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Embed Control

The Embed control displays an external website or web application directly inside a checklist task, using an embedded frame.

Use it to bring a tool the user needs into the checklist rather than sending them away from it — a reporting dashboard, a booking system, a reference page, a form hosted elsewhere. The user can work with the embedded page without losing their place in the checklist.

Add to the Template

The Embed control can be added from the controls toolbar in the Template.

Website URL to Embed

Enter the full address of the page you want to embed. The URL must begin with https:// — insecure http:// pages cannot be embedded.

Height

Set the height of the embedded area in pixels. The default is 500px.

Increase it for dashboards and other content that needs vertical room; reduce it for a compact reference panel. The embedded area always spans the full width of the task content.

note

Many websites block being embedded in a frame as a security measure. If the embedded page appears blank, this is almost always the cause, and it is set by the site you are embedding rather than by CheckFlow. Check whether the source site allows embedding — some services provide a dedicated "embed" URL for this purpose.

Use in the Checklist

The embedded page loads automatically when the user opens the task, and the user can interact with it in place.

The Embed control itself captures nothing. Anything the user does inside the embedded page happens in that external system — it is not recorded in the checklist, and it never blocks task completion.

Embed vs. Website

The Embed control displays a page you choose. The Website control captures a URL that the user types in. If you want the user to supply the address, use Website.

Limits

LimitValue
Protocolhttps:// only. Insecure http:// pages cannot be embedded.
HeightSet in pixels. The default is 500px.
WidthAlways the full width of the task content area.

Notes and Limitations

  • Because it holds no user input, the Embed control does not appear in Reports, cannot be the source of a Conditional Logic rule, and cannot be used as a Dynamic Value. It can still be shown or hidden by a condition driven by another control.
  • Embedded pages are subject to their own authentication. If the page requires a login, each user will need to be signed in to that service for the content to appear.
  • The embedded URL can be supplied by a Template Parameter, set from the control's Bindings option, so each checklist created from the template can point at a different page — a per-customer dashboard, for instance.
  • An Embed control can be the child control in a Linked Checklist mapping, in which case the value passed from the parent replaces the embedded URL. It cannot be the parent side of a mapping.
  • Website — the input control that captures a URL from the user instead of displaying one you chose.
  • Video — for video specifically, which handles playback rather than a general frame.
  • Template Parameters — to point each checklist at a different page.