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Even if you have full access, you still need to activate the edit mode to enable the actions related to sharing and raw configuration (see the labels in the management section below for reference).
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Once you open an Activeboard using the Activeboard manager, you can use its ellipsis menu at the top bar contain, which includes all the options needed to manage the currently open Activeboard. Assuming you have full access to the Activeboard in question, you can find these options:
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Open in new tab ✔️ Edit mode OFF | Opens a new tab in the browser to show the content of the corresponding Activeboard. | |||||||
Network manager ✔️ Edit mode OFF | 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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Set as default ✔️ Edit mode OFF | Set the Activeboard as the default one to be shown when accessing the Activeboards area. When no Activeboard is selected as the default, no Activeboard is open upon access, and a message will be displayed prompting you to select one. | |||||||
Manage user tags ✔️ Edit mode OFF | Opens a window to create and assign tags. You can perform the following actions:
Applied tags can be seen by expanding the Activeboard info and used to filter Activeboards, as explained in the sections above.
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Performance optimization ❌ Edit mode OFF | You can select the data fetching method for your Activeboard. This affects all widgets in the Activeboard unless a different option is chosen in their individual settings, which will take priority. | |||||||
Lazy (default) |
When this option is enabled, widgets will retrieve data only when they enter the screen after scrolling. This means that widgets will not be loaded unless they are within the visible part of the landing screen or enter the screen after scrolling. | |||||||
On demand |
When this option is enabled, widgets will retrieve data only when manually prompted. This means that the widgets are empty after accessing the Activeboard and display a message explaining why, along with a button to manually fetch data. Widgets will remain unaffected by the Active refresh and will work fine when scheduling Activeboard reports. However, there are implications when exporting the Activeboard to PDF. When there are widgets configured to load data on demand, the button at the top right will be enabled. This button forces all of them to retrieve data. | |||||||
Eager |
When this option is enabled, widgets will retrieve data as soon as the Activeboard is accessed. | |||||||
Export to PDF ✔️ Edit mode OFF | 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. When a widget or input has the "Load on demand" setting enabled and the data has not been fetched, you will receive a warning. Proceeding will result in the widget appearing empty in the PDF. This option is always available, whether you activated the edit mode or not. | |||||||
Add scheduled report ✔️ Edit mode OFF | You can periodically export the current Activeboard as a PDF and send it to someone automatically (visit Schedule reports for more info).
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Make Activeboard visible ❌ Edit mode OFF | 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 ❌ Edit mode OFF | Select the roles you want to share the Activeboard with (visit Share Activeboards for more info). | |||||||
Edit details ✔️ Edit mode OFF | Edit the Activeboard's name and description. | |||||||
Edit raw configuration ❌ Edit mode OFF | Access the current Activeboard JSON in order to edit or share it.
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Paste widget ✔️ Edit mode OFF | 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). You will receive a notification after using this option to let you know it was successfully pasted on your Activeboard. | |||||||
Clone ✔️ Edit mode OFF | Make a copy of the Activeboard. | |||||||
Delete ✔️ Edit mode OFF | Delete the Activeboard. |
Configuring your Activeboard
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