Difference between revisions of "Web Tabs"

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imported>Aeric
m (Text replace - '> Account Management' to '> Personal Settings')
imported>Aeric
m (Text replace - 'Personal Settings' to 'My Settings')
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:* When you create a web tab, it is available for display in the current application.  
:* When you create a web tab, it is available for display in the current application.  
:* To make it appear in your current display:
:* To make it appear in your current display:
::* Go to '''{login name} > Personal Settings > Workspace Preference'''
::* Go to '''{login name} > My Settings > Workspace Preference'''
::* Move the tab to the list of ''visible elements''<br>(the objects and platform elements that are displayed as tabs)
::* Move the tab to the list of ''visible elements''<br>(the objects and platform elements that are displayed as tabs)
::* Refresh your browser window  
::* Refresh your browser window  

Revision as of 00:38, 18 June 2014

GearIcon.png > Customization > Developer Resources > Web Tabs

Web tabs let you add custom web pages that display as tabs in your application.

About Web Tabs

Web tabs can 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. Or a Web Tab can display a custom Page created on the platform.

Working with Web Tabs

Lock-tiny.gif

Users that have the Customize Objects permission can create Web Tabs. 

Create a Web Tab

  1. Click GearIcon.png > Customization > Developer Resources > Web Tabs
  2. Click the [New Web Tab] button and complete the following information:
    • Enter the Name
    • Select the Web Tab Type
    URL
    Enter the URL of a website you want to appear in the web tab.
    For, example display your RSS feeds using http://google.com/reader
    Note:
    These days, many browsers (and virtually all mobile apps) block that kind of page switching, so the preferred way to create a web tab to display a URL is to create a JSP page with an iFrame in it, display the content of the URL in the iFrame, and use the Page option, below.
    Page
    Choose from existing Pages or build your own
    Choose the preferred layout, with one, two or three columns
  3. Click [Save]

Edit a Web Tab

  1. Click GearIcon.png > Customization > Developer Resources > Web Tabs
  2. Click the link for the Web Tab you want to edit
  3. Click the [Edit] button to open the Web Tab for editing
  4. Update Web Tab Information as required:
    • Use the Template Variable Tool to get the names of variables you can use in the page:
      TemplateVariableTool.jpg
    • Change the Name
    • Select the Tab Type
    • Choose the Web Tab Height
    • Edit the Web URL as needed
  5. Click [Save]

Delete a Web Tab

To delete a web tab:

  1. Click GearIcon.png > Customization > Developer Resources > Web Tabs
  2. Click the Web Tab you want to delete
  3. Click the [Delete] button. A confirmation message opens.
  4. Click [OK] to delete the web tab
Learn more: Recycle Bin

Displaying a Web Tab

  • When you create a web tab, it is available for display in the current application.
  • To make it appear in your current display:
  • Go to {login name} > My Settings > Workspace Preference
  • Move the tab to the list of visible elements
    (the objects and platform elements that are displayed as tabs)
  • Refresh your browser window
  • To make it available for display in other applications:
  • Go to GearIcon.png > Shared Global Resources > Resource Sharing
  • Click [Edit]
  • Set Resource Type to Web Tab
  • Move the new web tab to the list of visible elements