AgileApps Support Wiki Pre Release

Difference between revisions of "Web Tabs"

From AgileApps Support Wiki
imported>Aeric
 
imported>Aeric
Line 1: Line 1:
'''Designer > Data & Presentation > Web Tabs'''
'''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.  
Line 13: Line 13:
;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==
Line 19: Line 18:


==Create a Web Tab==
==Create a Web Tab==
#Click '''Designer > Data & Presentation > Web Tabs'''
#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
Line 40: Line 39:


==Edit a Web Tab==
==Edit a Web Tab==
#Click '''Designer > Data & Presentation > Web Tabs'''
#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

Manage Web Tabs

Lock-tiny.gif

Users that have the Customize Objects permission can create Web Tabs 

Create a Web Tab

  1. Click Designer > Data > Web Tabs
  2. 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
    Database View
    Choose the Database View to use as the basis of this web tab
  3. Choose the appropriate Role Based Access Permissions
  4. Click [Save]

Try it Out

Add a web tab:

The result is a tab that displays the specified newsfeed:

Edit a Web Tab

  1. Click Designer > Data > 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 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
  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