Embedding Option for Views

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

The embedded view is displayed using specified user permissions but without action buttons and drill-down 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 view and check the Enable Embedding property in the Advanced Options section.

Embed code

When enabled, the system will provide you with an 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 in this view 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 view settings.

After placing the 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 need to update the snippet code again.

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