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How can I manage and embed forms into dashboards in SmartSuite?

Administrators and Solution Managers edit forms. Embed a form on a dashboard with the Custom Code widget (Embed URL or Embed HTML).

Written by Piercen Reid

Only Administrators and Solution Managers can create or change forms. Anyone who can add widgets can show a form on a dashboard with the Custom Code widget: paste the form's share link into Embed URL, or its embed code into Embed HTML.

Plan Availability

All plans.

Permissions

Administrators and Solution Managers: create and modify forms. Administrators, Solution Creators and General Access members: add a Custom Code widget to a dashboard.

Related Reading

Who can modify a form?

Administrators and Solution Managers. If you cannot edit a form from the dashboard, ask one of them to make the change.

How do I embed a form in a dashboard?

  1. Open the form view and copy its share link or embed code (see Sharing Forms).

  2. Open the dashboard and click Add Widget, then select Custom Code Widget.

  3. Choose Embed URL and paste the share link, or choose Embed HTML and paste the embed code.

  4. Click Add Widget. The form is now shown on the dashboard.

Frequently asked questions

Can dashboard viewers submit the embedded form?

Yes. The embedded form works like the shared form; submissions create records in the form's table.

Why does the widget show nothing?

Check that the form is shared and that you pasted a link into Embed URL or code into Embed HTML, not the other way round.

Can I resize the widget?

Yes. Drag the widget's edges on the dashboard.

Last verified: 21 Oct 2026, against Custom Code Widget and Sharing Forms in this help center.

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