Create and manage web tabs | Zoho Sprints Help

Create and manage 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.


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.


Alert

Points to remember while obtaining embed URL  

  1. Only websites with https protocol can be embedded in Zoho Sprints.
  1. 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.
  1. 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:
    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

Create web tab

To create web tab:
  1. Click the gear icon on the top-right corner. The Settings window will appear.
  2. Click Web Tabs under Workspace 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.
    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.
  8. Set Accessibility level for view access. This includes categories like profiles, user groups, and roles.
  9. Define the criteria based on the chosen accessibility level.

  10. Click Create. The web tab will be available on the listing page.

Alternatively, click the +Web Tab button when you access web tabs page.

Edit web tab

To edit web tab:
  1. Click the gear icon on the top-right corner. The Settings window will appear.
  2. Click Web Tabs under Workspace Settings. The web tab listing page will appear.
  3. Hover over the required web tab.
  4. Click the Edit link. The update web tab window will appear.
  5. Update the required fields.
  6. Click the Update button to save the changes.

Delete web tab

To delete web tab:
  1. Click the gear icon on the top-right corner. The Settings window will appear.
  2. Click Web Tabs under Workspace Settings. The web tab listing page will appear.
  3. Hover over the required web tab.
  4. Click the Delete link. A confirmation pop-up will appear.
  5. Clcik the Delete button. The web tab will be deleted.

Enable/Disable web tab

To enable/disable web tab, click the toggle switch. The web tab will be enabled or disabled accordingly. You can disable the web tab instead of deleting it, to hide it from view. This way you need not reconfigure it when you need it later.

Access web tabs

To access web tabs:
  1. Log in to Zoho Sprints.
  2. Click the Web Tabs option on the left-side navigation panel. (If the panel is hidden, click the expand icon.)
  3. Select the required web tab to access it.

Filter web tabs

You can apply advanced filters to filter and view select web tabs on the listing page. Use predefined quick filters or build your own filter use custom criteria. Learn more about filters.

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.
Notes
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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