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Setup the Lasso iframe manually

Lasso is only enabled on default form for Accounts and Leads. In case you have a custom form, Lasso will have to be manually added. Don't worry, it's very simple.

  1. Open you form in edit mode and open the Form properties window.
    Click the form properties button
  2. Include the two scripts Lasso Loader and Lasso Configuration File.
    Add the Lasso scripts
  3. Under Event handlers, add the function lasso.setup from the Lasso Loader script and enable it.
    Add function
  4. Back on the form, include the Lasso Id field somewhere. Hide the field unless you have a need for it to be visible.
  5. Add a tab with a section that has an iframe in it. Make sure to include the text lasso in the name of the iframe, e.g. "iframe_lasso". You can se the iframe URL to https://apps.lassox.com/static/pages/blank.html, and finally uncheck the checkbox to "Restrict cross frame scripting, where supported".

    The Lasso Iframe

That's it! Lasso should now load automatically in the new tab, when a Company or Lead is opened.