Applies to
Capabilities
Who can use this capability
- Owners
- Admins
Embed custom content in dashboards, collections in workspaces, and WorkApps
Embed Smartsheet items and external content in your dashboards using the web content widget, in collections via the Smartsheet Content or Links tabs, and in WorkApps to customize what you share with collaborators.
Who can use this?
Plans:
- Smartsheet Advance Package
Permissions:
- Owners
- Admins
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
Embed content
Smartsheet content
You can embed Smartsheet content in your dashboards, collections, and WorkApps. The following table provides instructions on how to embed each item.
Item | How to embed it |
|---|---|
| Sheets and reports | Get the URL or embed code of a sheet or report
In the Embed Code section, copy the embed code (iframe). |
| Forms | Get the URL of a form
|
| Calendar App | Get the URL of a Calendar App
|
| Dynamic View | Get the URL of a Dynamic View*
*You must share the dashboard and the underlying Dynamic View to anyone who should access the embedded dynamic view. |
Resource Management pages Embed the following Resource Management pages in your dashboard:
| Get the URL of other Resource Management pages
|
| Resource Management reports | Get the URL of a Resource Management report
If you want to embed the Analytics page, copy the previous section's URL. |
To see the view on your dashboard, dashboard viewers must have a Resource Management account.
To access the view on your dashboard, you may need to sign out from and then sign in again to Resource Management.
External content
When you add external content to a collection, use an embed link if one is available. Standard links may not always work. See below for some guidance on how to get embed links for different sources.
The following table provides an overview of the external content you can embed and instructions on how to do it.
External source | Content to embed | How to embed content into Smartsheet |
|---|---|---|
| Vimeo | URLs | Use these resources to learn how to embed Vimeo content in your Smartsheet dashboard: |
| YouTube | URLs | The YouTube Help Center can help you understand how to embed videos and playlists in your Smartsheet dashboard. |
Embed the following Google content in your dashboard:
| To get the URL of a Google file, calendar, or map Use these resources to learn how to embed content from Google: | |
| Microsoft | Embed the following Microsoft content in your dashboard:
| To embed your Microsoft files in a dashboard Use these resources to learn how to embed content from Microsoft:
To embed Bing Maps in your dashboard Microsoft Power BI Review how to embed Microsoft Power BI reports in your dashboard. |
| 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. Web content widgets on Smartsheet dashboards accept iframe codes only. The embed code will include a <script> tag. | To customize which Tableau charts you want visible Resize the widget. If a chart is at the bottom, edit the Tableau dashboard itself to make that specific chart the only visible one. Then, move that chart to the top. To embed Tableau content in your dashboard Check out the Embed Views and Metrics page in Tableau Help. |
| Adobe XD Creative Cloud | Embed URLs | Read the following steps to learn how to embed Adobe XD prototypes in your dashboard: |
| Domo | Embed URLs | Check out Domo’s Knowledge Base to learn how to embed Domo content in your dashboard. |
| Lucidchart | Embed URLs | Check out Lucidchart’s Help center to learn how to embed your Lucidchart content in your dashboard. |
| Prezi | Embed URLs | Check out Prezi’s Support Center to learn how to embed your Prezi Present content in your dashboard. |
| Mapsly | Embed URLs | Mapsly is an interactive map with your Smartsheet data that can be embedded into a Smartsheet dashboard. (Learn how here.) |
| Figma | Embed URLs | Use these resources to learn how to embed content from Figma |
| Miro boards | Embed URLs | Review How to embed Miro boards |
| Lucidspark | Embed URLs | Use these resources to learn how to embed a Lucid document |
Data security best practices
- Consider the security and privacy of your items.
- Use the correct link or embed code to successfully include external sources.
- For forms, use the form URL instead of an embed code (iframe).
- Remember that you may need to publish content to the web to get the required embed code for some applications. This may expose private documentation to anyone who has the link.
- Use the share link and an incognito window to test the privacy settings of web content widgets in your dashboard.
- Some browsers, such as Chrome, may prompt you to enable third-party cookies in incognito mode to view embedded content, such as published Word docs, properly.
Double-check the privacy settings of content in any Microsoft 365 app
Let's say you have a Microsoft 365 file with restricted settings on one dashboard. Then, you use the same Microsoft 365 file on a separate dashboard but with enabled public settings. The Microsoft file 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 embed code for all instances of the content.
- Create a copy of the content and extract a separate public link, 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 sharing it to another Smartsheet account.