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Creating Report Web Applets

Create this type of applet when you want to embed a report. You can specify filters that will be applied to the report at run time.

NOTE: 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.

Before you begin. The report that you want to embed in the Web applet must be stored under Shared Folders, in a folder to which you have access.

To create a report web applet

NOTE: This is the final step in creating a Web applet, as described in the topics: Creating Web Applets for Record Types and Creating Global Web Applets.

  • On the Web Applet page, complete the following fields, and then click Save.

    Field

    Comments

    Type

    Select Report.

    Path

    Click the Lookup icon (magnifying glass), then navigate to the report you require in Shared Folders, and then click OK.

    The Path field is automatically populated after you select the report.

    Parameters

    (Optional) Specify the filters that you want to apply to the report at run time.

    For detailed information about specifying the filters, see About Specifying Filters for Embedded Reports and Dashboards.

    You can add fields as parameters, as follows:

    • To include a user or system field in a filter parameter, place your cursor in the Parameters field at the position where you want to add the parameter, and then select the field that you want to include from the User and System Fields list.

      For information about the user and system fields that you can use in the parameters, see User and System Fields.

    • (Web applets for record-type Detail pages only) To include a field from the record type in a filter parameter, place your cursor in the Parameters field at the position where you want to add the field, and then select the field from the record type Fields list, where record type is the name of the record type for which you are creating the applet.

    Always Run

    This check box determines whether the custom Web applet will be executed if the applet is minimized. This check box is available only for Web applets that you create for record-type Detail pages or the Action bar.

    Description

    (Optional) Enter a description for the applet.

    Height

    Enter the height for the applet, in pixels.

    Modern Icon

    Click the Lookup icon (magnifying glass) to select the icon that is to be used for the Web applet in modern themes. The Modern Icon field is available only for Web applets that you create for record-type Detail pages.

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.


Published 7/3/2018 Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices.