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You can include a webpage on your Workfront dashboard.

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Administrator

01-03-2022

No need to navigate away, include a webpage on your Workfront dashboard. 


Are there numbers you pull from another system to include in Workfront custom forms? Do you want to make a Workfront request queue more accessible? Do your users regularly access a web-based document management system or wiki that contains needed project information?

Including URLs on a dashboard allows your users to navigate quickly and easily to live websites without leaving Workfront.

Before you jump into the setup, there are two conditions that must be met—the URL is encrypted (https) and the website must allow embedding as an iframe.

You may be asking, what is an iframe?

      “An iframe (short for inline frame) is an HTML element that allows an external webpage to be embedded in an HTML document. Unlike traditional frames, which were used to create the structure of a webpage, iframes can be inserted anywhere within a webpage layout.”

                                                                      


                           Source: https://techterms.com/definition/iframe


If the webpage doesn’t meet the criteria, it will not display in the Workfront dashboard. How do you know if it meets the requirements? You just have to try it out in a dashboard.

For more information about Workfront’s criteria, see Embedding External Web Pages into Dashboards.



Let’s add a Workfront request queue link to a dashboard for project managers, to enable them to quickly file deliverable requests as they’re managing their projects. This will save a few mouse clicks, because project managers won’t have to navigate away from the dashboard to another part of Workfront. Follow along with this video to see how this can be done.




Start by copying the request queue URL. If you want just to include just the general request area in the dashboard, navigate to the Requests area and copy the URL from the browser window.

To get the URL for a specific request queue:

  1. Click Requests in the navigation bar.
  2. Select the Request Type from the drop-down menu.
  3. Select from any additional drop-down menus that appear to get the exact type of request queue you want.
  4. Copy the URL from the browser window.

Continue by navigating to Reporting then Dashboards. Create a new dashboard or select the dashboard you want to add the external webpage to, and click Edit. At the bottom right of the dashboard setup window is the Add External Page link. Click this, then give the page a name and description. The name is what you’ll see on the dashboard, where you’d normally see a report name.


Then enter or paste in the URL for the webpage, which is your Workfront request queue. Be sure to save. Depending on your selected layout, move the URL around to a different spot on the dashboard, if desired. And since you’re already editing the dashboard, you can add or remove reports as needed.

Click Save + Close, and the dashboard loads automatically. Here’s your external URL—your request queue.

You can navigate the request page right in this frame—select a request type from the drop-down menu, fill out the request fields, etc. Once you submit the request, you can scroll back up in the dashboard and continue with your daily work.

For more information, see Embed a Request Queue into a Dashboard.


We want to know ...

Do you use external pages on dashboards? How have they helped you? Respond below in the comments with your suggestions, ideas and questions!