Embedding Options for Dashboards

To embed a dashboard on any page conveniently, use the Embed Code option. This allows you to copy and paste a simple HTML snippet to embed a dashboard or a view on your website page.

The embedded dashboard is displayed with specified user permissions but without action buttons and drill-down links. This 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.

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

You must also specify the Impersonate as user name. This option defines which 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 the 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 need to update the snippet code again.

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