Gilt für

Smartsheet Advance Package

Benutzerdefinierte Inhalte in Dashboards und WorkApps einbetten

PLANS

  • Smartsheet Advance Package

Enhance your dashboards by embedding interactive content such as videos, charts, docs, and more in a Web Content widget. Use the information here to obtain the right embed codes and URLs for these sources, bringing your desired content into a dashboard.

To successfully embed information from external sources, make sure that you have the correct link or embed code. Below you'll find steps on how to obtain this from various sources.

Certain applications require that you publish content to the web in order to obtain the required embed code. This means that you may expose otherwise private documentation to anyone who obtains the link.

Please consider the security and privacy of your files before going through the steps below and test the privacy settings of Web Content widgets in your dashboard in a separate window (preferably incognito) with the share link before sharing your dashboard with others. Some browsers, such as Chrome, may require third party cookies to be enabled in incognito to properly view embedded content such as published Word docs.

Video Media Content

Vimeo

  1. Go to the video that you want to embed.
  2. Click thepaper airplane iconon the right side of the video player.
  3. Copy the embed code, embed link or URL and paste it into the Web Content widget field.

YouTube

  1. Navigate to the video you want to embed and clickShare.
  2. Click Embed, and copy the iframe code.
  3. Paste the code into the Web Content widget field.

您可以添加”?rel = 0”的URL部分of the iframe code to prevent YouTube from suggesting other videos after the embedded video has played. For example:

Smartsheet

Paste the embed code (iframe) or publish URL of a Smartsheet item into the Web Content widget field to display it in a dashboard.

Sheet and Report

You can use the Web Content widget to include published Smartsheet items in a dashboard. For more information about publishing Smartsheet items, seePublish a Sheet, Report, or Dashboard.

Form

Paste a Smartsheet form URL into the Web Content widget field to embed it in your dashboard.

You’ll see better results from pasting a form URL into the Web Content widget field as opposed to an embed code (iframe).

Dynamic View

You can copy and paste the URL of a Dynamic View into a Web Content widget.

You must share both the dashboard and the underlying Dynamic View to anyone that you want to see the embedded dynamic view.
(Learn more about the Dynamic View app.)

  1. Sign in to Dynamic View.
  2. Navigate to the Dynamic View you want to embed.
  3. Copy the URL of that view from your browser and paste the URL into the Web Content widget field.

10,000ft by Smartsheet

Embed 10,000ft views, such as saved reports, by pasting the address URL of the view into the Web Content Widget. For example:

  1. In a 10,000ft report, select the Share button, and copy the URL
    Share Report
  2. In your dashboard, paste the URL into the Web Content widget field

- In order to see the view in your dashboard, dashboard viewers must have a 10,000ft license.

- You may need to first sign out and then sign back in to 10,000ft to access the view in the dashboard.

In addition to reports, the following 10,000ft views are also supported:

  • Current User’s Profile Page
    • app.10000ft.com/me
  • Specific User’s Profile Page
    • app.10000ft.com/users
  • People Portfolio
    • app.10000ft.com/people
  • Schedule
    • app.10000ft.com/plan
  • Project Portfolio
    • app.10000ft.com/projects
  • Analytics Page
    • app.10000ft.com/analytics
  • Reports
    • app.10000ft.com/report

Google

    Google Docs, Slides, and Sheets

    1. Navigate to the Google doc, presentation, or sheet that you want to embed.
    2. SelectShare, and click onGet link.
    3. Copy the embed link and paste it into the Web Content field.

    Google Maps

    Please use the steps in the "Embed a map or directions" section of theShare a map or directions with others Google help article.

    Google My Maps

    1. Visit the Google My Map that you want to embed.
    2. Click the three dot menu that is next to the Map title.
    3. ClickEmbed on my site.
    4. Copy the embed code and paste it into the Web Content widget field.

    Google Calendar

    Please use the steps in the "Embed a calendar on your website" section of theAdd a Google calendar to your website.

    Microsoft

    With Office 365 applications, if you embed one piece of content as both restrictedandpublic in separate widgets in one or more dashboards, the content willrevert to the public settingin all instances according to Microsoft's permission settings.

    To keep your content private, do either of the following:

    • Use the code from theShare>Embedsection for all instances of the content.

      -or-
    • Create acopyof the content and extract a separate public link by clickingShare>Share with Peopleso that you can maintain one private and one public version.

    To confirm that your content is at the proper security setting before sharing it widely, test your dashboard by publishing it and viewing it in an Incognito browser window or by sharing it to another Smartsheet account.

      Microsoft PowerPoint Online

      To have your content restricted to those in your organization who you specifically grant access to:

      1. Open your presentation in PowerPoint Online.
      2. On theFiletab, clickShare>Embed.
      3. Copy the embed code and paste it into the Web Content widget field.

      To embed for any viewer shared to the dashboard to see:

      1. Open your presentation in PowerPoint Online.
      2. On theFiletab, clickShare>Share with People.
      3. ClickCopy Link.
      4. Paste the link into the Web Content widget field.

      Microsoft Excel Online

      To have your content restricted to those in your organization who you specifically grant access to:

      1. Open the Excel Online file that you want to embed.
      2. On theFiletab, clickShare>Embed.
      3. Copy the embed code and paste it into the Web Content widget field.

      To embed for any viewer shared to the dashboard to see:

      1. Open the Excel sheet in Excel Online.
      2. On theFiletab, clickShare>Share with People.
      3. ClickCopy Link.
      4. Paste the link into the Web Content widget field.

      Microsoft Word Online

      To have your content restricted to those in your organization who you specifically grant access to:

      1. Go toFile>Share, and clickEmbed.
      2. ClickGenerate.
      3. Click the arrow next toInteractionto make some choices about what people can do with the embedded view of the document.
      4. Copy the embed code and paste it into the Web Content widget field.

      To embed for any viewer shared to the dashboard to see:

      1. On theFiletab, clickShare>Share with People.
      2. ClickAnyone with this link can editis selected in the box and clickApply.

        NOTE: This will not let people edit your document in a dashboard; itwillensure that all dashboard viewers can see the document.
      3. ClickCopy Link.
      4. Paste the link into the Web Content widget field.

      Bing Maps

      1. In the top bar, clickMore>Share.
      2. ClickEmbed.
      3. Change options as desired, and clickGenerate Code.
      4. Copy the embed code and paste it into the Web Content widget field.

      Microsoft Power BI

      Microsoft has released a secure publish option, seethis Microsoft blog articlefor more information.

      1. Go to a workspace and then to the report that you can edit that you want to embed.
      2. ClickFile > Publish to Web.

        NOTE: Depending on your BI configuration, you may have to instead clickCreate Embed Codeand selectPublish.
      3. Copy the embed code or link provided and paste it into the Web Content widget field.

      Tableau

      Tableau Online Embedding is supported from the cloud Tableau Online app only. Tableau on a self- hosted server and Tableau public links aren't supported.

      1. Go to the Tableau content that you want to embed and clickShare.
      2. Select the link not the embed code.

      The Web Content widget accepts iframe code only—the embed code will include a

      To customize which charts you want visible, you can resize the widget. If a chart is on the bottom, to make this specific chart the only visible one, you can edit the Tableau dashboard itself and move that chart to the top.

        Adobe XD Creative Cloud

        1. Open the Adobe file that you want to embed.
        2. Click theShare iconin the upper-right corner.
        3. ClickPublish Prototype.

          NOTE: In the Publish Prototype window, you have the option to add a password to further secure your file.
        4. ClickUpdate.
        5. Click theiframe > icon.
        6. Paste the code into the Web Content widget field.

        Domo

        1. Navigate to the Domo visualization that you want to embed.
        2. Click theSharingicon.
        3. ClickEmbed Card.
        4. Copy the iframe code and paste into the Web Content widget field.

        Lucidchart

        1. Navigate to the Lucidchart content you want to embed.
        2. ClickShare > Embed.
        3. Copy the code and paste into the Web Content widget field.

        Prezi

        1. Navigate to the presentation that you want to embed.
        2. ClickEmbed.
        3. Copy the code and paste into the Web Content widget field.
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