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:The Embed and Share Button on the Portal Settings page of SeeClickFix 311 CRM.

  2. Copy the shareable URL from the Embed and Share page of your SeeClickFix 311 CRM Portal settings:The Copy Embed Code Button on the Web Portal Settings page of SeeClickFix 311 CRM.

    Note:

    Frame size can be adjusted in the Embed Options. Default is Responsive Width (width=100% height=600px) but can be customized by selecting Fixed Size:
    The Embed Options radio button and fields in SeeClickFix 311 CRM.

  3. Sign in to your Web Central site

  4. On your Web Central site, make sure that Live Edit is turned On:The Live Edit status icon set to ON on the Administrative User dashboard bar.

  5. Navigate to the Page you wish to embed the Reporting Portal on and select the Widgets tab:The Live Edit tabs with the Widgets tab highlighted.

  6. Drag and drop the Custom HTML widget into the desired location on your page:The Custom HTML widget being drag-and-dropped onto a page.

  7. Paste your Embed Code in the HTML field. Do not edit this code:Custom HTML pasted into a Custom HTML widget on a page.

  8. Select Done:The done button of the Custom HTML Widget when the widget is in editing mode.

    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:
    The Edit Custom HTML button of the Custom HTML widget, which allows for editing of the widget contents.

  9. Select a Save option:The Save and Save as Copy buttons for saving page changes.

    • 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

  10. Preview your page to view the Reporting Portal:The SeeClickFix 311 CRM reporting portal embedded on a page.