iFrame - Third Party Metadata
Last updated
Last updated
The iFrame feature in Helmut4 allows basic data exchange between Helmut4 and any web-based third-party application — without requiring deep or complex integration.
The exchanged data is treated as the value of a THIRD_PARTY
type metadata field within Helmut4. This value can then be used throughout the Helmut4 system wherever metadata is applied — such as in FX Projects, CO Assets, IO Jobs, and HK-related project or asset workflows.
This feature uses the method to enable communication between the Helmut4 environment and the embedded third-party application inside the iFrame. This method allows secure cross-origin messaging between the parent page (Helmut4) and the embedded iFrame (the third-party app).
To send data from a third-party app back to Helmut4, the app must use the following approach:
In order for this communication to work, the third-party application must also configure Cross-Origin Resource Sharing (CORS) settings to allow the Helmut4 domain to embed it via iFrame. This typically means updating the server configuration to include Helmut4’s domain in the Access-Control-Allow-Origin
header.
In Helmut4, create a new metadata field.
Set the type to THIRD_PARTY
.
In the Default value field, enter the URL of the third-party web application.
✅ Example: For testing, you can spin up a local web server at
http://127.0.0.1:9999
that serves a basic HTML page with a dropdown. The selected value from this page will be sent back to Helmut4.
Here is the code for a simple web page (index.html) that sends a selected value back to Helmut4:
Note: Ensure your server has proper CORS settings to allow embedding in Helmut4.
Assign the newly created THIRD_PARTY
metadata field to a metadata group.
Open the Add Project dialog using that group.
You’ll see the new metadata field as a button with the same label as the field name.
A white circle means no value is currently set.
Click the metadata button. This opens a modal with the embedded iFrame, displaying the third-party web page (e.g., with the dropdown).
Choose an option and click Submit on the third-party app.
The modal closes automatically, returning you to the Add Project dialog.
The metadata button will now indicate that a value is set.
✅ Click the checkmark icon next to the metadata field to preview the current value.
❌ Click the minus icon to remove the value and reset the field.
When you create the project:
The metadata key/value pair is passed into the create project stream.
The data can then be post-processed.
In this example, the selected value is simply assigned to the project object without further modification.
Make sure your HTML file is named index.html
, and use the code provided in the section for the test payload.