Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > Creating Dashboard Web Applets
Creating Dashboard Web Applets
Create this type of applet to embed a dashboard. You can specify filters that will be applied to the reports in the dashboard 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 dashboard 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 dashboard 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
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Comments
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Type
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Select Dashboard.
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Path
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Click the Lookup icon (magnifying glass), then navigate to the dashboard you require in Shared Folders, and then click OK.
The Path field is automatically populated after you select a dashboard.
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Parameters
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(Optional) Specify the filters that you want to apply to the reports in the dashboard at run time. The filters apply to all of the reports in the dashboard. For detailed information about specifying the filters, see About Specifying Filters for Embedded Reports and Dashboards.
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Always Run
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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.
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Description
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(Optional) Enter a description for the Web applet.
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Height
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Enter the height for the applet, in pixels.
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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 applet in modern themes. The Modern Icon field is available only for Web applets that you create for record-type Detail pages.
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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.
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