Embed a SCF Reporting Portal on a Web Central Site

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This article will show you how to embed your SeeClickFix 311 CRM (SCF) Reporting Portal into your Web Central site.

Who can use this feature?

Owner | System Administrator | Publisher | Author

Important Note:

If your site does not currently have Always SSL enabled, it is recommended that you enable Always SSL after identifying and addressing mixed content. Learn more about that in the Mixed Content Overview article.

Instructions

  1. Navigate to the Portal Settings page of your SeeClickFix 311 CRM site and click Embed and Share:embed and share button in the top right corner of the page

  2. Copy the shareable URL from the Embed and Share page of your SeeClickFix 311 CRM Portal settings:copy embed code button under the embed code script

    Note:

    Frame size can be adjusted in the Embed Options below. Default is Responsive Width (width=100% height=600px) but can be customized by selecting Fixed Size:
    embed options including reesponsive width options and fixed size options

  3. On your Web Central site, make sure that Live Edit is turned On:live edit is on tab in the navigation header at the top of the page

  4. Navigate to the Page you wish to embed the Reporting Portal on and select the Widgets tab:widgets tab in the left-hand vertical navigation

  5. Drag and drop the Custom HTML widget into the desired location on your page:custom html button highlighted and moved to a different part of the page , signifying drag and drop

  6. Paste your Embed Code in the HTML field. Do not edit this code:html code field with embed code pasted within it

  7. Select Done:the done button below the embed code field

    Note:

    After you click Done, an Edit Custom HTML button will appear. This is not an error. The Reporting Portal will not show on the back end of your site:
    edit custom HTML button

  8. Select a Save option:save or save as copy buttons on the top navigation menu

    • Save: Save the page as a draft

    • Save and Publish: Save and publish the page on the live site.

      Note:

      Appears on a draft page

    • Save as Copy: Save the page as a copy of the existing page

  9. Preview your page to view the Reporting Portal:Reporting Portal highlighted on a preview page