{"id":1575,"date":"2024-03-24T22:53:56","date_gmt":"2024-03-24T22:53:56","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/embed-a-request\/"},"modified":"2024-09-25T02:44:11","modified_gmt":"2024-09-25T02:44:11","slug":"embed-a-request","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/embed-a-request\/","title":{"rendered":"How can I embed a request on my website?"},"content":{"rendered":"\n

This is an advanced article!<\/strong><\/p>\n\n\n\n

Important note<\/h2>\n\n\n\n

Let’s start with an important note. <\/p>\n\n\n\n

Embedding a request does not mean that it works like a traditional forms tool. <\/p>\n\n\n\n

Whenever someone fills out an answer, it becomes part of that request. So if you send a second person to the same embedded request, they will be able to see what the first person wrote or uploaded.<\/p>\n\n\n\n

This means that you are responsible for the security of the page where the request is embedded. <\/p>\n\n\n\n

The typical use case for embedded requests is for use in a client portal. You may have an area where your clients login to access resources. Here, you could embed your request, as each area is specific to one client.<\/p>\n\n\n\n

If you want to use a Request like a form, read this article<\/a>.<\/p>\n\n\n\n

Steps to embed a request<\/h2>\n\n\n\n

First, you’ll need to head to your Company settings. <\/p>\n\n\n\n

Scroll down and enable the switch to embed requests.<\/p>\n\n\n\n

In the box titled “Allow embedding on these domains”, we recommend adding the websites you will be embedding on. This prevents other websites embedding your request. <\/p>\n\n\n\n

You can allow multiple websites by entering them like this<\/p>\n\n\n\n

\n

contentsnare,jimmyrose.me<\/p>\n<\/blockquote>\n\n\n\n

Then save your settings.<\/p>\n\n\n\n

Next time you publish a request, you’ll see the area to copy the embed code at the bottom. <\/p>\n\n\n\n

Just copy this code out to embed on your site.<\/p>\n\n\n\n

Advanced workflows<\/h2>\n\n\n\n

Note that the format of the URL is <\/p>\n\n\n\n

<iframe src=\"SHARE LINK FOR REQUEST\"><\/iframe><\/code><\/pre>\n\n\n\n
So if you know the share link, you can embed the request. <\/p>\n\n\n\n
The share link is provided with Zapier triggers and our webhooks<\/a>. That means you could create a workflow that automatically adds this link to your client portal for embedding.<\/p>\n","protected":false},"excerpt":{"rendered":"
This is an advanced article! Important note Let’s start with an important note. Embedding a request does not mean that it works like a traditional forms tool. Whenever someone fills out an answer, it becomes part of that request. So if you send a second person to the same embedded…<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1036],"ht-kb-tag":[1002,1008,1009,956,1004,1007,1003,1006],"class_list":["post-1575","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faq","ht_kb_tag-embed","ht_kb_tag-embed-a-request","ht_kb_tag-embed-my-request","ht_kb_tag-embed-request","ht_kb_tag-embed-request-on-website","ht_kb_tag-how-can-i-embed-a-request-on-my-website","ht_kb_tag-how-to-embed-request","ht_kb_tag-website"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1575","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=1575"}],"version-history":[{"count":5,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1575\/revisions"}],"predecessor-version":[{"id":2736,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1575\/revisions\/2736"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=1575"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=1575"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=1575"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}