Difference between revisions of "Web Tabs"
From AgileApps Support Wiki
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'''Designer > | '''Designer > Presentation > Web Tabs''' | ||
Web tabs enable you to extend the platform by adding custom pages to your application that display web pages from another server. For example, you can display a page from your company's intranet site, or another company's website, as a web tab in your application. | Web tabs enable you to extend the platform by adding custom pages to your application that display web pages from another server. For example, you can display a page from your company's intranet site, or another company's website, as a web tab in your application. | ||
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;Considerations: | ;Considerations: | ||
*Records with Multiple Owners are excluded from [[Reports]]/[[Web Tabs]] based on [[Database Views]] | *Records with Multiple Owners are excluded from [[Reports]]/[[Web Tabs]] based on [[Database Views]] | ||
==Manage Web Tabs== | ==Manage Web Tabs== | ||
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==Create a Web Tab== | ==Create a Web Tab== | ||
#Click '''Designer > Data | #Click '''Designer > Data > Web Tabs''' | ||
#Click the [New Web Tab] button and complete the following information: | #Click the [New Web Tab] button and complete the following information: | ||
#*Enter the Display Title | #*Enter the Display Title | ||
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==Edit a Web Tab== | ==Edit a Web Tab== | ||
#Click '''Designer > Data | #Click '''Designer > Data > Web Tabs''' | ||
#Click the link for the Web Tab you want to edit | #Click the link for the Web Tab you want to edit | ||
#Click the [Edit] button to open the Web Tab for editing | #Click the [Edit] button to open the Web Tab for editing |
Revision as of 00:23, 3 June 2011
Designer > Presentation > Web Tabs
Web tabs enable you to extend the platform by adding custom pages to your application that display web pages from another server. For example, you can display a page from your company's intranet site, or another company's website, as a web tab in your application.
Web tabs can be based on any of these elements:
- URL - Create a web tab based on a web page URL; The full web page appears in the web tab
- Page - Create custom, personalized Pages
- Widget - Create pages (tabs) that contain collections of Widgets
- Database View - Create pages (tabs) that contain Database Views
- Compare to Data Tab
- Considerations
- Records with Multiple Owners are excluded from Reports/Web Tabs based on Database Views
Manage Web Tabs
Users that have the Customize Objects permission can create Web Tabs
Create a Web Tab
- Click Designer > Data > Web Tabs
- Click the [New Web Tab] button and complete the following information:
- Enter the Display Title
- Select the Web Tab Type
- URL
- Enter the URL of a website you want to appear in the web tab; www.google.com for example
- Page
- Choose from existing Pages or build your own
- Widget
- Set up the Widget layout and access permissions
- Choose the preferred layout, with one, two or three columns
- Choose Role Based Access Permissions
- Database View
- Choose the Database View to use as the basis of this web tab
- Choose the appropriate Role Based Access Permissions
- Click [Save]
Try it Out
Add a web tab:
The result is a tab that displays the specified newsfeed:
Edit a Web Tab
- Click Designer > Data > Web Tabs
- Click the link for the Web Tab you want to edit
- Click the [Edit] button to open the Web Tab for editing
- Update Web Tab Information as required:
- Use the List of Available Template Fields to lookup variable names to use in the Web Tab
- Change the Title
- Select the Tab Type
- Choose the Web Tab Height
- Edit the Web URL as needed
- Change the Role Based Access Permissions as needed
- Click [Save]
Delete a Web Tab
To delete a web tab:
- Click > Customization > Developer Resources > Web Tabs
- Click the Web Tab you want to delete
- Click the [Delete] button. A confirmation message opens.
- Click [OK] to delete the web tab
- Learn more: Recycle Bin