How to Embed Dynamic User and Location Data in Dashboard Iframes
Embedding Dynamic Content in Your Dashboard
You can customize embedded iframe content on your sub-account dashboard by automatically inserting dynamic data, such as user details or location information. This allows the embedded application to display personalized content based on the current user or sub-account.
Steps to Add a Dynamic Iframe
Step 1: Enter Edit Mode
Open your sub-account dashboard and activate Edit mode to modify its layout.
Step 2: Access the Objects Menu
While in Edit mode, locate and select the Objects section from the available options.
Step 3: Select the Embed Object
From the Objects menu, choose the Embed option to add an iframe to your dashboard.
Step 4: Enter the Base URL
In the provided field, type the URL of the external content you wish to embed.
Step 5: Add Dynamic Parameters
Append parameters to the URL to pass specific data to the embedded application. You can use placeholder tags that the system will replace with actual values when the dashboard loads.
Step 6: Use Dynamic Placeholders
To inject dynamic data, include placeholders directly in the URL. For location-specific data, use tags like {{location.id}} or {{location.name}}. For example, a URL might look like: https://example.com/path/{{location.id}}/page. When viewed, the placeholder will be replaced with the actual sub-account ID.
Available Dynamic Properties
You can use a variety of user and location properties within your URL placeholders.
User Properties
Replace {{user.property}} with any of the following supported user properties:
- companyId
- phone
- role
- type
- firstName
- lastName
- name
- fullName
For instance, to pass the user's first name, you could construct a URL like: https://yourwebsite.com/?user={{user.firstName}}.
Location Properties
Use {{location.id}} for the sub-account identifier or {{location.name}} for the sub-account name.