How to Work with Custom iframes within Dashboards

Dashboarding is a powerful tool to display information to your clients - and sometimes, you may need to reach into other tools to bring in valuable information.

For that, you must turn to the HTML widget within the dashboards.

Note: This article is specifically for iframes, so it'll be light on instructions on how to set up dashboards in totality. If you're looking for more general help on creating and setting up dashboards, see this article.

Step 1 - Create the Dashboard(s)

1. The dashboard is nothing more than a frame that holds together multiple widgets/gauges. The first step is to create the dashboard, either locally on a specific company's account or within Partner > Content with a dashboard content package.

Step 2 - Add the HTML widget

1. Once the dashboard has been created, use the Edit button to open the Dashboard Elements panel.
2. Add the HTML widget from the list of available widgets.
   • It is listed under the Miscellaneous section.
     
3. Once the widget has been placed on the dashboard, you can re-arrange and re-size it as you see fit, as long as the Dashboard Elements panel is open.

Step 3 - Add the iframe Code

Once the widget(s) are added, you'll need to insert the iframe code within the widget. To access the code:

1. Use the 3 blue dot menu at the top right of the widget to select the Settings option
2. Select the HTML editor option (</>) to access the code view
   
3. Enter in your HTML code and press the same HTML code button to save it. Once the code is saved, you will see a preview of it working back in the main editing menu. 
   • (Optional) Here is a copy of simple HTML code that will work for most iframes. Just remember to replace the link portion with the data source you wish to add in:

<p>
<iframe width="100%" height="750" src="YourURLSourceGoesHere" frameborder="0" allowfullscreen="true"></iframe>
</p>

• If you're creating this widget locally (within a specific company account, select the Save button to finalize the HTML widget/dashboard.
  
  
• If you're creating with widget within Partner > Content, swap to the Details tab of the dashboard and select Submit to finalize the HTML widget/dashboard.