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Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > About Custom Web Applets

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About Custom Web Applets

Custom Web applets allow you to embed external Web content, reports, and dashboards in the following places in Oracle CRM On Demand:

  • For global Web applets:
    • Action bar

      NOTE: For Release 27 and later, this also can refer to global Web applets in the global header, which can be configured as part of an Action Bar and Global Header layout.

    • My Homepage
  • For record type Web applets:
    • Record type homepage
    • Detail page

NOTE: For information about the considerations that apply to using customized code in Oracle CRM On Demand, see Important Considerations for Customers Using Customized Code in Oracle CRM On Demand.

You can create five types of Web applet, which allows you to embed different types of Web content:

  • Dashboard. Used to embed dashboards.
  • Feed. Used to embed RSS feeds. For example, you might want to embed a news feed on My Homepage.

    Note: Only the RSS 2.0 standard is supported.

  • HTML. Used to embed HTML code. For example, use this Web applet to embed Web widgets from an external source such as Google Maps.
  • Report. Used to embed reports.
  • URL. Used to embed the content available at the specified URL in an applet within Oracle CRM On Demand. For example, you might have a custom Web applet on the Lead Details page that allows you to see a Google search on that lead's name. For more information on the standardization of URLs in Oracle CRM On Demand, see About URL Standardization.

    NOTE: Although it is possible to use a URL to embed a report or dashboard in a custom Web applet, Web tab, or Web link of the URL type, this functionality is not fully supported, and the URL might not work after an upgrade. For information about where reports and dashboards can be embedded in Oracle CRM On Demand, see About Embedding Reports and Dashboards in Oracle CRM On Demand.

You can add a Web applet for any record type for which the Page Layout links are visible.

There are two advantages to creating a custom Web applet rather than a custom Web tab:

  • A custom Web applet that is displayed on a page, such as Lead Details, allows you to view data on the Details page together with other contextual data. On the other hand, if your external data is viewed using a Web tab, when you click the Web tab, you are directed away from the Details page, and redirected to the Web tab page.
  • Your company might have a great deal of information that you want to display, for example, portfolio holdings. Custom Web applets allow you to show a large amount of data from another Web site without requiring you to load information in to Oracle CRM On Demand. Loading large amounts of data in to Oracle CRM On Demand requires integration tools to manage large numbers of data columns.

Custom Web Applet Limits

The maximum number of custom Web applets that can be shown in a layout wizard is 200. This limit applies in the layout wizards for My Homepage, record type homepages and detail pages, and the Action bar. Custom homepage reports are included in the count of custom Web applets for the record type homepage and My Homepage locations.

This limit can affect the layouts that end users see in the application as well as the layout wizards that administrators use to create and edit layouts. If more than 200 custom Web applets are created for a location (that is, for My Homepage, or a record type homepage or detail page, or the Action bar), then the next time that you edit a layout for that location, only the 200 most recently modified custom Web applets are shown in the layout wizard. Any remaining custom Web applets are not shown, even if those applets were previously included in the list of displayed applets or the list of available applets. After you save your changes to the layout, any applet that was not available in the wizard is no longer available for end users whose role has that layout, even if the applet was previously displayed in the layout by default or was available for users to add to their layout.

Related Information

See the following topics for related information:
Published 7/3/2018 Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices.