Need to have a dashboard from a BI tool, a map, or an Account card from an ERP handy at the client's site? Now you can insert an IFRAME directly into the Record detail – a tab or panel that displays an external website. You can also add a web application or application Add-on to the IFRAME, which brings additional features directly into Raynet. Users can see data from other systems in Raynet without having to jump between windows. The
IFRAME is set up by the administrator in the card customization. The result is then visible to all users who have access to the given Record. This is a more technical feature that IT administrators and integration partners will appreciate most.
Where to find IFRAME
The IFRAME is part of the Record detail customization – a setting where you customize the look of the card, add custom tabs, panels, and fields. You can find it in the context menu of a tab or panel under the option "Change to IFRAME".
You can use it on the Record detail in all main modules – for Accounts, Contacts, Leads, Deals, Quotes, Sales Orders, Activities, Projects, and Products. For Price Lists, IFRAME is not yet available, nor does it work as a portlet on the Dashboard.
How to create an IFRAME tab
Open the card customization of the given module.
Create a new tab as usual and name it – users will see this name on the card.
Leave the tab empty. You can only convert a tab to an IFRAME if it does not yet contain any panels or fields.
In the context menu of the tab (three-dots icon), select Change to IFRAME.
Fill in the HTTPS URL of the website you want to display. The address must start with
https://. Only web pages that support displaying in an IFRAME can be embedded into an IFRAME. For security reasons, some websites do not allow this option.Optionally, add parameters to be appended to the link – see Passing parameters into the link.
Save. On initial setup (and whenever you change the domain of the link), we will ask if you truly trust the target service – confirm with the Continue button.
You can modify the settings at any time: the option Configure IFRAME will then be offered in the tab's context menu.
Switching to an IFRAME is permanent. You cannot switch back to a regular tab – if you need one, delete the IFRAME tab and create a new one.
How to create an IFRAME panel
The procedure is the same as for a tab – first create a standard panel, leave it empty (without fields), and in its context menu select "Change to IFRAME".
For a panel, you also set the height using a slider, within the range of 100 to 1080 px. The default value is 200 px. The height determines how much space the panel will take up on the card; for a tab, the IFRAME expands to fill the entire available area.
Passing parameters into the link
To let the target website know which Record or user is concerned, you can send parameters in the link. These are added to the URL as standard query parameters, for example https://vas-web.cz/dashboard?klient=123.
You add a parameter using the Add Parameter button. On the left you enter the parameter name, on the right its value. You can either type the value as a constant or click the link icon next to the field and select one of the variables.
| Value source | What is appended to the link |
|---|---|
| Constant | Fixed text that you enter |
| ID of current Record | ID of the Record on whose detail the IFRAME is located |
| ID of logged-in user | ID of the user currently viewing the detail |
| Username of logged-in user | Login name of the user |
| Custom field | Value of the selected custom field for the given Record |
Good to know:
The parameter name must start with a letter and can further contain letters, digits, underscores, dots, or hyphens. Names must not be repeated.
Custom fields of type File cannot be used, so they will not appear in the menu.
If a custom field on a specific Record is empty, the parameter will not be added to the link at all.
Data is passed in the link, i.e., in the address that the target website will see. Do not send anything sensitive this way.
How users see the IFRAME
The user opens a Record, and the external website loads right away in the given tab or panel. The content is refreshed whenever the detail view is loaded, so they always see current data. They can also manually reload it at any time using the Refresh icon in the panel header or above the tab content.
A loading spinner is displayed during loading. Users do not configure anything – they only see the result you have prepared.
Security and limitations
Only https:// addresses are functional. The link must not contain login credentials (e.g., https://username:password@web.com).
The embedded website runs in an isolated mode – it has no access to the camera, microphone, location, screen sharing, or clipboard, and cannot see which page it was opened from.
The embedded website has no access to data in Raynet. It only receives the values you send to it in the link parameters.
The target website runs in the browser of each user who opens the Record. Therefore, only embed content from services you trust.
The IFRAME is configured exclusively by the administrator.
When content fails to load
Sometimes, instead of the website, you will see the message "Failed to load external content. Check the target website rules and try refreshing the content." The most common reasons are:
The target website prohibits embedding in a frame. Websites control this using
Content-Security-PolicyandX-Frame-Optionsheaders, and Raynet cannot bypass this setting. The restriction must be allowed by the target website administrator, or use another URL intended for embedding.The address is not a valid HTTPS URL or contains login credentials.
The website requires a login – in that case, the login screen of the given service will be displayed inside the frame.
If you are unsure, contact us at support@raynetcrm.com – we will be happy to look at the setup together.