|Posted: 2014-08-11 10:46|
It's possible to access information held in an external system via Workbooks by using an Iframe custom field. A common example is to use the Postcode and Country of an Organisation to display the location of the Organisation on a Google Map. You can control whether or not the IFrame appears on the main tab of a record or in a separate tab. This example is based on creating a Google Map but there's a wide variety of possibilities when it comes to creating an Iframe tab. Here you can find out how to display a LinkedIn Profile via an Iframe and here to see how to integrate Workbooks with Box.
To begin with create a new custom Iframe field for Organisations within configuration. To do this go to Start > Configuration > Customisation > Record Types > Organisations > Custom Fields > Select New Custom Field > Give the field a name (e.g. Google Map) and set the data type to 'Iframe' > For the URL enter the following:
The 2 sections of the URL highlighted in yellow are placeholders which reference Workbooks fields. Each time the Iframe is generated these 2 placeholders are populated with information from the record itself.
Once you've entered the URL check the 'Show as Tab' field then Save & Close the window. It's this checkbox which will determine whether the Iframe is displayed on the Main tab of the Organisation or as it's own separate tab.
At this point you may wish to modify your Form Layouts to select where the 'Google Map' tab will sit by changing the ordering of the Tabs. This can be done by going to Start > Configuration > Customisation > Record Types > Organisations > Form Layouts > Select the layout you wish to edit > Tabs > Modify the position of the tab.
In the example below you can see that the postcode and country held on the Workbooks Organisation record are used to generate a Google Map to display the location.
Once viewing the Iframe, you can navigate in the same way that you could if you were viewing the page in a tab on a browser.