CRM On Demand pages is not supported. Any content that you enter in this field is added to the <head> tags.

    Web Tab HTML

    NOTE: This setting is available only if you select HTML from the Type menu.

    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 tab. Any code that you add to the Web Tab HTML field is added to the <iframe> element. Any content that you enter in this field is added to the <body> tags.

    Description

    Enter a description for the Web tab.

    Height

     

    Enter a pixel value for the Web tab.

    Width

    Enter a pixel value for the Web tab.

    Icon

    Click the Lookup icon next to the Icon label, and select an icon from the window.

    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 list on this page), the updated name appears in blue text with brackets until you manually enter the translated versions. The updated name in blue text helps you to track which terms must be translated.

After you add a custom Web page to Oracle CRM On Demand, you must make it available to the user role before users can see it. For information on adding roles, see Adding Roles.


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