How to create a page embed widget

Version: Yurbi v12

Role: Agent or higher

Permission: Agent with modify access to the application


Overview

Page Embed Widget can be used to place a URL into the iframe of a dashboard. A common use case is having a web form, that has a link to the form which can be rendered and users can submit forms, etc., right from their dashboard. This type is very useful when placing a web file on the Yurbi server that has a custom visualization. If a developer builds a custom visualization it can be placed on the webfile in the Yurbi directory on the server and then link to it from there.  

1. Creating or Adding a Widget

Click on the Create a Widget button, located at the center of your dashboard.

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Click on the Add a Widget button, at the top-right corner of your dashboard.

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2. Setting Up the Report Widget

A pop-up on the right-side will appear where you can configure the widget you want to add.

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Enter your Widget Name

Select your Page Embed from the widget type drop-down menu.

Under Website URL, paste the website URL.

Under Widget Permissions, tick off the Hide Title in Widget to hide the widget name in the dashboard.

You can see at the right side the preview of your widget.

Click Save & Apply

The report will then appear in the dashboard.

 

Remember to save your dashboard for each changes you make!


And there you have it! You now know how to make a page embed widget!