How To Embed a Request Form in a Dashboard

An intake form can be embedded directly into a dashboard making it simple for the dashboard users to enter requests. The following procedure explains how to embed the form.

Step 1: Navigate to the topic through the “Requests” tab in the main navigation until the “Subject” field is present.
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Step 2: Once the topic is selected and the “Subject” field is present, copy the portion of the URL from the browser beginning with &projectID=.
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&projectID=57d80cb5007e9f4c5d0b37da86f5ac77&path=5926fd5c0022e40a4d7a0ae8b00128cb,57d80e8b0080074b11d5d1e246a5b226

Step 3: Place your Workfront domain and the ID’s from the URL above into the following URL:

https://YOUR_DOMAIN_HERE.my.workfront.com/requests/newRequestEmbedded?projectID=PROJECT_ID_HERE&path=PATH_HERE

The resulting URL should be as follows:

https://yourcompany.my.workfront.com/requests/newRequestEmbedded?projectID=57d80cb5007e9f4c5d0b37da86f5ac77&path=5926fd5c0022e40a4d7a0ae8b00128cb,57d80e8b0080074b11d5d1e246a5b226

Step 4: In the “Edit Dashboard” settings, add a new external page. Name the page, enter the URL from above, choose a height (may need adjustment afterwards)

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The result of the procedure above should be an embedded request form along side your other reports as seen here:

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