AgileApps Support Wiki Pre Release

Difference between revisions of "Web Tabs"

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===Create a Web Tab===
===Create a Web Tab===
#Click '''Designer > Data > Web Tabs'''
#Click '''Designer > Presentation > 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 Name
#*Select the Web Tab Type
#*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
#:;URL:Enter the URL of a website you want to appear in the web tab; www.google.com for example
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#:;Widget:Set up the [[Widget]] layout and access permissions
#:;Widget:Set up the [[Widget]] layout and access permissions
#::*Choose the preferred layout, with one, two or three columns
#::*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
#:;Database View:Choose the [[Database View]] to use as the basis of this web tab
#Choose the appropriate [[Role Based Access Permissions]]
#Choose the appropriate [[Role Based Access Permissions]]
#Click '''[Save]'''
#Click '''[Save]'''


===Try it Out===
===Example===
Add a web tab:
Add a web tab:
:[[Image:Webtab.gif|none|thumb]]
:[[Image:Webtab.gif|none|thumb]]
Line 36: Line 35:


===Edit a Web Tab===
===Edit a Web Tab===
#Click '''Designer > Data > Web Tabs'''
#Click '''Designer > Presentation > 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
#Update Web Tab Information as required:
#Update Web Tab Information as required:
#*Use the List of Available Template Fields to lookup variable names to use in the Web Tab
#*Use the List of Available Template Fields to get the names of variables you can use in the page
#*Change the Title
#*Change the Name
#*Select the Tab Type
#*Select the Tab Type
#*Choose the Web Tab Height
#*Choose the Web Tab Height
#*Edit the Web URL as needed
#*Edit the Web URL as needed
#*Change the [[Role Based Access Permissions]] as needed
#Click '''[Save]'''
#Click '''[Save]'''
:[[Image:Webtab-edit.gif|none|thumb]]
:[[Image:Webtab-edit.gif|none|thumb]]

Revision as of 20:01, 20 July 2011

Designer > Presentation > 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 you can create Web Tabs using features of the platform:

  • Page - Display custom, personalized Pages
  • Widget - Display pages that contain collections of Widgets
  • Database View - Display pages that contain Database Views
Compare to: Data Tab

Working with Web Tabs

Lock-tiny.gif

Users that have the Customize Objects permission can create Web Tabs 

Create a Web Tab

  1. Click Designer > Presentation > 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; 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
    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]

Example

Add a web tab:

The result is a tab that displays the specified newsfeed:

Edit a Web Tab

  1. Click Designer > Presentation > 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 get the names of variables you can use in the page
    • 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