Embed Widget

The embed widget allows you to view and interact with other apps and content in your processes, without having to leave your checklist.

If you’d like to add a Google sheet, an interactive map, an Airtable view or stream multimedia in your checklists, the embed widget lets you do just that.

Note: In order to add or edit the Embed widget in your templates, you must be an administrator or a member who has been given ‘can edit’ access by your administrator.

How to insert an embed into your template

It’s incredibly easy to add the embed widget into your template.

First up, you need to be in the template editor to add the embed widget. You can access this by clicking the cog next to a template’s name in your dashboard. Next, select ‘Edit this template’ from the right-hand menu.

Create an embed widget in your template by clicking or dragging and dropping the ‘Embed’ button from the right hand widget menu.

Next, you’re ready to add your embed link.

You’re going to need either the embed code from the content you want to share, or the URL. This varies from product to product, so be sure to test out which works for the content you’ve chosen.

We’ve added some notes on troubleshooting at the bottom of this article in case you hit a snag.

Once you’ve pasted the link into the Website Embed URL field in your template, you’ll see the content appear.

Save changes to your template, and hey presto! you have some great new content in your process. Easy isn’t it?!

Let’s take a look at some examples

Embed a Process Street checklist

  • Open up your template editor and click on the embed widget to drop it into your template
  • Go to your checklist and copy the URL
  • Paste the URL into the Embed URL field
  • Save changes to your template

Embed a Google sheet

  • Open up your template editor and click on the embed widget to drop it into your template
  • Go to your Google sheet and copy the URL
  • Paste the URL into the Embed URL field
  • Save changes to your template

Pro Tip: 

You can adjust the URL parameters when embedding a Google Sheet. Just add the parameters before #gid=0 at the end of the URL:

rm=minimal
rm=full
rm=embedded
rm=demo
rm=(render mode)
ui=2 (select the interface version)
chrome=false (full screen mode)
gid=24 (Which sheet you want to display)
widget=false
single=true
range=A2:AA26 Output=html
widget=false
width=(width)
height=(height)
frameborder=(size of border)
q=(Whatever) Search Query
viewer?
start=
channel=
ibd=
client=

Embed Calendly

  • Open up your template editor and click on the embed widget to drop it into your template
  • Go to Calendly and choose a meeting link to copy
  • Paste the link into the Embed URL field
  • Save changes to your template

Embed Airtable

  • Open up your template editor and click on the embed widget to drop it into your template
  • Open Airtable and click on ‘Share view’
  • Click ‘Embed this view on your site’ which opens up in a new tab
  • Copy the embed code
  • Paste the link into the Embed URL field in your template
  • Save changes to your template

Embed an interactive Google map

  • Open up your template editor and click on the embed widget to drop it into your template
  • Go to Google maps and click on the ‘Share’ button
  • Click on ‘Embed a map’
  • Copy the HTML code
  • Paste that code into the Embed URL field
  • Save changes to your template

Embed a Google doc

  • Open up your template editor and click on the embed widget to drop it into your template
  • Go to Google docs and find the document you’d like to embed
  • Copy the URL from your doc
  • Paste the link into the Embed URL field in your template
  • Save changes to your template

Troubleshooting

If you can’t see your content after pasting in the embed code or the URL, there are a couple of reasons why it isn’t working. One is that you need to find out if the URL works or if you need to use the full embed code. With some apps and sites, finding this out is a case of trial and error.

Another reason could be that whilst most websites and content creators allow you to embed their content elsewhere, some don’t. If you keep seeing an error message when trying to add your URL, it could be that it’s been blocked from sharing by the creator or the application itself.

If you need any help with this topic, you can reach out to our Customer Success team for support.

Learn more about how the other widgets work:


 

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