Options Assigned to a Link URL

This page focuses on the available options and actions assigned to a link URL, based on its location and the user's access level.

Linking a URL

The Link URL feature in a data analytics platform enables users to create clickable links within dashboards, reports, or data tables. These links can direct users to other dashboards, external systems, or detailed views, enhancing the overall interactivity and usability of the platform.

Links can be dynamic, using URL parameters to pass contextual information such as user ID, region, or applied filters. This allows for personalized and relevant navigation based on the selected data.

This functionality supports more intuitive navigation and enables users to act on insights quickly and effectively.

Select the Link a URL option from the Create Context menu. Or use a right click anywhere on the blank space to access the Link a URL option. Click it.
The Link a URL dialog box opens, displaying the Add Details tab.
Enter a name for the URL.
Provide the URL in the Type URL field that you wish to link. The supported URL is an internal link to a dashboard or report.
Describe the URL (optional).
Click the Save option.
A success message appears.
The URL gets created under the selected document folder. E.g., A URL document has been created under the Documents Owned by Me space.
Click on the URL document, and it will open the linked URL for the user.

Adding or Removing a URL Parameter

The user can add or remove parameters to a linked URL document by using the URL Parameter tab. The URL parameters are key-value pairs added to a URL to pass information to a server or web app. This information helps customize, personalize, or control how the linked page displays content.

Navigate to the URL Parameter tab.
Two options for adding URL properties are displayed:
- Add User Properties
- Add System Properties

Adding a User Property

Navigate to the URL Parameter tab.
Click the Add User Properties option.
Prompts to enter:
- Parameter Name (e.g., Param 1).
- Parameter Value (A user custom field, such as city).
Click the Save option to pass the specified data in the URL.

Adding a System Property

By clicking the Add System Properties option, the user is required to add a Parameter Name and select a system property via a drop-down menu.

Navigate to the URL Parameter tab.
Click the Add System Properties option.
Prompts to enter:
- Parameter Name (e.g., Param 2)
- Select a System Property from the drop-down (e.g., Auth Token).
Click the Save option to save the information.

Please Note:

The user can easily connect internal URL links by using the parameters, while the external URLs require security permission to link.
The user can click the Remove option next to any added parameter to delete it from the URL configuration.

Options Assigned to a Linked URL Document

Use right-click on a document containing a linked URL to access a context menu with various options. This functionality allows users to quickly manage, edit, open, or remove the linked URLs directly from the document interface.

Open in New Tab

Select a linked URL document.
Select the Open in New Tab option from the context menu.
The linked URL will be opened in a new tab.

Please note: If you've refreshed the API token from your User Profile, the previously linked URL will no longer be accessible. To regain access, you must:

Obtain a new, valid URL of the original document generated after the API token refresh.
Update the existing Link URL document with the new URL.

This ensures that the link reflects the current token and remains functional.

Properties

Select a linked URL document.
Select the Properties option from the context menu.

The Properties window appears with four options: Properties, Share with User, Share with Group, and Exclude Users
Properties: The Properties tab of the linked URL document will be displayed. It displays the Version, the Creator's name, space, date of creation, and date of modification. The description entered by the user is also shown.

Please note: Click the Copy Link icon provided under the Properties tab to copy the open document link of the Link URL document. The copied Open link can be pasted to the desired place.

The Open Document Link will become invalid if you refresh the API token from the User Profile. In such cases, you must generate a new link and update it accordingly.

Uploading an Image using the Properties Tab

Click the Browse option to upload an image.
The uploaded image appears next to the Browse option.
Click the Save option to save the updates.
A success message appears after uploading the image.
The image gets uploaded.

The linked URL document is shared with the selected user(s).

Select the Share with User option in the Properties window.
Search for a specific user by using the search bar.
Select a user or all the users using the checkbox(es).
Click the Save option.
A success message appears stating that the document privilege is updated.
The document gets shared with the selected user(s).

The linked URL document can be shared with the selected group.

Select the Share with Group option from the Properties window.
Search for a specific user group using the search bar.
Select one or multiple groups using the checkbox(es).
Click the Save option.
A success message appears stating that the document privilege is updated.
The document gets shared with the selected group(s).

Exclude User

The selected user cannot access the linked URL file.

Select the Exclude User on the Properties pop-up screen.
Search for a specific user using the Search bar.
Select a user or all the users using the checkbox(es).
Click the Save option.
A success message appears, and the document privilege gets updated to exclude the selected user(s).
The selected user(s) will be excluded from the permission to access the linked URL.

Please Note:

If a URL file is shared with the user(s) or group(s) via the Share With option, it will open as a view-only copy for the selected user or user group.

Modifying a Document (URL information)

Select the Modify Document from the URL options context menu.
The Modify Linked URL window opens.
The Edit Details tab opens by default.
The user can modify the following information (if required):
- URL Name
- URL Link
- Description
The URL Parameters can be edited from the URL Parameter tab (if needed).
Click the Save option.
A success message informs the user that the selected URL has been updated.
Users may open the URL Parameters tab to add or modify the URL parameters.
Click the Save option after all the information is modified to save the changes.

Adding/Removing a URL Document to/from Favorites

The user can add a URL document to or remove it from the Favorites section.

Select a linked URL document.
Select the Add to Favorites option from the context menu.
A message, “Document Added to Favorites,” appears.
The selected link URL gets added to the Favorites section.
Navigate to the link URL you wish to remove from the Favorites section.
Use right-click on the URL to get the remove option.
Click the Remove from Favorites option.

Navigate to the original URL document.
Use the right-click to open the context menu.
Click the Remove from Favorites option.
A message appears stating, “Document removed from Favorites,” and the selected document with the linked URL gets removed.
The URL file gets removed from the Favorites section.

Moving a URL File

Select the Move to option from the Link URL context menu.
The Move to window appears, displaying the available folders.
Use the Search bar to search for a specific folder.
Select a folder.
Click the Move icon.
The user gets redirected to the next screen, where the selected folder is displayed at the top.
Click the Save option.
A message appears to notify the user that the document has been moved.
The linked URL document is moved to the selected folder.

Renaming a URL Document

Select the Rename option from the Link URL context menu.
The Rename window opens.
Enter a New Name for the URL document.
Click the Save option.

A success message appears.
The linked URL document gets renamed.

Creating a Copy of a URL Document

It is possible to copy and paste a link URL into a different place.

Select the Copy option from the Link URL context menu.

Select another folder and use the right-click to get the Paste option in the context menu.

Use the right-click on the blank space of My Documents or Public Documents.
A context menu will appear with the Paste option.
Select the Paste option.
A new window appears.
The Name mentioned in the pop-up window shows the prefix ‘Copy of-’ before the original name of the Link URL document (E.g., Sample Link URL gets a new name, Copy of Sample Link URL).
Click the Save option.

The copied link URL is replicated with the suggested name.

Deleting a URL Document

Select the Delete option from the URL Options context menu.
The Delete window appears to confirm the deletion.
Click the Delete option.
A confirmation message appears, and the selected URL file gets removed.

Scheduling the Report Burst

Select the Report Burst option from the Link URL context menu.
The Report Burst window opens.
Add the users or user groups.
Provide a subject.
Provide a description (optional).
Schedule the report.
Click the Save option.
A success message appears.
The inactive option turns into Active, indicating that the schedule is active.
The open document link of the Link URL is shared with the selected user(s)/ user group(s).

Steps to Stop the Scheduled Report Burst

The Inactive button will be changed to Active after the report burst details are saved.

Click the Active button.
Click the Save option.

A success message informs the user that the schedule has been stopped.

Please note: The Move to and Delete options are not available for the link URL shared under Public Documents, but the Link URL documents created under the Public Documents folder do.

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