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Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > Creating Web Applets for Record Types

Creating Web Applets for Record Types

You can embed external Web content by creating a custom Web applet that appears on a Homepage or the Detail page for a record type. You can also embed reports and dashboards in custom Web applets for record-type Homepages and Detail pages.

When you create a Web applet, you must add it to the page layout for the Homepage or Detail page. For users to see that page layout, it must be assigned to an appropriate user role.

Before you begin. To perform this procedure, your role must include the Customize Application and Manage Custom Web Applets privileges. If the Enable Language Translation Support for Web Applets check box is selected on the company profile, then you can create applets only if the language that is selected in the Translation Language field is the default language for the company.

To create a new Web applet

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 Type Setup section, click the link for the required record type.
4. In the Page Layout Management section, click the required record type Web Applet link.
5. In the record type Applet list, click New.
6. On the Web Applet page, complete the following fields.

   Field	Comments
   Name	Enter a name. The value in the name field appears in the title bar of the Related Information section.
   Mark for Translation	This check box is available only if the Enable Language Translation Support for Web Applets check box is selected on the company profile. When you first create an applet, the Mark for Translation check box is selected and read-only. The Mark for Translation check box is effective only when you update an existing applet. In addition, the Mark for Translation check box is read-only if you select any language other than the default language for the company in the Translation Language field in the list of applets before you edit the applet. For more information about translating custom Web applet names, see Translating Web Applet and Custom Report Names. If you change the name of an existing custom Web applet in the default language for the company, then use the Mark for Translation check box as follows: If you want the translated versions of the name to be replaced by the updated name, then select the Mark for Translation check box. If you want the translated versions of the name to remain unchanged, then do not select the Mark for Translations check box.
   Location	Select Homepage or Detail Page, depending on whether the external content, report, or dashboard is to appear on a homepage or on the Detail page.
   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.

Next, complete the fields according to the type of applet you require, as described in the following topics:

• Creating Dashboard Web Applets
• Creating HTML Web Applets
• Creating Report Web Applets
• Creating RSS Feed Web Applets
• Creating URL Web Applets

To make the Web applet visible

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 Type Setup section, click the link for the required record type.
4. In the Page Layout section, click the required Page Layout link.
5. In the Page Layout list, do one of the following:
   • Click Edit to modify an existing layout.
   • Click New Layout to create a new layout.
   • Click Copy to copy an existing layout.

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

     NOTE: The number of steps in the Page Layout Wizard can differ depending on the Page Layout link you click. In Step 1 Layout Name, make sure the layout has a name, and if required, a description.

6. In Step 4 Related Information:
   1. Move the new Custom 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.
7. Add the page layout to user roles as required, see Adding Roles.

Related Topic

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

• Example of Setting Up an RSS Feed Web Applet