Embedding a BoldDesk widget or web form into a SharePoint page allows organizations to provide support access directly within their SharePoint environment. This enables users to submit support requests and access help resources without needing to navigate to a separate support portal URL. This article explains how to embed a BoldDesk widget in SharePoint, configure the required settings, and troubleshoot common embedding issues.

Prerequisites

Before you begin, ensure that:

• You have permission to edit the SharePoint page.
• A BoldDesk widget or web form has already been configured.
• You have the iframe embed code for the BoldDesk widget or web form.
• SharePoint allows embedded content from external domains.

How to Embed a BoldDesk Widget in SharePoint

Follow the steps below to embed a BoldDesk widget in SharePoint.

Step 1. Open the SharePoint Page

1. Navigate to the SharePoint page where you want to display the BoldDesk widget.
2. Click Edit to enter editing mode.

Step 2. Add an Embed Web Part

1. Click the + icon to add a new web part.
2. Search for and select Embed.
   
   
   
   
   

Step 3. Insert the BoldDesk Widget Code

1. Click Add embed code. SharePoint only supports iframe-based embeds.
2. Paste the BoldDesk widget or web form iframe code into the Embed web part.

Step 4. Publish the Page

1. Verify the widget placement and page layout.
2. Click Publish changes.

The BoldDesk widget should now be displayed on the SharePoint page.

Benefits of Embedding BoldDesk in SharePoint

Embedding a BoldDesk widget in SharePoint allows you to:

• Provide a seamless support experience within SharePoint.
• Allow users to access support resources without leaving SharePoint.
• Surface ticket submission forms directly on intranet or department pages.
• Maintain ticket management and administration within the BoldDesk portal.

Troubleshooting

Widget Does Not Load

If the embedded widget does not appear, SharePoint security settings may be preventing external content from loading.

Verify SharePoint HTML Field Security Settings

A SharePoint administrator may need to allow the BoldDesk domain for embedding. For more information, explore Allow or restrict the ability to embed content on SharePoint pages.

Collect Diagnostic Information before contacting support

If the issue continues after validating SharePoint embed permissions, collect the following:

1. Screenshot of the SharePoint page
   • Capture the section of the page where the Embed web part is placed, including the blank/error state.
2. Browser console errors
   1. Open the SharePoint page.
   2. Press F12 to open Developer Tools.
   3. Open the Console tab.
   4. Copy or screenshot any displayed errors.

These details help determine whether the failure is caused by SharePoint restrictions, browser security controls, or embed configuration.

Frequently Asked Questions

1. Can users submit support requests from SharePoint using BoldDesk?
   Yes. Users can submit support requests through the embedded BoldDesk widget or BoldDesk web form, depending on how the widget/form is configured in BoldDesk.

2. Do users have to open the BoldDesk portal to request support?
   No. Users can initiate support requests from the SharePoint page where the widget/web form is embedded. They will only require the iframe embed code from BoldDesk.

3. Can agents manage BoldDesk tickets directly inside SharePoint?
   No. Ticket management, administration, automations, and agent workflows are managed in the BoldDesk portal, not within SharePoint.

4. Why is the BoldDesk widget/web form not displaying on the SharePoint page?
   The most common cause is SharePoint embed restrictions blocking external domains. Confirm SharePoint allows embedded content and that the BoldDesk domain is allowed.

5. Does SharePoint support non-iframe embed code for this use case?
   In this workflow, SharePoint embedding is handled through the Embed web part, which requires iframe-based embed code.

6. What should be provided to BoldDesk Support if embedding fails?
   Please provide the following information to help with troubleshooting:

   • A screenshot of the SharePoint page showing the embedded content area.
   • Any errors recorded in the browser’s Developer Tools Console while the page is loading.
     These details help the BoldDesk Support team identify and resolve embedding issues more efficiently.

Related Articles

1. How to Integrate Microsoft Teams with BoldDesk
2. How to Install & Configure Apps Easily in BoldDesk Marketplace