How to Add a One Drive File to a dashboard

In this post I'm going to be showing you how to add a One Drive File to a dashboard in Softools. Something like this is great for adding in user guides and process documents straight to Softools. Please note that this can only work for person files, you can not embed an iFrame from a work environment.

Here is a Youtube video going through the process - https://www.youtube.com/watch?v=EEu6nMVR8LQ

To add a One Drive File 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 One Drive

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, One Drive.

Select the document/file you want in the dashboard and then select the embed option at the top of the screen:

A pop out will appear where you can see a preview of the iFrame and the URL. Copy the URL.

Then paste in to the iFrame in the dashboard and keep only the part which is contained between the two quotation marks after src=.

Select the required width and height (we suggest 1200 width and 800 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 One Drive 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

Official comment

Max Bateson

10 October 2022 13:42
Edited

Hi Marie,

This looks to be for a sharepoint, please look at this new post I have just created on how to add a SharePoint - How to Add a SharePoint a dashboard – Softools

Please also make sure you are logged into an account that has been given visibility of the file you are sharing

Marie-Ange Solas

19 September 2022 09:52

Impossible?

How to Add a One Drive File to a dashboard

Comments

Didn't find what you were looking for?