Web panels

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A web panel is a webpage that is displayed inside SuperOffice CRM.

Where your web panel appears is determined by the display location. The content of your web panel is determined by the URL.

The URL of the webpage can contain template variables, so that what the page displays depends on the client context. Whenever the URL of a webpage changes, the page will be reloaded (if it is visible).

How web panels work

  1. The user clicks a company in a search result.
  2. The web panel computes the URL based on the selected company.
    • For example, http://server/page.asp?id=<cuid> becomes http://server/page.asp?id=123
  3. If the new URL is different from the current, a request is sent to the webserver.
  4. The webserver receives the URL.
  5. The web server computes a new webpage using parameters in the URL.
  6. The web server returns the webpage.
  7. The web panel displays the page.
Note

After adding a webpanel it is good practice to flush caches in the application.

Places you can add web panels

The display location of a web panel is selected as Visible in when you define the panel.

In Sales

  • Navigator button (main menu)
  • Side panel
  • Toolbar
  • Toolbox menu, View menu
  • Task button
    • Contact dialog
  • Dialogs
    • Follow-ups dialog
    • Document dialog
    • Product dialog
    • Quote dialog
  • Panel
    • Company card
    • Contact card
    • Project card
    • Sale card
    • Selection card
    • Web panel on SuperOffice button
    • Company screen selection tab
    • Contact screen selection tab
    • Project screen selection tab
    • Sale screen section tab

In Service

  • Main screen
  • Company screen
  • Contact screen
  • Request screen
  • Extra table entry screen

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
Available on Device type (web, mobile)
Show Whether to show the menu bar, toolbar, address bar, and/or status bar