Embedding Option for Dashboards

To embed a dashboard on arbitrary page in a handy way, use the Embed Code option. It allows you to copy/paste simple HTML snippet to embed a dashboard or a view on your website page.

The embedded dashboard is displayed using specified user permissions but without action buttons and drilldown links. It means that users or visitors will not be able to edit or delete records on the website page, but they will be able to view these records.

To make the adjustment you should edit the existing dashboard and check the Enable Embedding property in the Advanced Options section.

Dashboard Embedded Code.png

When enabled, the system will provide you with HTML snippet code to place on your website page.

Also, you must specify the Impersonate as user name. This option defines what records are visible to website visitors. It means that if records listed on this dashboard are visible to the specified user, such records will be visible to the webpage visitors.

So, copy the embedded code and save changes. It is important to keep the generated code in the dashboard settings.

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

Unlike the 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 dashboard/view 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.

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