How to Add a Sharepoint to a dashboard

In this post I'm going to be showing you how to add a Sharepoint to a dashboard in Softools. Something like this is great for adding in user guides and process documents straight to Softools. Please note to set up the correct security for your Sharepoint when doing this.

For a video on how to do this please see here - https://youtu.be/m8FMwcHh-zA

To add a Sharepoint to a dashboard in Softools you need to use an iFrame

To do this, first go to dashboards in app studio and add a new one, labelling it as you see fit – for this example I have simply used Sharepoint

For layout, click 1x1 (1 column and 1 row) and ensure you click “is global” if you want this to be seen on a homepage rather than a singular app.

Next you need to scroll down to dashboard layout and click the end button of </> as shown:

This allows you to use iFrames where you can embed URLs to access different websites through a Softools dashboard (other examples include YouTube videos)

Go to the website that you want to embed, in this example, Sharepoint.

Find the page in the Sharepoint you want the dashboard to open on, I’ve selected homepage and then copy the URL from the top.

Then paste in to the iFrame in the dashboard.

Select the required width and height (we suggest 1200 width and 1000 height) and then set the alignment to centre with a transparent background

Click save

Go to the homepage section of app studio

Create a new homepage and label it as you see fit

If you want the Sharepoint as your default homepage, click this button here:

At the bottom click the second button to use a dashboard

Select the dashboard you just created and save

Go to workspace, sign out and sign back in (for homepages this is required as you cannot simply resync it)

This should now be shown as the dashboard shown