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Web resource field allows you to add remote content to the Pipeliner (e.g. attach a Google map to the Contact) or share Pipeliner content to the web.
How can I create a web resource field?
- Click on the „User“ and select Administration.
- Choose Fields & Forms from the menu.
- Select the entity which form you want to edit.
- Browse for Web resources and click on +Create button.
- Enter required data as follows: Name – is the name of the field. You can enter any name you like. URL – Enter the URL, that will retrieve required content. You can add data from the Entity fields by pressing #. Please check {{#Tags}} below. Method – Get method downloads web content (e.g. Google map coordinates) while Post method pushes the data to the web (e.g. fills in web form). Enable Fullscreen Mode – Displays the content in the full screen in web browser. Available only for the Get method. Do not show URL content – Check, if the Web resource result may be empty (e.g. missing address for Google maps). Field will be shown only in case any data is available.
- Save the resource.
- Add it to the form. Please click here for instructions.
# Tags
You can easily add existing fields to the link by pressing the # button. This will show a drop-down list with the list of available fields. You can then add any field into the link by clicking on its name. If you need to use # sign in the link, just press it twice. This will add the sign # into the link instead of selecting fields from the drop-down list.
Difference between Get and Post Method
You can create two types of fields by selecting the Method.
- Get method – is used for downloading external content, e.g. Google maps location
- Post method – is used for uploading content of the field to the external website, e.g. to fill web-form.
Configuration Example
Please check following configuration example for Google maps. It will show location of the Account.
- Name – give the field a simple, easily recognizable name, e.g. Google Map.
- URL – search, how you can create web links for the service (e.g. „Google maps link syntax“). Enter the link without parameters and add the desired parameters using # as mentioned above. To enter full address we are using fields City, Address and Country.
- Select method – as you want to download external content into Pipeliner, correct Method is Get.
- Enable Fullscreen mode – this will allow users to open and browse the map in the browser.
- Do not show URL – map will not be shown, if no address has been entered. If you not check this option, Pipeliner may display the error message or incorrect map location.
