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Overview
You can use the settings in the menus below to manage both your current Activeboard and all the Activeboards created in your domain by using the settings in these menus:Activeboards and all the Activeboards shared with you.
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Edit mode might be necessary Some of the actions described below require the Edit mode, which is only available with the Manage level of the Activeboards permission. In Activeboards shared with you, the scope of access is specified in the sharing process so you will not be able to activate the Edit mode if you were given View access. |
Activeboard manager | Check a complete list of the Activeboards |
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you have access to, filter them as required, and access their configuration settings. See section below. | |
Session manager | Check the Activeboards you're working with in your current session. See section below. |
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Activeboard ellipsis menu | Manage and configure the current open Activeboard by clicking the ellipsis icon at the top left of the screen. See section below. |
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Activeboard manager
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Heart icon: click it to mark an Activeboard as favorite (only for you). Your favorite Activeboards are listed in the Favorite Activeboards widget of your Home page.
Ellipsis icon: click it to open a contextual menu with the following options:
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View | Opens the selected Activeboard. | ||||
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Open in new tab | Opens a new tab in the browser to show the content of the Activeboard. | ||||
Manage user tags | Opens a window to create and assign tags. You can perform the following actions:
In the Activeboard Manager, you can perform the following actions once the tags have been created and applied:
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Set as default | Set the Activeboard as the default one to be shown when accessing the Activeboards area. | ||||
Edit details | Edit the Activeboard's name and description |
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Clone | Make a copy of the Activeboard |
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Delete | Delete the Activeboard |
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Session manager
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Click the ellipsis icon at the top left of the screen to manage and configure the current Activeboard. Apart from all the settings in the Activeboard manager described above, you can also find these options:
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Network manager | Access a control panel to check the details of all the widgets in the current Activeboard. Each widget in the table includes the following information:
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Export to PDF | You can export the current Activeboard in PDF. The file downloads automatically and contains an easy-to-read snapshot of all the inputs and widgets that make up your Activeboard, showing the data and values on screen at that time. This option is always available, whether you activated the edit mode or not. |
Add scheduled report | You can periodically export the current Activeboard and send it to someone automatically (visit Schedule reports for more info). Permission required: this option is not available if you don’t have the Activeboard report scheduler (Manage) permission. |
Make Activeboard visible | This option is the prerequisite for the Share with roles option, which makes and Activeboard ready to share (visit Share Activeboards for more info). |
Share with roles | Select the roles you want to share the Activeboard with (visit Share Activeboards for more info). |
Edit raw configuration | Access the current Activeboard JSON in order to edit or share it |
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Paste widget | Paste the widget/input copied to clipboard in an Activeboard. To copy one, use the option in the ellipsis menu of the widget/input in question (learn more in Manage widgets and Manage inputs). |
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You will receive a notification after using this option to let you know it was successfully pasted on your Activeboard. |