How do web resource fields work?
Web resource fields in Pipeliner can be used to pass values (for example, an Account Name or Customer Code) to a URL to allow the display of web-based information specific to the record in Pipeliner.
In the example shown below, the web resource field is passing the Account Name to the Bing News website and displays the search results from Bing based on that Company name ⤵
Web resource fields are created in the "Admin Module › Fields & Forms" and are then placed on the Form to make them available to users ⤵
How to create a web resource field
Enter the Admin Module — from the Pipeliner CRM Application, click on the "App Switcher" in the top left corner ⤵
NOTE: Only Administrators will see the Administration menu
Create the Web Resource Field
Select the "Fields and Forms" Menu and click on the entity you want to work with e.g. Accounts or Leads.
Click on the “Web Resources” tab and then the “Create New” button ⤵
You will need to complete:
- Name — Name of your web resource field
- URL — The URL to use
- Fields — Select fields to use when passing values to the URL
- Method — Select from Get (used for downloading external content from a website) or Post (used for uploading content of the field to the external website, e.g. to fill web-form)
- Enable Fullscreen mode — Opens the URL in its own tab when clicked. This option is available only for the Get method.
- Do not show URL content if all added parameters are empty — If the fields that are being passed to the website are not filled in on the record in Pipeliner, this option will suppress the web resource field (this is better than showing an error or irrelevant content to your users)
Click on “Save” to save your field.
How do I work out the URL to use?
Start by opening up the website you want to use in your web resource field — this example shows the G2 Crowd website.
NOTE: the website you use must support being displayed in an iFrame. If not, you will need to use the Fullscreen mode to open in a separate tab.
Use the Search on the website to search for an example of the field value that you’re going to use. This example is searching for “Pipelinersales” which is a company (Account) name.
Shown below is the URL that finds the company.
The end section where it says "pipelinersales" is the field value that you will want to pass to the URL in your web resource field:
In Pipeliner, you would name your web resource field “G2 Crowd” and in URL, add:
From the Fields section below, search for the “Account Name” field and then click on the "+" button to add it to the end of your URL ⤵
The end result will be:
Add your new web resource field to the Form ⤵
Click on the "Form" menu and then the “Edit Form” button.
First you need to add a “Web Element” as a placeholder for your new field. You’ll generally select the single element for a web resource field ⤵
Then click on the “Web Resources” tab and select your field. Drag&Drop it into the web element you just placed on the form. You’ll need to select the size of the field — “Extra small” or “Small” will work if you have selected the option to open in Fullscreen mode. Otherwise, you’ll usually choose “Extra Large” ⤵
Click on “Save” and then "Publish" your changes ⤵
How do web resource fields display?
This Bing News example is “Large” and displays on the form in the iFrame ⤵
The G2 Crowd example is “Extra Small” and set to open in Fullscreen mode as the website does not support being displayed in an iFrame ⤵