Applies to

Smartsheet Advance Package

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

  • Open the sheet or report you want to display on the dashboard.
  • Publish the sheet or report if you haven’t already.
  • In the Publish Options form, select Get Link.

In the Embed Code section, copy the embed code (iframe). 

Forms

Get the URL of a form

  1. Open the sheet to which the form is connected.
  2. Select Forms > Manage Forms.
  3. Select the form you want to embed in your dashboard in the Forms dialog.
  4. Use the three-dot menu next to the form to select Copy Embed Code
Calendar App

Get the URL of a Calendar App

  1. In the toolbar, switch to Calendar View.
  2. In the address bar, copy the URL. 
Dynamic View

Get the URL of a Dynamic View*

  1. On the left navigation bar, select Launcher.
  2. Select Dynamic View.
  3. Open the view you want to embed in your dashboard.
  4. In the address bar, copy the view URL.

 

*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:

  • Current user’s profile page
  • Specific user’s profile page
  • People page
  • Schedule
  • Project Portfolio page

Get the URL of other Resource Management pages

  1. Sign in to Resource Management.
  2. Go to the page you want to embed or copy the following URLs:
    • Current user’s profile page: rm.smartsheet.com/me
    • Specific user’s profile page: rm.smartsheet.com/users/[7-digit ID]
       
      When you go to a specific user’s page, you’ll see a unique 7-digit ID at the end of their page’s URL.
    • People page: rm.smartsheet.com/people
    • Schedule: rm.smartsheet.com/plan
    • Project Portfolio page: rm.smartsheet.com/projects
    • Analytics page: rm.smartsheet.com/analytics
    • Reports: rm.smartsheet.com/report
Resource Management reports

Get the URL of a Resource Management report

  1. Sign in to Resource Management.
  2. Go to the Analytics tab or your profile page to open the report.
  3. Select the report you want to embed on your dashboard.
  4. In the report, select Share.
  5. In the box that appears, copy the report URL.

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

VimeoURLs

Use these resources to learn how to embed Vimeo content in your Smartsheet dashboard:

YouTubeURLsThe YouTube Help Center can help you understand how to embed videos and playlists in your Smartsheet dashboard.
Google

Embed the following Google content in your dashboard:

  • Google Docs
  • Google Slides
  • Google Sheets
  • Google Maps
  • Google Calendar

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:

  • Microsoft PowerPoint Online
  • Microsoft Excel Online
  • Microsoft Word Online
  • Bing Maps
  • Microsoft Power BI
  • SharePoint

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 CloudEmbed URLs

Read the following steps to learn how to embed Adobe XD prototypes in your dashboard:

Set access permission for shareable links

DomoEmbed URLsCheck out Domo’s Knowledge Base to learn how to embed Domo content in your dashboard.
LucidchartEmbed URLsCheck out Lucidchart’s Help center to learn how to embed your Lucidchart content in your dashboard.
PreziEmbed URLsCheck out Prezi’s Support Center to learn how to embed your Prezi Present content in your dashboard.
MapslyEmbed URLsMapsly is an interactive map with your Smartsheet data that can be embedded into a Smartsheet dashboard. (Learn how here.)
FigmaEmbed URLs

Use these resources to learn how to embed content from Figma

Embed files and prototypes

Miro boardsEmbed URLsReview How to embed Miro boards
LucidsparkEmbed URLsUse 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:

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.

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