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, another Process Street checklist, an interactive map, an Airtable view or stream multimedia in your checklists, the embed widget lets you do just that.

Users: 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.

Using the embed widget

To have embedded content or apps appear in your checklists, you first need to add the embed widget into your template.

Start from your template dashboard and look for your chosen template. Click the three dots next to the template’s name and then click “Edit template” from the right-hand menu.

Inside the template editor you will see the </> Embed widget in the content section on the right-hand side. Click on it, or drag and drop it into place in the center of your screen.

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

You’re going to need either the embed code or the URL from the content you want to share. 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 you have some great new content in your process.

More examples

Embed a Process Street checklist or template

  • Open up your template editor and click on the embed widget to drop it into your template
  • Go to your checklist or template 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’ then ‘Create a shareable table 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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