How to integrate your Boardly dashboard via iframe

Steps to integrate your dashboard

On your dashboard, click the "More" button and click on "Embed"
You will see two integration options:
- Integration link
- Iframe code

Integration Options

1. Integration Link

Perfect for quick integration, especially in tools like Google Sites.

Copy the provided integration link
Paste it into your tool of choice (e.g., Google Sites)
Follow the tool's instructions to integrate the link

2. Iframe Code

For more customized integration in your own HTML code.

Copy the provided iframe code
Paste it directly into your HTML code where desired
Adjust iframe attributes if needed (width, height, etc.)

Pre-configuring Dashboard Filters

Learn how to set up default filters and control filter visibility for your embedded dashboard

Setting Default Filters

You can pre-configure which data appears in your dashboard by setting default filters:

Click on the "Filters" menu below the URL / code to open the filters section
Configure your filters by selecting values for each column
The URL will automatically update to include your filter settings

Filter panel showing column filter options

Locking the Filter Bar

You can prevent users from modifying filters by hiding the filter bar:

Configure your desired filters first
Look for the 'Lock all filters' button at the top of the filters panel
Enable the toggle to hide the filter bar in the embedded view
Copy the URL or embed code which now includes your filter configuration

Lock filters toggle button in the filters panel

Users won't be able to see the filter bar when filters are locked, ensuring they see exactly the data you've configured

Warning

Some websites (like Google Sites) may limit iframe navigation. In this case, authentication might not work, and you'll need to make your dashboard public to display it.

Tips for Successful Integration

Make sure your dashboard is properly configured before integration
Test the integration in a development environment before publishing
Adjust the iframe size to fit your layout

Tip

If you encounter display or authentication issues, try making your dashboard public first. If the problem persists, contact Boardly support for assistance.

Next Step

Configure Filters

Learn how to configure filters to allow users to efficiently filter your dashboard data.