Object view page
One of the main pages in the Analytics Hub provides detailed information about objects, including responsible persons, object permissions, and other relevant details.
At the top, users can view the object cover, object name, and object status, which is related to the business processes.
The page includes several functional areas.
Tabs
Sticky panel
| Item | Description |
|---|---|
| Open button | allows you to follow the main link (depends on attribute main link type) |
| Business processes select | allows you to start a business process related to the current object type (depends on object type settings ) |
| Edit button | allows you to follow the edit object page |
| Chat button | provides access to the chat feature where users can interact by sending, editing, or deleting comments, tagging users, replying to messages, adding images, or reacting with emojis. Additional options like editing, deleting, and replying appear in the menu after hovering over a message |
| BI access icon | indicates user access to the BI report: green open lock for access granted and close lock for no access |
| Pin button | allows you to show the object on the Dashboard |
| Star button | allows you to show the object in MyWorkspace. |
Chat
The Chat button provides access to the chat feature, where users can interact by sending, editing, or deleting comments, tagging others, replying to messages, adding images, or reacting with emojis.
The window has two sections: Messages, for chatting, and Notifications, for viewing process requests requiring your attention.
| Feature | Description | UI |
|---|---|---|
| Send comment | allows you to text comment and send by clicking on Send button | text area |
| Edit comment | allows you to edit own comment; admin can edit any comment; will be available in the three dots menu after hovering on the message preview | edit button; text area |
| Delete comment | allows you to delete own comment; admin can delete any comment; will be available in the three dots menu after hovering on the message preview | delete button |
| Tag user | user can tag another user or group; the tagged user will see an activity indicator | multiselect with search |
| Add image | allows you to add one or several images to the message; max size for image is 10Mb | paper clip button |
| Reply | allows you to reply to message; will be available after hovering on the message preview | reply arrow button |
| Add reaction | allows you to add one or several emojis to the message; will be available after hovering on the message preview | emoji button |
Three-dots menu
Available features depends on licences and permissions
| Feature | Admin | Editor | Reader |
|---|---|---|---|
| .xlsx export | yes | yes | yes |
| .pdf export | yes | yes | yes |
| copy | yes | yes | no |
| move | yes | yes | no |
| edit | yes | yes | no |
| delete | yes | yes | no |
| share | yes | yes | yes |
| absorb | yes | yes | no |
| clear from import | yes | yes | no |
| generate description | yes | yes | yes |
export to .xlsx
export file includes data:
- list of related objects;
- list of related categories;
- list of responsible persons and groups;
- list of object attributes with value;
.xlsx file can be used for import
export to .pdf
export file includes data:
- list of object attributes with value;
- list of related objects;
- list of related categories;
- list of responsible persons and groups;
- list of images related to the object
copy object
- the unique name should be used for the new object;
- the user will move the message with the link to the new object when the copying is successful;
- if the original object was related with categories, the copy will relate with the same categories.
move object
Modal window with conditions for moving
| Field | Description | UI |
|---|---|---|
| Name | non-editable | text |
| Object type | non-editable | text |
| Category name | required field | select with checkboxes |
edit object
The "Edit Object" feature enables users to modify the details of an existing object within the system, including the name, object type, category, report system, description, attributes, roles, and relations.
How to Use:
Select the object you want to edit.
Click on the "Edit" button in the context menu or toolbar.
Make the desired changes in the editable fields.
To save the updates, click the "Save" button.
- If you want to discard the changes, click "Cancel".
Additional Notes:
Changes take effect immediately after saving.
Some fields may be restricted based on user permissions.
All changes will be recorded and displayed in the History tab for tracking.
delete object
The "Delete Object" feature allows users to permanently remove an object from the system.
How to Use:
Select the object to be deleted.
Click the "Delete" button in the context menu or toolbar.
Confirm the action in the confirmation dialog.
absorb
Available only for objects imported from BI - Absorbing
clear from import
Available only for objects imported from BI. Object will be deleted with related hierarchical child objects.
share
The "Share" button in the object's context menu allows users to share the object's card with another user or group within the system.
How to Share an Object
Click on the "Share" button in the context menu.
- A special form titled "Share Object" will appear.
In the "Choose Name" field, type the username or group name.
- Start the input with "@" to search for the desired recipient.
To finalize the action, click the "Share" button.
- To cancel the operation, click the "Cancel" button.
Functionality Upon Sharing
Notifications are sent to the selected users, informing them that the object has been shared.
These notifications are displayed in the "Shared with Me" panel on the Dashboard.
If SMTP is configured, an email notification is also sent.
generate description
Automatically creates a description for the selected item using ChatGPT's assistance.