How to embed content using iFrame

Our Content Widgets support iFrame HTML elements allowing you to bring in live data from external resources. Common use cases include Power BI Report, scheduling calendars, Excel sheets, PowerPoint slides, and reports from your supporting toolsets.

Content Widgets are available in

  • Personas
  • Reports
  • Projects
  • Proposals

Once your content widget is open, click the code view option, <>

With code view open, you can edit formatting created by the system editor or enter your own HTML instructions.

Be sure to click on code view again to exit.  It will display your content and then allow you to save.

 

To bring in external data, utilize the iFrame elements -

<iframe src="https://example.com" width="600" height="400"></iframe>

This is a sample embedding a YouTube video:

<p style="text-align: center;">

<iframe width="640" height="360" src="https://www.youtube.com/embed/b8YcEEE3aBE?&wmode=opaque&rel=0" frameborder="0" allowfullscreen="" class="fr-draggable"></iframe>

</p>

<ul>

<li>Three Main things to worry about with the 2023 Budget


<ul>

<li>THe Spikes for Chromebooks we need to smooth out</li>

<li>We have no planned 2024 yet</li>

<li>Note that we have a large project load in August, we will want to meet in July to discuss impact.</li>

</ul>

</li>

</ul>

The result looks like this:

 

This enhanced content will render every time the Content Widget is displayed.

You can use them in Templates and Personas to create standardized content.

If you want to use client-specific information, you can save it inside a Report or a Local Persona.

 

Many software platforms will generate the iFrame code and copy it to your clipboard for you.

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