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Adding an Outlook Web Applet to a Task Detail Page as Related Information


You can embed external Web content, such as Microsoft Outlook, by creating a custom Web applet that appears as a related information section in your task detail page.

To perform this procedure, your role must include the Customize Application and Manage Custom Web Applets privileges.

To add a Microsoft Outlook Web applet to a task detail page as related information

  1. In the upper-right corner of any page, click the Admin global link.
  2. Click Application Customization.
  3. Click Activity.
  4. In the Application Setup section, click Global Web Applets, then click New.
  5. In the Custom Web Applet page, complete the following fields, and click Save.
    Field
    Comments

    Name

    Enter Outlook Calendar.

    Location

    Select Detail Page.

    Type

    Select HTML.

    Web Applet HTML

    Add the following code:

    <script src="http://www.gmodules.com/ig/ifr?url=http://hosting.gmodules.com/ig/gadgets/file/118137453981720645697/MSOutlookWidget.xml&amp;up_DefaultView=Inbox&amp;synd=open&amp;w=800&amp;h=500&amp;title=Microsoft+Outlook&amp;border=http%3A%2F%2Fwww.gmodules.com%2Fig%2Fimages%2F&amp;output=js"></script>

    NOTE:  To change the size of the Microsoft Outlook gadget, modify the numbers highlighted in the previous string. The first number (w=800) is the width and the second number (h=500) is the height, both in pixels.

Making the Web Applet Visible

Complete the following procedure to make the Microsoft Outlook Web applet visible.

To make the Web applet visible

  1. In the upper-right corner of any page, click the Admin global link.
  2. Click Application Customization, then click Activity.
  3. In the Application Setup section, click My Homepage Layout.
  4. In the Page Layout Management section, click Task Page Layout.
  5. In the Task Page Layout list, click Edit to modify your existing layout.

    The Page Layout Wizard is displayed and guides you through the process.

  6. In Step 4 Related Information:
    1. Move the new Outlook Calendar Web applet from the Available Information list to the Displayed Information list.
    2. Click the up and down arrows to position the new custom Web applet, as required.
    3. Click Finish to create the new layout.

Displaying the Calendar

Complete the procedure to display the calendar.

To display the calendar

  1. Open Microsoft Outlook and navigate to the calendar.
  2. To display the weekly calendar, select the Weekly tab in Microsoft Outlook first before it displays in the Microsoft Outlook Calendar Web applet.

If you want to display the Calendar, open Outlook and navigate to the Calendar. If you want to display the weekly Calendar, select the weekly tab in your Outlook first before it displays in the Outlook Calendar web applet.

Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 35 Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.