Publishing Dashboards

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General - Publication of Dashboards

The Dashboard Publication function of DataChain is accessible from the HandleData presentation module. The Publication function is offered as an edition of a Dashboard Logo HandleData.

The number of Publication of a DataChain Dashboard is not limited.

The publication allows to expose from a Dashboard with the parametrized centering zones and their interactivity towards

  • users referenced in the DataChain instance

  • users not referenced in the DataChain instance. In this case, an email address will be required to make the dashboard publication available.

When the Dashboard is published or updated, an email is sent to all recipients.
A system of email templates, managed from the Project settings, lets you configure the title and body of the message sent.
Dynamic variables can be integrated to automate the sending of emails. Only project managers can configure email templates.

Dashboard publication tab

1 When editing a dashboard, the Publications tab provides access to the configuration screen of the current dashboard

2 Table with current publications

information Revoked posts automatically migrate to inactive posts table

3 Table containing revoked or deleted posts

4 Button to create a new post

Warning Posts that have been viewed at least once can no longer be deleted

Creating a Dashboard post

To publish a dashboard, click on New publication

param_creat

1 Title: Indicate information representing the title of the publication (obligatoire). By default the title is that of the current DataBlock

2 With header: Indicate whether the title is present (or absent) from the publication

information This option can be interesting when integrating a publication into a web page (eframe for example)

3 Expiry date

  • None The publication is available without limit. Manual action by an authorized user will be required to disable publication

  • Expires on Indicates the expiry date of the publication. On this date, the publication will no longer be accessible.

information If it has been consulted at least once, the publication will be kept

4 Choice of type of sharing

  • Generate a public link: When creating or publishing, a single link is generated for all recipients

  • Share with DataChain users: This option lets you choose users referenced in the current DataChain instance by the login. The email address used will be the one configured in the user account

Options for Public link

  • 5 Unique link: The link sent to users is the same for everyone (a single access token).

information It is possible to trace the consultations but not the users (the email addresses) who consulted the publication * 6 Unique link per recipient: The link sent to users will be unique for each user (one access token per recipient). information It is possible to trace consultations by users who consulted 7 Send to: Click on Plus to add recipients in the email address entry fields 8 Click on the cross to delete the address 9 Copy link to clipboard

Option to Share with DataChain users

  • Users: select the user(s) in the list or use the search box to filter

  • Groups: Select the group(s) or use the search area to filter

To validate and finish, click on the button Validate To canceler the publication and return to the previous screen, click on the button Return

Dashboard Post Tracking

Once the publication is made, it appears in the table of Active Publications

Publication Tables

Table Active Publications

  • 1 Change publication status

  • 2 Opens a new tab to view the post

  • 3 Opens the edit popup

  • 4 Performs post update. Takes into account changes in dashboard settings and new data to date.

  • 5 Remove post. Two situations are possible

    • The post has never been viewed: it is permanently deleted

    • The publication has been consulted at least once: it is archived and visible in the table Inactive publications

  • 6 Access to the follow-up screen of the consultations of the publication

Table Inactive Publications

  • 7 It is possible to edit an inactive publication, including changing its expiration date

Delete Dashboard Post

To delete Publications, access the Dashboard in edition then use the "Publications" tab.+ Click on the cross located at the end of the line of the Publication to be deleted.

Several cases are possible:

  • The Publication is active but has never been viewed In this case, following the deletion confirmation, the deletion is final and immediate.

  • The Publication is active and has already been viewed In this case, following confirmation, the Publication changes status and becomes an Archived Publication