Add web panel
This task is done in Settings and maintenance and you must be an administrator.
Web panels are defined in the GUI - Web panel list, which you can manage in Settings and maintenance under Lists. Where your web panel appears is determined by the display location. The content of your web panel is determined by the URL.
Steps
Select Lists in the Navigator.
Select GUI - Web panel from the dropdown menu. The Items tab displays all existing web panels.
Click Add to open the Edit list item dialog.
In the Name field, enter the label that will be shown in SuperOffice CRM. (Mandatory)
- Optionally, type in a description of the item in the Description field. Read about Translation.
In the URL field, specify the URL address such as a web page or a server-based HTML file. For details about supported URL types, see Using HTTP vs HTTPS URLs.
- In the URL encoding field, select None, ANSI, or Unicode.
In the Window name field, specify the required name of the browser window where the URL address should be opened. If you have previously added one or more window names and want to reuse them, you can click in the field and select a name from the list. You can also type a new name directly into the field. The window name as it will finally appear is displayed below, underlined.
In the Visible in list, choose where the web panel should appear in SuperOffice CRM.
Under Available on, select one or both options:
- SuperOffice CRM for Web
- Mobile CRM
(Optional) To control how the panel behaves:
- Select Always reload content on tab navigation if the content should refresh every time users switch tabs.
- Select Do not reload content when navigating to the main card to cache the content during card navigation.
- Select Show link for opening in separate window if the panel should also open in a new browser window.
(Optional) Click the Icon list to select an icon for the web panel.
Click Save to save the changes or Cancel to reject them.
After saving
Once the item is saved, you can:
Change the order of items using the arrow buttons to the left of the list ( ).
Specify additional settings for each item:
- Which user groups the item is visible for.
- Which heading it will be displayed under.
Field reference
| Setting | Description |
|---|---|
| Name | UI label |
| Window name | ID of the panel, used in the HTML you load into the panels. Must be unique, use prefixes |
| Description | Tool-tip text |
| URL | Location of web page |
| URL encoding | None, ANSI, or Unicode |
| Visible in | The display location. You can select from panels, dialogs, menus, toolbar, or side panel locations. For a full list of display options, see Display locations for web panels. |
| Available on | Device type (web, mobile) - where you want the URL address to be available |
Using HTTP vs HTTPS URLs
If SuperOffice CRM for Web is installed on an HTTPS site, web panels using HTTP URLs will not work. You must use HTTPS URLs.
You can open the URL in safe mode in your browser, but the site will then no longer be safe.
If SuperOffice CRM for Web is installed on an HTTP site, use "normal" HTTP URLs.
Using template variables
If you add a URL address, it may be useful to use template variables for the active company, for example, to retrieve information from other applications via an URL. The URL address must specify parameters, as in this fictitious example: http://www.comlist.com/data/indiv/detail.jsp?orgno=<orgn>. orgn here is the template variable for the organisation number, but other variables like company name <name>, company phone number <cpho>, contact name <attn>, can also be used.
Add web panel in Service (legacy)
In Service, web panels are called extra browser tabs. You can add the same type of content as for extra menus.
- Sign in to SuperOffice Service.
- From the hamburger menu, select System Design and then select Web panels.
- Point to the target display location and click New web panel.
- Enter a UI label (the tab text).
- Select either Use URL or Use screen and then select the corresponding details.
- Select where to insert your new menu item from the Position list (0 = top).
- Click OK.
- Test the result.