This article will show you how to embed your SCF Reporting Portal into your Municipal Websites Central site.
Who can use this feature?
Owner | System Administrator | Publisher | Author
Important Notes
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.
If residents are expected to sign in or submit requests as themselves, we recommend using a standard link or button to open the hosted portal directly.
If residents attempt to fill in the form without having signed in, when they are redirected to sign in at the end of the form submission, none of their request data will have been saved, forcing them to begin again.
Instructions
Sign in to your SeeClickFix 311 CRM site
Navigate to the Portal Settings page of your SeeClickFix 311 CRM site and click Embed and Share:
Copy the shareable URL from the Embed and Share page of your SeeClickFix 311 CRM Portal settings:
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:
On your Central website, make sure that Live Edit is turned On:
Navigate to the Page you wish to embed the Reporting Portal on and select the Widgets tab:
Drag and drop the Custom HTML widget into the desired location on your page:
Paste your Embed Code in the HTML field. Do not edit this code:
Select Done:
Note:
After you click Done, an Edit Custom HTML button will appear. This is not an error.
Select a Save option:
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
To view the Reporting Portal, open an incognito window in your browser, then copy and paste the URL of the page into the address bar:
