Working with Activeboards
General configuration options
See a complete list of Activeboards in your domain by opening the Activeboard manager. Just click theicon in the upper-left corner of the Activeboard editor. Find a specific Activeboard typing its name in the search box, or locate it in the list. You can make the list show only Activeboards created by yourself selecting the Created by me button, show only those marked as favorite by selecting the Favorites button or show a combination of both.
In the following video, you can see some of the features explained in this article so you get a clearer idea before working with your own Activeboards.
You can click the expandable of an Activeboard in the Activeboard manager to see the following information:
- Description: the text introduced when The Activeboard was created to summarize the content or to introduce any other information.
- Create by: the name of the user that created the Activeboard.
- Last modified: the moment in which the latest change was performed, expressed in local time and date.
- User tags: the tags applied to this Activeboard. If you click the pencil icon, you will open the menu to create and apply tags. See the section below to know more about how to create and apply tags.
Place the cursor over an Activeboard row and two icons will appear:
- Heart icon: marks an Activeboard as favorite (only for you).
- Ellipsis icon: opens a contextual menu with the following options:
Opens the Activeboard to view its content.
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:
Take into account that the existing tags will remain as an option to select in the dropdown as long as they are applied to at least one Activeboard; if they are removed from that Activeboard you will have to create them again.
In the Activeboard Manager, you can perform the following actions once the tags have been created and applied:
Be aware that tags are user-dependent, this means that only you will be able to see and use the ones you create and therefore you cannot see or use the ones created by others.
Set as default
Set the Activeboard as the default one to be shown when accessing the Activeboards area.
Edit the Activeboard's name and description.
Make a copy of the Activeboard.
Delete the Activeboard.
You can use the following options to filter Activeboards:
- By name: introduce the desired text in the search box and the existing Activeboards will be filtered as you type. Only those Activeboards containing that string will be shown.
- Favorite: click the Favorites button below the search box and a green tick will appear to indicate that such filter has been applied. Only those Activeboards marked as favorite by yourself will be shown.
- Created by yourself: click the Created by me button below the search box and a green tick will appear to indicate that such filter has been applied. Only those Activeboard created by yourself will be shown.
- By tags: click the Filters button next to the search box, select the Tags dropdown and choose one or more tags. Only those Activeboards with the applied tags will be shown.
- By user: click the Filters button next to the search box, select the Users dropdown and choose a user. Only those Activeboards created by the selected user will be shown.
Be aware that all these filters can be applied simultaneously and in that case, only those Activeboards meeting all the specified conditions will be shown.
When you apply filters, a Clear button appears below the Filters button so you can remove them all.
You can access the Activeboard JSON in order to edit or share it. To do this, click the ellipsis icon next to the current Activeboard name and select Edit Raw Configuration. Click Save changes to apply any modifications.
Download Activeboard content as a PDF
You can also download the content of your Activeboard to a PDF. To do this, just click on the ellipsis icon next to the current Activeboard name and select Download as PDF. The file will download automatically and contains an easy-to-read snapshot of all the inputs and charts that make up your Activeboard at that time.
Switch between view and edit mode
Users with the Activeboards (manage) or the User resources permission can switch between two different modes: view mode and edit mode.
- The mode selected affects the actions you can perform in your Activeboards, and applies to all the Activeboards you work with in the current user session. That is to say, if you switch from view to edit mode, the change is applied to all the Activeboards you access in that session, both your own Activeboards and the ones you've been given access.
- By default, all Activeboards are in view mode when you first access them in a session.
- However, when you create a new Activeboard, the default mode is edit so that you can start working on it directly.
Users are allowed to perform different actions depending on the mode selected:
When you access an Activeboard in view-only mode, you can only see the current widgets data. In view mode, you cannot create new widgets or inputs nor can you modify the data sources.
When you are in view mode, you can set different time ranges (both for the Activeboard and for individual widgets) and edit the widgets' visual settings, but keep in mind that these changes will not be saved.
Activeboards in edit mode can be completely edited. You can create new widgets and inputs, edit the widgets' properties and sizes, change the date ranges, etc. and apply any modification.
You can switch between view and edit mode by clicking the view/edit toggle at the top left area, taking into account the following considerations:
- Users whose role has the User resources permission can always change the Activeboards mode. Learn more about roles and permissions here.
- Users with the Activeboards (manage) permission can always switch modes in their own Activeboards. However, if someone shares an Activeboard with them, the permission level may be limited to view. Learn more about sharing Activeboards here.