Options Assigned to a Published Data Agent

This page focuses on the available options and actions assigned to a published data agent based on its location and the user's access level.

Publishing a Data Agent

The Publish function allows users to make a data agent they have created available for real-time interaction. Once published, the agent can be accessed by authorized users or groups, enabling live communication and data-driven responses.

Click the Data Agent option from the left side menu.
Select a data agent from the displayed list on the right side.
Click the Publish icon.

The Publish drawer appears for the selected data agent.
Select either the Users or User Groups tab, depending on whom you want to publish to.
Use the search bar to find a specific user or group by name.
Check the boxes next to the names of one or more users or groups. Multiple selections are allowed.
Click the Publish button to publish the data agent to the selected users or groups.

A notification message appears confirming that the selected data agent has been successfully published to the specified user(s)/ user group(s).

Please note: Access to a published Data Agent is granted through group membership, as the creator is not explicitly listed as an individual user.

When publishing a Data Agent, the Publish dialog box does not display the creator’s name under the User(s) list. However, creators can still access their published Data Agents by publishing them to user groups of which they are members.
As the owner of a Data Agent, the creator has access to all credited options associated with the published Data Agent. However, these options may vary depending on the permissions assigned through the user group. Access and capabilities are adjusted based on the group’s permission settings.
Users with the Admin role are granted full access to all available options associated with a published Data Agent.

Accessing a Published Data Agent

To access a data agent that has been published to a user, follow the steps below:

Sign in to the platform using the credentials of the user account to which the data agent was published.
The homepage will appear by default.
The published data agent will be listed under the Documents Owned by Me section.
- You can expand this section to the All Files section on the homepage to view all accessible documents in the tile format.
Click the Ellipsis ( ) icon next to the data agent to access additional actions or options to modify and manage it for the user.

A context menu will appear, displaying all the available options and actions associated with the data agent, based on the user’s access permissions.

Options for a Published Data Agent

A published data agent is provided with a range of options under the user account for modification and management. These options can be accessed via the context menu.

Properties

The Properties drawer opens by clicking on the Properties option with four tabs.

Properties: Displays basic details about the Data Agent creation.

Click the Browse option to upload an image.
Click the Save option to save the update.

Please note: Use the Copy icon to copy the open doc link generated for the data agent.

The completion of the image upload is indicated through a success message.

The selected image will be uploaded to the published Data Agent.

A data agent can be shared with the selected user by using the Share with User option.

Select the Share with User option using the Properties window.
Search for the specific user(s) using the Search bar.
Select a user or multiple users using the checkbox(es).
Click the Save option.
A success message appears stating that the document privilege has been updated.
The data agent will be shared with the selected user(s) under the Shared Documents folder.

Please note: A notification email is sent to the users on their registered email IDs to whom the concerned data agent has been shared, either using the Share with User option or the Share with Group option.

The Data Agent can be shared with the selected User Group by selecting the Share with Group option.

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

Exclude the User

The Selected User(s) will be excluded from the permission to access the Datasheet.

Select the Exclude User option using the Properties window.
Search for the specific user(s) using the search bar.
Select a user or multiple users using the checkbox(es).
Click the Save option.
A success message appears, and the document privilege gets updated to exclude the selected users.
The selected users will be excluded from the permissions to access the Data Agent.

Add to Favorites/ Remove from Favorites

Select the Add to Favorites option from the context menu.

A success message appears to confirm the completion of the action.
Navigate to the Favorites.
The selected data agent will be added to the favorites.

Open the context menu option for the same Data Agent.
Click the Remove from Favorites option.

Use the right-click on the Data Agent that has been added to the Favorites from the All Files section.
Click the Remove from Favorites option.

The Data Agent gets removed from the Favorites, and a notification message states the same.

Move to

Users can move or relocate a Data Agent from one folder to another using the Move To option.

Select a Published Data Agent.
Select the Move to option from the context menu.

The Move to window appears, displaying the available folders.
Select a folder.
Click the Move icon.

The user will be redirected to the next screen, displaying the selected folder name at the top.
Click the Save option.

The selected Data Agent will be moved, and a notification message will appear indicating the completion of the action.

Navigate inside the folder selected for moving a data agent.
The moved data agent will be listed inside.

Renaming a Data Agent

Select the Rename option from the context menu.
A new window opens prompting to rename the Data Agent.
Provide a New Name for the selected data agent.
Click the Save option.

The selected data agent gets renamed. A success message appears to ensure completion of the action.

Creating a Copy of a Data Agent

Select the Copy option from the context menu.
Use the right-click on another folder or on the blank space to get the Paste option.
Click the Paste option.
The Paste window displays the selected data agent name with the 'Copy of-' prefix. E.g., A Data Agent named Data Agent with Finance Data gets a new name, Copy of Data Agent with Finance Data, as shown in the following image:
Click the Save option.

The data agent will be copied to the selected folder or under the selected space with the suggested name.

Deleting a Data Agent

Select the Delete option from the context menu.
The Delete window opens to confirm the action.
Click the Delete option to delete the selected Data Agent.
A notification message appears, and the selected data agent will be deleted.

Scheduling the Report Burst

Select the Report Burst option from the 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).
Click the Stop Schedule icon to stop the scheduled Report Burst action.
Open the Report Burst page, and click the Stop Schedule option.
A notification message appears stating that the schedule has been stopped.

Please note: The "Open in New Tab" and "Modify Document" features are not supported for a published Data Agent.

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