Page Comparison

Not only can you define a tab on the Pulsar home page, but you can define a button on a particular record, so that the user can open a custom webapp from a particular record.

The advantage of this is that the Record ID will be passed as an argument to the webapp which can then be used to look up relevant information and display (without the user having to specifically select the record).

Here is how you can configure Pulsar Settings to show your webapp from a record.

Let's say we wish to display the custom webapp from an Account object. (Note that it could be displayed on any object – just replace Account in the following examples with the API name of any object). 

1. Find the Id of the document you wish to display on the Account page. The easiest way is to navigate to the document in the content libraries and record the DocumentID from the URL in the browser’s navigation bar.

2a. Add a Pulsar Setting with the following key and use the DocumentID as the value. Additional documents may be added to the setting, one per line or separated by commas.

2b. If you would like to restrict this functionality to only certain record types (for example, a record type with developer name 'Account_Type_1'), you would use the following syntax for the key.

3. Optional – Attach a new image as icon on doclist.

The record Id is passed to the webapp using URL query parameters. The parameter name is ref_id and it is accessed from Javascript based on the URL string. See the following example:

function getQueryVariable(variable) {
    var query = window.location.search.substring(1);
    var vars = query.split("&");
    for (var i=0; i<vars.length; i++) {
        var pair = vars[i].split("=");
        if (pair[0] == variable) {
            return pair[1];
        }
    }
}
var objectId = getQueryVariable("ref_id");