> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/interacting-with-platform-5/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bdb.ai/interacting-with-platform-5/homepage/document-folders/document-options/options-for-a-published-datasheet.md).

# Options for a Published Datasheet

## Publishing a Data Sheet

The user can publish a Data Sheet by clicking the ***Publish*** icon.

* Navigate to the ***Data Sheets*** list.
* Select a Data Sheet from the Data Sheets list (E.g., Sample Data Sheet in the following image).
* Click the ***Publish*** icon for the selected Data Sheet.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/7ikMDJdnNSpLel80KX6T/image.png" alt=""><figcaption></figcaption></figure>

* The ***Publish Datasheet*** drawer opens.
* Select either **User** or **User group** tab to share the published Data Sheet (Use the **Exclude User** tab if you want to exclude any user from the rights to access a data sheet).
* Select user(s) or user group(s) based on the selected tabs.&#x20;
* Click the ***Save*** option.​

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/nZtzI96DIspRUNmsypbm/image.png" alt=""><figcaption></figcaption></figure>

* A confirmation message appears as shown below.​

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/p4hiRkhYct5GO6SR8vnr/image.png" alt=""><figcaption></figcaption></figure>

* The selected ***Data Sheet*** gets published on the ***My Documents*** space of all the selected user(s).

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/nV1vZBU9BLRVbJS7KIrU/image.png" alt=""><figcaption></figcaption></figure>

* The user also receives a mail notification (as displayed below) for the published Datasheet.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/YqjTjIU36gcNvdehRDRg/image.png" alt=""><figcaption></figcaption></figure>

## **Options Assigned to a Published Datasheet** <a href="#options-assigned-to-a-published-dashboard" id="options-assigned-to-a-published-dashboard"></a>

Each published Datasheet is credited with some operations on the BDB Platform. The users can use right-click to access the available Datasheet operations in a context menu.

### Open in New Tab

* Select the ***Open in New Tab*** option using the Context menu.

&#x20;      ![](https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/poXS7i9w7DdDrrIepF5j/image.png)​​

* The Datasheet opens in the new tab.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/SqPV6EnuQAO6WCDbrWte/image.png" alt=""><figcaption></figcaption></figure>

### Properties

* Select the ***Properties*** option from the context menu.

<div align="left"><figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/7g60S0Mspbxmqs8P0CUy/image.png" alt=""><figcaption></figcaption></figure></div>

* The ***Properties*** window appears with four options:

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/2NP5eXfTWy9MaE5rETes/image.png" alt=""><figcaption></figcaption></figure>

#### **Properties** <a href="#properties" id="properties"></a>

**Properties**: Displays basic details about the Datasheet creation.​

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

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/E1ty9o67bPQEuc4rcuTS/image.png" alt=""><figcaption></figcaption></figure>

* A message appears to assure about the update.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/OWMtk35BRJr5G9BUiZfu/image.png" alt=""><figcaption></figcaption></figure>

* The image gets updated to the Datasheet.​

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/uq4dhMZ5OemefMIxsphP/image.png" alt=""><figcaption></figcaption></figure>

#### Share with User <a href="#share-with-user" id="share-with-user"></a>

The Datasheet 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 by using a checkbox in the given box.
* Click the ***Save*** option.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/bL4jqnFtUf6s20fG9uE1/image.png" alt=""><figcaption></figcaption></figure>

* A success message appears stating that the document privilege has been updated.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/EiZq0ft21gh2uXLBmPYg/image.png" alt=""><figcaption></figcaption></figure>

* The Datasheet gets shared with the selected user(s) under the ***Shared Documents*** folder.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/2FCOtVOuCHD0qo9x9xK3/image.png" alt=""><figcaption></figcaption></figure>

#### Share with Group <a href="#share-with-group" id="share-with-group"></a>

The Datasheet 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 user groups and move to the space given on the right side.
* Click the ***Save*** option.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/68TmHhLNu9pRnpbfDn2W/image.png" alt=""><figcaption></figcaption></figure>

* A success message appears stating that the document privilege has been updated.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/wbprHngpOAEuUGtrXOCz/image.png" alt=""><figcaption></figcaption></figure>

* The Datasheet is shared with the selected user group(s).

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark>  A notification mail is sent to the users on their registered mail IDs to whom the concerned Datasheet has been shared either using the Share with User option or the Share with Group option.*
{% endhint %}

#### Exclude the User <a href="#exclude-the-user" id="exclude-the-user"></a>

The Selected User gets excluded from the rights 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 and move to the space given on the right side. (Use the single arrow icon to move only one user. Use the double arrows icon to move all the users.)
* Click the ***Save*** option.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/DwZfAO9iLQaCwsTsxgn2/image.png" alt=""><figcaption></figcaption></figure>

* A success message appears, and the document privilege gets updated to exclude the selected users.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/gEQ4U9OlkNhOcE95jqkA/image.png" alt=""><figcaption></figcaption></figure>

* The Datasheet permission gets excluded for the selected user/users.

### Modifying a Datasheet

The user can modify Datasheet name and description by using the Modify option.

* Select the ***Modify Document*** option using the context menu.      &#x20;

&#x20;      ![](https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/SPd8jdufkad1lArJloUY/image.png)

* The ***Modify Datasheet*** window opens for the selected datasheet.
* Modify the required information:
  * Name of the Datasheet.
  * Description of the Datasheet.
* Click the ***Save*** option.

&#x20;       ![](https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/mnQiMmMFw8LP56FBG3Fp/image.png)​

* The selected information gets modified, and a message appears to assure the same.&#x20;

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/qCz1JpoKhm3fJ3QDmdoU/image.png" alt=""><figcaption></figcaption></figure>

### Adding a Datasheet to Favorite

* Select the ***Add to Favorite*** option from the context menu.

&#x20;      ![](https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/R1u3XlAH2ZCJnOdSk6fC/image.png)

* A message appears to ensure the success of the action. &#x20;

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/z8Ez5Pq4hXy0jULuz40h/image.png" alt=""><figcaption></figcaption></figure>

* Open the Favorites section.
* The selected Datasheet gets added to the Favorites.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/Ypgw7MwOLyopKF4MjzRY/image.png" alt=""><figcaption></figcaption></figure>

* Open the context menu option for the same Datasheet.
* Click the ***Remove from Favorites*** option.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/DC2ssnUudl44VTY1pWAl/image.png" alt=""><figcaption></figcaption></figure>

OR

* Use the right-click on the datasheet which has been added to the ***Favorites***.
* Click the ***Remove from Favorite*** option appears.     &#x20;

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/EuTsEiITcNdfZva3vXwS/image.png" alt=""><figcaption></figcaption></figure>

* The Datasheet gets removed from the ***Favorites***, and a notification message appears stating the same.  &#x20;

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/coUFo9fLnlQGuPVIdruP/image.png" alt=""><figcaption></figcaption></figure>

### Moving a Datasheet <a href="#moving-a-dashboard" id="moving-a-dashboard"></a>

Administrators can move a Datasheet from one folder or document space (E.g. ***My Documents***) to another folder or document space.

* Select a Published Datasheet.
* Select the ***Move to*** option from the operation context menu.

&#x20;     ![](https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/oED5EHALTofDIhZVQtJa/image.png)​

* The ***Move To*** window appears displaying the available folders.
* Select a folder.
* Click the ***Move*** icon.  ​

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/4OvQM5pZcT9CwJjHOorZ/image.png" alt=""><figcaption></figcaption></figure>

* The users get redirected to the next screen displaying the selected folder name at the top.
* Click the ***Save*** option.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/wpmyXcbxmXbGe8idSXLl/image.png" alt=""><figcaption></figcaption></figure>

* A notification message appears.​

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/yAOd85lhzAIn15YuKo0C/image.png" alt=""><figcaption></figcaption></figure>

* The Datasheet gets moved to the selected space or the folder under a space.​

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/84qyRELHCX29aM3Wcq1m/image.png" alt=""><figcaption></figcaption></figure>

### Renaming a Datasheet

* Select the ***Rename*** option from the context menu.

&#x20;      ![](https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/8THDBOjiCM8mPvbAYFEt/image.png)

* A new window opens prompting to rename the Datasheet.
* Provide a ***New Name*** for the selected datasheet.
* Click the ***Save*** option.

&#x20;       ![](https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/fLCaw6n0EB9BxbFylHag/image.png)​

* The selected datasheet gets renamed.        &#x20;

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/oOH8p3Ue6ltEIDBdMXjr/image.png" alt=""><figcaption></figcaption></figure>

### Coping a Datasheet

* Select the ***Copy*** option from the context menu.

&#x20;       ![](https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/b73eFBMUsrGLyGJ6h9nn/image.png)

* Use the right click on another folder or on the blank space to get the ***Paste*** option.
* Click the ***Paste*** option.&#x20;

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/jJFfk9OVMv8XEtZiTkOM/image.png" alt=""><figcaption></figcaption></figure>

* The ***Paste*** window opens displaying the selected datasheet name with the '**Copy of-'** prefix. E.g., A Datasheet named ***Data Sheet Sample*** gets a new name, ***Copy of Data Sheet Sample*** as shown in the following image:
* Click the ***Save*** option.

&#x20;      ![](https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/9JoozG2Wi5Dzbdd5k3ys/image.png)​

* The datasheet gets copied to the selected space with the new name.&#x20;

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/LbCZBHVhH0G16Bcvt5Kb/image.png" alt=""><figcaption></figcaption></figure>

### Deleting a Datasheet

* Select the ***Delete*** option from the context menu.      &#x20;

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/shWPIwGHrObKa7QgYeOZ/image.png" alt=""><figcaption></figcaption></figure>

* The ***Delete*** window opens to confirm the action.
* Click the ***Delete*** option to delete the selected Datasheet.​      &#x20;

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/5UJsxLKiIzfhCmVH4x5M/image.png" alt=""><figcaption></figcaption></figure>

* The selected Datasheet will be deleted.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/k9B4N6OZO6oyyVg43718/image.png" alt=""><figcaption></figcaption></figure>

### Report Burst

* Select the ***Report Burst*** option from the context menu.      &#x20;

<div align="left"><figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/ysbdpeuCk3DGVSAPW1f2/image.png" alt=""><figcaption></figcaption></figure></div>

* The Report Burst drawer opens.
* Enter the internal or external user names/ mail ids.
* Provide Subject.
* Add description.
* Use the Schedule part to the schedule the report burst using Daily, Weekly, or Monthly option.
* Click the ***Save*** option.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/rZWrkIzAknR83968wQ8Z/image.png" alt=""><figcaption></figcaption></figure>

* A notification message appears to ensure that the Report Burst schedule status has been updated successfully.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/AVEupxIQbwIEuAvTx46X/image.png" alt=""><figcaption></figcaption></figure>

* The Report Burst option turns active.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/SNmnWHirLDaDYTs6bAfH/image.png" alt=""><figcaption></figcaption></figure>

* The user will receive a mail at the scheduled time together with the open doc link of the concerned Datasheet.

<figure><img src="https://content.gitbook.com/content/Q8HFiIhaFI79yX4ShRsp/blobs/BbR4fxTh1luBT14Qt16p/image.png" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> Click the **Stop Schedule** icon to stop the scheduled **Report Burst** action.*
{% endhint %}