Form Features - IFrame

Overview

The IFrame element embeds a web page inside a SharinPix Form. Use it for procedures, maps, or dashboards. You can also embed content exposed through SharinPix Share. Set the URL with a formula. This makes it dynamic per record.

This article covers:

• How to configure the IFrame (URL and aspect ratio)

• Fire Inspection Demo: Configure a dynamic IFrame using a prefilled URL

Prerequisites:

Before using the IFrame element:

• Ensure the SharinPix Forms Admin permission set is assigned.

• The latest version of the SharinPix Package must be installed. Refer to this documentation to update your package.

• Ensure end users can access the embedded URL (network access and authentication).

Use Case Example: Show SharinPix Albums in a form

The iFrame element can be used to embed a SharinPix Album component in a form. To generate shareable SharinPix album URLs, you can either:

1. Use the SharinPix Share component to manually generate a URL

2. Or automatically generate URLs as documented here.

IFrame element configuration in the Form Template Editor

Configure IFrames in the SharinPix Form Template Editor.

Configure IFrame element with a static URL

Add the IFrame element

Open your form template in the Form Template Editor. Find IFrame in the element palette. Drag it into your form.

Configure the IFrame settings

Select the IFrame element. Configure these parameters:

• URL: a formula that resolves to a URL string

• Aspect Ratio: controls the IFrame height relative to its width

Set the URL (example)

Use a quoted string as a static URL:

• URL: "https://example.com"

• URL: "<your-sharinpix-share-url>"

Dynamic URLs

You can build the URL dynamically per record. Jump to Dynamic IFrame element with a dynamic URL.

Fire Inspection Demo: Configure a dynamic IFrame using a prefilled URL

Step 1: Generate URL

Generate a dynamic Share URL for the record where the form is launched.

Step 2: Prefill URL

• Add a Text question.

• Set an API name for the question (example: album_share_url).

• Prefill it with the field name storing the Share URL (example: Share_URL__c).

• Hide or disable the question.

Make sure to set the api name of the text question to use it in a formula.

Step 3: Use the dynamic share URL

• Set the IFrame URL to your prefilled Text value.

• Use <PrefilledTextApiName>.value to reference the field value.

Step 4: Test in preview

Preview the form to test the embedded content. Share access follows the Share settings.

Note:

• If you embed a SharinPix Share link, review its access level. Avoid edit access in read-only use cases.

• The IFrame element does not render in the PDF output.

• The IFrame is not limited to SharinPix Share: you can use any SalesForce public links