Web Tabs

Web Tabs

Web tabs are used to access external web applications from Zoho Sprints. Web pages or applications that enable you to obtain an embed URL will support this function. All you need to do is get the embed or publish URL from the external source and create a web tab in Sprints. You and the users you intend will be able to view data from that source without having to navigate to it.

Supported plans: Premier and Zoho One

Apply view conditions and access restrictions

Web tabs feature comes with components that help you restrict accessibility and apply conditions for viewing data.
  1. You can add URL parameters that will help you filter data based on the predefined parameters that are available. For instance, you can specify the parameter value as Team Name and ensure data relevant to only that team is displayed in the web tab. Or, you can specify the parameter value as Current User and ensure data relevant to that user is only displayed. There are more such parameters to select from.
  2. If the predefined parameters do not meet your requirements, you can also define custom parameters to be more specific with the criteria for the view.
  3. You can restrict the view access to specific users, user groups, profiles, or roles.

Points to remember while obtaining embed URL

  1. Only websites with https protocol can be embedded in Zoho Sprints.
  2. There are websites or applications that do not support embedding their webpage in any other website to avoid clickjacking attacks. These cannot be added as web tabs in Sprints.
  3. Web tab will not embed a website or an application using a normal webpage URL. Please add the src URL from the iframe HTML.
    If the iframe HTML looks like this:
    <iframe src=" https://www.google.com/maps/embed?pb=!1m14!1m12!1m3!1d380208.6848505018!2d80.12372611997327!3d12.689440780097993!2m3!1f0!2f0!3f0!3m2!1i1024!2i768!4f13.1!5e0!3m2!1sen!2sin!4v1653542191196!5m2!1sen!2sin" width="600" height="450" style="border:0;" allowfullscreen="" loading="lazy" referrerpolicy="no-referrer-when-downgrade"></iframe>

    then use the src URL as shown below:

Manage web tabs

  1. Create web tab
  2. Edit web tab
  3. Delete web tab
  4. Access web tab
  5. Organize tab
  6. Enable/Disable web tab

To create web tab

  1. Click on the setup icon to navigate to the Setup page.
  2. Click Web Tabs under Team Settings.

  3. Click the Web Tab button. The Add Web Tabs window will appear.
  4. Enter a Name for the web tab.
  5. Select Location as Team or Project.
  6. Enter the embed publish URL of the external website or application.
  7. Enter URL, parameters, if applicable.
  8. Note :

    1. A parameter is a variable assigned to a value. The parameter name is the container and the value is the information contained in it. The parameter value is the information passed to fetch relevant data from the external application.
    2. We highly recommend that you do not add Personally Identifiable Information (PII) like email address, phone number, etc and electronic protected health information (ePHI) like emailed lab results, x-rays, etc as parameters.
  9. Set Accessibility level for view access. This includes categories like profiles, user groups, and roles.
  10. Define the criteria based on the chosen accessibility level.

  11. Click Add. The web tab will be available on the listing page.

To edit web tab

  1. Navigate to the web tab listing page.
  2. Hover on the web tab that needs to be edited. The edit icon will appear.

  3. Click on the Edit icon. The Edit Web Tab window will appear.
  4. Make necessary changes.
  5. Click the Update button to save changes.

To delete web tab

  1. Navigate to the web tab listing page.
  2. Hover on the web tab that needs to be edited. The delete icon will appear.
  3. Click on the Delete icon. A confirmation pop-up will appear.

  4. Click Yes, delete button. The web tab will be removed from the listing page and the associated data will also be permanently deleted.

To access web tab in team location

  1. Click on the Global View icon at the top right. A dropdown list of web tabs will appear.
  2. Select the tab that you want to view. The external webpage will load within Sprints.

To access web tab in project location

  1. Navigate to the required project.
  2. Click on the ellipsis icon present on the left menu list. The web tabs will be listed along with the rest of the modules.
  3. Select the tab that you want to view. The external webpage will load within Sprints.

To reorder modules in the left side menu

  1. Navigate to the required project.
  2. Click the ellipsis icon.

  3. Click Organize Tab . The Organize Tabs window will appear.

  4. Reorder the web tab that needs to be frequently accessed.
  5. Check the Apply changes to all the projects if you want the reordering to be applied to all the projects.

  6. Click the Save button. The change is applied.

To enable/disable web tab

  1. Navigate to the web tab listing page.
  2. Click the toggle button to enable or disable a web tab.

Widget Limits

Currently, Sprints has a cap on the number of widgets that can be added in project and team locations to govern the performance of the product. So, a maximum of 20 widgets is allocated for team location and 20 widgets for project location. You will get an alert when you've reached that limit.

Note: In case you want to add new web tabs, you can remove or disable existing widgets that are not in use to clear slots for the new ones.

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