Hide Header and Footer from iframe Embedded TDX Reports

Tags kcs

Question

  • How do I hide the header and footer when I embed a TDX report in the client portal?
  • Can I suppress the header on an embedded public desktop?

Environment

  • Global TDAdmin access or Application Admin access to the client portal to be edited
  • Application access:
    • TDNext (required to create reports for the desktop)
    • Analysis (required to create the public desktop)
    • Technician or greater access to applications being reported on (ex: ticketing, assets, projects, or analysis applications)

Answer

  1. Creating the Public Desktop
    1. In TDNext, create the reports to place on the public desktop
    2. In TDNext, as a user with access to Analysis, create a desktop with the desired reports
    3. On the Details tab, check the box for Public and, if desired, set a Public Until date (this is not required)
    4. Click the Save button
    5. Copy the Public URL link for the applicable client portal
  2. Creating the HTML iframe module
    1. Access the admin page for the client portal:
      1. For Global Admins: TDAdmin > Applications > [Client Portal]
      2. For App Admins: [Client Portal] > click your name in the top right (sign in if needed) > click Admin
    2. ​​​​​​​​​​​​​​Click HTML Modules & Pages > HTML Modules
    3. Create an HTML module with the desired name and border and name visibility settings
    4. Click the Source button in the top left of the content editor
    5. Set up the embedded link using the iframe​​​​​​​ tag, and add &ShowNav=0&ShowFoot=0 to the Public URL 
      • Example: <iframe src="https://[yourTDXdomain]/TDClient/[240]/[yourPortalName]/Portal/Desktop/Desktop?Q=FQrtMyvzSYnt9MWkZI5103Og5KvmYiGO9Gr1QAb209YtfrTfmmKc2g__&amp;ShowNav=0&amp;ShowFoot=0";"></iframe>
    6. Click Save
  3. Applying the HTML iframe module
    1. Return to the admin page for the client portal
    2. Click HTML Modules & Pages > Pages
    3. Click the name of the desired page to host the public desktop
    4. Search for the name of the HTML iframe module created in Step 2 above
    5. Drag the module to the desired location on the page
    6. Click Save​​​​​​​
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