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

  1. Select Lists in the Navigator.

  2. Select GUI - Web panel from the dropdown menu. The Items tab displays all existing web panels.

  3. Click Add to open the Edit list item dialog.

  4. Enter the required name of the item in the Name field. (Mandatory)

    • This name is displayed when you add the URL address in SuperOffice CRM.

  5. 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.

  6. 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.

  7. In the Visible in list, choose where the web panel should appear in SuperOffice CRM.

  8. In the URL encoding list box, you can select if the URL should be ANSI or Unicode (or no format).

  9. Under Show, select which bars will be available in the browser that the URL is opened in: menu bar, toolbar, address bar or status bar.

  10. Under Available on choose where you want the URL address to be available. You can select several of these options simultaneously.

    • SuperOffice CRM for Web: when you are using the Web version of SuperOffice CRM.
    • Mobile CRM: when you are using the mobile version of SuperOffice CRM.

    Extra settings:

    • Always reload content on tab navigation.
    • Show link for opening in separate window.

  11. Click the Icon list to select an icon for the web panel.

  12. Optionally, type in a description of the item in the Description field. Read about Translation.

  13. Click Save to save the changes or Cancel to reject them.

After saving

Once the item is saved, you can:

Field reference

SettingDescription
NameUI label
Window nameID of the panel, used in the HTML you load into the panels. Must be unique, use prefixes
DescriptionTool-tip text
URLLocation of web page
URL encodingNone, ANSI, or Unicode
Visible inThe display location
Available onDevice type (web, mobile)
ShowWhether to show the menu bar, toolbar, address bar, and/or status bar

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.

  1. Sign in to SuperOffice Service.
  2. From the hamburger menu, select System Design and then select Web panels.
  3. Point to the target display location and click New web panel.
  4. Enter a UI label (the tab text).
  5. Select either Use URL or Use screen and then select the corresponding details.
  6. Select where to insert your new menu item from the Position list (0 = top).
  7. Click OK.
  8. Test the result.

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