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Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > Example of Setting Up an RSS Feed Web Applet

Example of Setting Up an RSS Feed Web Applet

This topic gives one example of setting up an RSS feed Web applet. You might use this feature differently, depending on your business model. This example sets up an RSS feed Web applet in the contact record detail page for users who have the Field Sales Rep role. The Web applet displays the Twitter feed for the contact.

The company administrator sets up the Twitter ID field on the Contact record type and creates the Twitter Web applet. The company administrator then adds the new field and the Twitter Web applet to the page layout for the Field Sales Rep role. Users who have the Field Sales Rep role can then enter the Twitter ID for a contact in the Contact Detail page. When a user (who has the Field Sales Rep role) populates the field with the contact's Twitter ID, the Twitter RSS feed for the contact appears in the Twitter Web applet on the Contact Detail page.

Before you begin. To set up the Twitter ID field, create the Twitter Web applet, and add the field and the applet to the page layout, you must have the Customize Application privilege in your user role.

To create an RSS feed Web applet (Company Administrator)

1. Set up the Twitter ID field on the Contact record type, as follows:
   1. In the upper-right corner of any page, click the Admin global link.
   2. In the Application Customization section, click the Application Customization link.
   3. In the Record Types Setup section, click Contact.
   4. In the Field Management section, click Contact Field Setup.
   5. On the Fields page, click New Field.
   6. In the Contact Field Edit page, enter Twitter ID in the Display Name field, and select Text (Short) in the Field Type field.
   7. Save your changes.
2. Click Back to Contact Application Customization.
3. Create the Twitter Web applet, as follows:
   1. In the Contact Application Customization page, in the Page Layout Management section, click Contact Web Applet.
   2. In the Contact Applet List page, click New.
   3. In the Contact Web Applet page, enter the details of the Web applet, as follows:
      • Enter a name for the Web applet, such as Contact Twitter Feed.
      • In the Location field, select Detail Page.
      • In the Type field, select Feed.
      • In the URL fields, enter the following: http://twitter.com/statuses/user_timeline.rss?id=%%%stTwitter_ID%%%&count=10
      • In the Let users override URL field, select No.
      • In the Open Records In field, select Current Window.
      • In the Description field, enter a description such as Twitter Feed for Contact.
      • In the Height field, enter 200.

        NOTE: The URL specifies that 10 lines of the feed are to be shown in the applet on the Contact Detail page (count=10). To show 10 lines, a height of 200 pixels is appropriate for the applet. If you want more than 10 lines of the feed to appear on the Contact Detail page, change the URL accordingly, and increase the height of the applet.

   4. Save your changes.
4. Click Back to Contact Application Customization.
5. Add the Twitter ID field and the Web applet to the contact page layout for the user role, as follows:
   1. In the Contact Application Customization page, in the Page Layout Management section, click Contact Page Layout.
   2. In the record-level menu for the page layout that is assigned to the Field Sales Rep role, click Edit.
   3. In Step 3, Field Layout, use the arrows to move the Twitter ID field from the Available Contact Fields section to the page section field to appear, for example, the Key Contact Information section.
   4. In Step 4, Related Information, use the arrows to move the Web applet you created from the Available Information section to the Displayed Information section.
   5. Click Finish to save your changes.

The next time a user who has the Field Sales Rep role edits a contact record, or creates a new contact record, the user can set up the Twitter RSS feed for a contact as described in the following procedure.

To set up the Twitter RSS feed for a contact (User)

1. Open an existing contact record, or create and save a new contact.
2. In the Contact Detail page, if the Contact Twitter Feed applet is not displayed on the page, add the applet as follows:
   1. Click Edit Layout.
   2. If the Personal Layout page opens, then click Related Information.
   3. In the Personal Layout - Related Information page, use the arrows to move the Contact Twitter Feed applet from the Available section to the Displayed Information section.
   4. Save your changes.
3. In the Contact Detail page, click Edit.
4. In the Contact Edit page, in the Twitter ID field, enter the Twitter ID for the contact.
5. Save your changes.

   The Twitter feed for the contact appears in the Contact Twitter Feed applet on the Contact Detail page.