Embedding process diagrams into external services is bringing more detailed information right where is belongs, and creating ever more common knowledge based experience for your users.
Article outline
Prerequisites
Embedding processes in IFrames
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Prerequisites
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Enterprise license
Embedding processes in IFrames
An IFrame (Inline Frame) is an HTML document embedded inside another HTML document on a website. The IFrame HTML element is often used to insert content from another source, such as an advertisement, into a Web page. It also allows you to insert process diagrams in other applications so that your users can see the Catalyst content without the need to go into the application.
Nowadays, you can insert iframes almost anywhere, be it Sharepoint, Confluence, WordPress, and other web-based applications. Depending on the application, the procedure might be a bit different, and you might need to consult your software's "how-to" guides to embed an iframe.
Very often you will be required to either provide a URL or a specific HTML code with the URL as well as width and height parameters, like:
<iframe src="your_diagram_url" width="700" height="500"></iframe>
Here are some useful resources:
Example: iframe with Elements process inside Confluence
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Prerequisite steps for embedding - in this article, we will explain what are prerequisite steps before you start embedding diagrams into external services
Embedding process diagram inside Salesforce Classic (VisualForce) - this article is a straight forward instruction how to embed diagram into Salesforce Classic
Embedding processes in Salesforce Lightning Pages and Salesforce Utility Bar - this article is a straight forward instruction how to embed diagram into Salesforce Lightning and Utility Bar
User provisioning must be set up - this is an obligatory step for user to be able to display embedded diagrams