Work with Others
DataChat provides several ways to work with others in your organization. Share completed charts, collaborate on workflows.
Once you've created a chart or table, the chart menu includes four options for sharing.
From left to right:
Click the Publish button to publish a chart to an Insights Board. You can then share the Insights Board with others in your organization.
Click the Copy link to clipboard button to generate a URL that is copied to the clipboard. When the recipient clicks on the link, the interactive chart opens in a browser window.
Click the Export chart button to download the chart as a PNG file. Unlike the browser link described above, the static image is not interactive.
Click the Export the chart's data button to download the dataset that was used to create the chart as a CSV file.
A dataset selected in the dataset panel includes two options for sharing.
Click the Publish button to publish a table to an Insights Board. You can then share the Insights Board with others in your organization.
Click the Export table button to run the
Export skill. The selected version of the dataset in the table is saved as a CSV file and the success message in the chat panel displays the link. Click on the link to download the CSV.
There are two ways to share database connections, files, folders, Insights Boards, snapshots, and workflows with other users:
- Homepage. The Share button within each homepage sidebar section.
- Session. The
Shareskill from within a session.
Homepage: Use the Share Button
From the homepage, you can use the Share button to share an object with other users. To share a file, use the Share Skill.
- Select from the sidebar which type of DataChat object you want to share.
- Select the specific DataChat object.
- Click the Share button.
- Select the users with whom to share.
- Select whether they have "Viewer" or "Editor" permissions.
- Click Save.
Session: Use the Share Skill
From the chat box within a session, you can use the
Share skill to send to other users: database connections, files, snapshots, and workflows.
To share a connection to a database (with or without credential information), enter
Share the connection <name>and select whether you want to send credential information, then enter
withand select the users to share the connection with.
To share a file with another user, enter
Share the file <name> withand select or enter their email address.
To share a snapshot with other users, enter
Share the snapshot <snapshot name> withand select the user emails with whom you want to share the snapshot. Optionally, add the extension
calling the shared snapshot <shared snapshot name>to rename the snapshot as you share it. You can also share a snapshot that was created with the Share by you (or shared with you) by entering
Share the snapshot withand selecting the user emails with whom you want to share.
To share a workflow with another user, enter
Share the workflow <name> with all users in my organizationor
Share the workflow called <name> withand select or enter their email addresses. Note that you must be a level three user to share a workflow with all of the users in your organization. Also, only you, the originating user, can delete the workflow.
On the receiving end, the shared files, snapshots, and workflows can be viewed in the File Manager (Settings > Files or user icon > My Files). The receiver can use the file, snapshot, or workflow in skills such as
Hide Shared Objects
From the homepage, you can hide objects that are shared with you – database connections, files, folders, Insights Boards, snapshots, and workflows. A shared object features a group icon next to it. Hover over the icon to see who owns the object.
For example, to hide the shared workflow "Calcar":
- Click the workflow to select it.
- Click the Hide Workflow button.
- Toggle the Show Hidden button.
To show hidden objects, toggle the Show Hidden button. A check mark indicates that all objects are showing.
To unhide the shared workflow "Calcar":
- Toggle the Show Hidden button so that all hidden objects appear.
- Click the workflow to select it.
- Click the Unhide Workflow button.
Collaborate with Others
Collaborate skill, you can work with another user in real time by temporarily granting them access to your account, including your workflows, files, and databases. When you end the session, the user you’re collaborating loses their temporary access to your account.
To begin collaborating on your workflow with another user, enter
Collaborate on this workflow with in the chat box, then select or enter their email address. The number of collaborators appears next to the workflow name.
On the receiving side, the workflow appears in the Active Sessions section of the homepage. You, the sender, are listed as the workflow's owner.
When the receiver opens the session, they see the exact same content in the chat history and display panel as you do. From here, you and the receiver can work on the workflow together in real time.