While ago we added HTML5/JavaScript option to the web-to-record form. Today, we have extended TeamDesk views and dashboards with option to embed them on arbitrary page which allow you to copy/paste simple HTML snippet to embed them to your website page.

Views and dashboards now have “Enable Embedding” property in the “Advanced Options” section.

When enabled, system will ask you to specify “Impersonate As” user and will provide you with HTML snippet code to place on your website page.

<!-- Insert the code below the point you want to embed the view to -->
<script src="https://www.teamdesk.net/secure/embed.js"

It will display view/dashboard using specified user permissions but with action buttons and drilldown links removed.


After placing snippet code on your website page, please feel free to alter view/dashboard settings as needed. All subsequent changes will be automatically handled – there is no needs to update snippet code again.

Unlike “Public User” option that uses <iframe> for integration with web page, the script code you embed to your web page bootstraps all necessary components and render view/dashboard directly into your web page. Since there is no way to manipulate the snippet code to access other part of your database, it is also more secure option.