Add Interactive Content to a Dashboard With the Web Content Widget

Turn your dashboards into interactive hubs—add live, actionable content for your team (Tableau charts, Smartsheet Forms, YouTube videos, and more) with the Web Content widget. For example, the Web Content widget allows you to embed a Smartsheet form, so that shared collaborators can make submissions directly from the dashboard. (More information on forms.)

widget picker

NOTE: Dashboards are available to Business plans and higher. The Web Content widget type is not available with the Trial version of Smartsheet. For more information about which features are included with which plan types, see the Smartsheet Pricing page.


Add Live Web Content

To add a URL or to embed code to the widget, you must have Admin-level sharing access to the dashboard. Once web content is added, you'll see it inside the dashboard in a familiar widget format. (For more information about editing dashboards, see Edit a Dashboard.)

Use the steps below to make the widget look the way you want.

To do thisFollow these steps
Add a title to the widgetCheck the box next to Display Title
Add a URL or embed code to the widgetClick Select URL and then enter the URL or embed code of the content you would like to display and click OK.

 

NOTE: A System Admin can manage whether or not the widget is enabled for everyone on the account (See Manage Global Account Settings for more information on features that can be changed for a multi-user account).

To manage this setting, select Account icon (upper-left corner) > Account Admin, and then click Account Settings on the left panel of the Account Administration form. The Web Content widget is listed under Feature Enablement.

Embed a Smartsheet Form 

Use the Web Content widget to allow others to make submissions from a related form without having to leave the dashboard.

To embed a form:

  1. Open the sheet that has the form you want to embed in your dashboard.
  2. Click Forms > Manage Forms. 
  3. Copy the URL link to the form.
  4. Navigate to your dashboard and select Edit > Add Widget > Web Content.
  5. Paste the link into the Web Content field.

TIP: Set your form to refresh after submission so that people can use the form to submit multiple items. For more information about how to do this, see "Control Form Display and Submission Options" in Collect Information with a Form.

Embed Enabled Web Content

Here's a list of approved domains for embedding content from the Web:

  • Adobe XD Creative Cloud
  • Bing Maps
  • Domo
  • Google Docs
  • Google Maps
  • Google Sheets
  • Google Slides
  • Lucid Chart
  • Microsoft Excel Online (Office 365)
  • Microsoft PowerPoint Online (Office 365)
  • Microsoft Word Online (Office 365)
  • PowerBI
  • Prezi
  • Smartsheet Calendar App (learn more about the Calendar App)
  • Smartsheet Forms
  • Smartsheet Published Sheets 
  • Tableau Online
  • Vimeo
  • YouTube

NOTE: If you would like to request a domain to be approved, please fill out this form

Web Content Behavior in the Smartsheet Mobile App

Embedded content is not viewable from the Smartsheet mobile app, but it is accessible as a link. The Web Content widget appears on the mobile app as an icon or logo for identified content providers such as YouTube, Vimeo and Smartsheet. Unidentified content providers appear as a link icon with a URL of the content below.

NOTE: To access the information, tap the widget to open the linked content in an external browser or app, if installed. 


Source Specific URLs to Embed in a Web Content Widget

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.

IMPORTANT: 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.
 

Video Media Content

Vimeo

  1. Go to the video that you want to embed
  2. Click the paper airplane icon on 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 click Share.
  2. Click Embed, and copy the iframe code. 
  3. Paste the code into the Web Content widget field.

    TIP: You can add "?rel=0" to the end of the URL portion of the iframe code to prevent YouTube from suggesting other videos after the embedded video has played. For example:

    <iframe width="560" height="315" src="https://www.youtube.com/embed/7SKHvDoisx4?rel=0" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>

Published Smartsheet Items

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

Paste the embed code into the Web Content widget field to display the published item in a dashboard.

Google

    Google Docs, Slides, and Sheets

    1. Navigate to the Google doc, presentation, or sheet that you want to embed.
    2. Select File > Publish to the web.

      If the content is currently unpublished, click Publish.
    3. To restrict the Google content, check the "require viewers to sign in" box.

      Those who do not have permission to view the content will see a blank widget.
    4. Copy the embed code and paste it into the Web Content widget field.

    Google Maps

    Please use the steps in the "Embed a map or directions" section of the Share 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. Click Embed on my site
.
    4. Copy the embed code and paste it into the Web Content widget field
.

    Microsoft

    IMPORTANT: With Office 365 applications, if you embed one piece of content as both restricted and public in separate widgets in one or more dashboards, the content will revert to the public setting in all instances according to Microsoft's permission settings.

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

    • Use the code from the Share > Embed section for all instances of the content.

      -or-
    • Create a copy of the content and extract a separate public link by clicking Share > Share with People so 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 the File tab, click Share > 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 the File tab, click Share > Share with People.
      3. Click Copy 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 the File tab, click Share > 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 the File tab, click Share > Share with People.
      3. Click Copy 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 to File > Share, and click Embed.
      2. Click Generate.
      3. Click the arrow next to Interaction to 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 the File tab, click Share > Share with People.
      2. Click Anyone with this link can edit is selected in the box and click Apply.

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

      Bing Maps

      1. In the top bar, click More > Share.
      2. Click Embed.
      3. Change options as desired, and click Generate Code.
      4. Copy the embed code and paste it into the Web Content widget field.

      Microsoft Power BI

      1. Go to a workspace and then to the report that you can edit that you want to embed. 
      2. Click File > Publish to Web.
         
        NOTE: Depending on your BI configuration, you may have to instead click Create Embed Code and select Publish.
         
      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-prem is not supported).

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

      NOTE: The Web Content widget accepts iframe code only—the embed code will include a <script> tag.

      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 the Share icon in the upper-right corner.
        3. Click Publish Prototype.

          NOTE: In the Publish Prototype window, you have the option to add a password to further secure your file.
           
        4. Click Update.
        5. Click the iframe </> 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 the Sharing icon.
        3. Click Embed Card.
        4. Copy the iframe code and paste into the web content widget field.

        Lucid Chart

        1. Navigate to the Lucid Chart content you want to embed.
        2. Click Share > 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. Click Embed.
        3. Copy the code and paste into the web content widget field.
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