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Administering Oracle CRM On Demand > Application Customization > Displaying External Web Pages, Reports, and Dashboards in Tabs
Displaying External Web Pages, Reports, and Dashboards in Tabs
You can display Web content in a tab within Oracle CRM On Demand. The Web content can be external Web pages or company data available from the Web. For example, you might track inventory information in another Web application, which you want to make available to your service representatives when they are working in Oracle CRM On Demand. To address this requirement, you can create a custom Web tab to display your external Web application within the main content area of Oracle CRM On Demand. You can also embed reports and dashboards from the Analytics catalog in custom Web tabs.
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.
You can also create custom Web applets to contain Web content, reports, and dashboards. For information about custom Web applets and how they compare with custom Web tabs, see About Custom Web Applets.
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.
To make a custom Web tab visible, you must add the tab to the required user role using the Role Management Wizard.
Before you begin. To perform this procedure, your role must include the Customize Application privilege.
Before you can display external information on an Oracle CRM On Demand page, you must ensure that:
- The external application has a Web interface
- The external application or Web page does not require full control of the browser window
To embed a report or dashboard in a Web tab, the report or dashboard must be stored under Shared Folders, in a folder to which you have access.
NOTE: You must ensure Web services are enabled for your company if you plan to use features such as Single Sign On, or to integrate your Web site with Oracle CRM On Demand.
To display an external Web page in a tab
- In the upper-right corner of any page, click the Admin global link.
- In the Application Customization section, click Application Customization.
- In the Application Setup section, click the Custom Web Tabs link.
- On the Custom Tab List page, click New.
- On the Custom Web Tab page, use the table below to fill in the required information and save the record.
- (Optional) To indicate that an updated name must be translated to other languages that are activated for your company, select the Mark for Translation check box (on the Custom Web Tab Lists page) for the Web tab.
Field
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Comments
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Name
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The name of the custom Web tab.
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Type
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Select the type of Web tab that you want to create: URL, HTML, Report, or Dashboard.
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User and System Fields
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Before you create a Web applet in Oracle CRM On Demand, carefully consider how you will use parameter field variables such as %%%User Id%%%, if the field contains characters that can be escaped as character entity references.
When you insert parameter field variables in HTML, characters in the field name like & are escaped as the corresponding character entity reference, (in this case &) and the browser expands the entity reference so that the referenced character is displayed. For example, you might want to create a homepage HTML Web applet with the company name: A&B Manufacturing. From the User and System Fields drop-down list, you can choose Company Name to insert the variable: %%%Company name%%% and at run time, this variable has the value A&B Manufacturing, which appears in the browser as A&B Manufacturing. However, character entity references are not expanded in JavaScript code, so in this case, put the variable in a referenceable context, retrieve it from the document DOM, then encode it as necessary. These differences are illustrated in the following example of Web Applet HTML code:
<span id=”companyname” style=”display:none” data-value=”%%%Company name%%%”></span>
<script type=”text/javascript”>
var var1 = ”%%%Company name%%%”;
var var2 = document.getElementById(“companyname”).getAttribute(“data-value”);
</script>
The value of var1 is “A&B Manufacturing” and the value of var2 is “A&B Manufacturing”. The values of var1 and var2 are different because the browser expands entity references in HTML tags and data, but not within the <script> element.
Select an option from the User and System Fields drop-down list to add parameter fields to the URL or HTML field at the current position of the cursor. For example, if you choose User id from the drop-down list, %%%User id%%% is inserted into the URL or HTML field, depending on where your cursor is positioned. At run-time, this parameter is replaced with the user ID of the user who is signed in.
As another example, if you choose Host Name from the list, %%%Hostname%%% is inserted at the cursor position. At run-time, this parameter is replaced with the host name of the server where Oracle CRM On Demand is running. This is useful in configurations containing a URL to Oracle CRM On Demand as it is no longer necessary to manually modify the Oracle CRM On Demand host name when migrating from one environment to another.
For more information, see User and System Fields.
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URL
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NOTE: This setting is available only if you select URL from the Type menu.
Enter the URL that is invoked when the user clicks the hyperlink, such as www.oracle.com. You do not have to enter the http:// part of the URL. Make sure that the URL is a valid uniform resource identifier (URI). If it is not valid, then an error message is displayed instead of the embedded content when a user accesses the custom Web tab.
NOTE: For more information on the standardization of URLs in Oracle CRM On Demand, see About URL Standardization.
You can also include context-sensitive parameters by placing the cursor in the URL field, and then selecting the User and System Fields drop-down list. This action places a field parameter in the URL (designated by %%%fieldname%%%), which is replaced by the field value that is based on the current record when the user clicks the value. If you do not specify any URL, then the user is directed to a void URL when clicking the tab.
Each browser has a maximum URL length. If you specify a URL that exceeds this length, users might see indeterminate behavior on the browser when they click the Web tab.
NOTE: Although it is possible to use a URL to embed a report or dashboard in a custom Web tab of the URL type, this functionality is not fully supported, and the URL might not work after an upgrade.
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HTML Head Additions
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NOTE: This setting is available only if you select HTML from the Type menu.
The HTML that you enter is used in the src attribute of an <iframe> element within the HTML code of the page to which you add the Web tab. Any code that you add to the Web Tab HTML field is added to the <iframe> element. You can include references to JavaScript files that you embed in the <head> section of the HTML in this field.
Referencing JavaScript files in Oracle CRM On Demand pages is not supported. Any content that you enter in this field is added to the <head> tags.
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Web Tab HTML
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NOTE: This setting is available only if you select HTML from the Type menu.
The HTML that you enter is used in the src attribute of an <iframe> element within the HTML code of the page to which you add the Web tab. Any code that you add to the Web Tab HTML field is added to the <iframe> element. Any content that you enter in this field is added to the <body> tags.
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Path
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NOTE: This field is available only if you select Report or Dashboard from the Type menu.
Click the Lookup icon (magnifying glass), then navigate to the report or dashboard you require in Shared Folders, and then click OK.
The Path field is automatically populated after you select the report or dashboard.
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Parameters
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NOTE: This field is available only if you select Report or Dashboard from the Type menu.
(Optional) If you want to specify filters that will be applied to the report or dashboard at run time, then specify the filters in the Parameter field.
For detailed information about specifying the filters, see About Specifying Filters for Embedded Reports and Dashboards.
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Description
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Enter a description for the Web tab.
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Height
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Enter a pixel value for the Web tab.
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Width
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Enter a pixel value for the Web tab.
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Classic Icon
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Click the Lookup icon (magnifying glass) to select the icon that is to be used for the Web tab in classic themes.
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Modern Icon
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Click the Lookup icon (magnifying glass) to select the icon that is to be used for the Web tab in modern themes.
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NOTE: If you want this updated name to appear in other activated languages, select the Mark for Translation check box. In the other languages (or when you choose another language from the Translation Language list on this page), the updated name appears in blue text with brackets until you manually enter the translated versions. The updated name in blue text helps you to track which terms must be translated.
After you add a custom Web page to Oracle CRM On Demand, you must make it available to the user role before users can see it. For information on adding roles, see Adding Roles.
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