Favorites

This topic discusses how you can save display settings as favorite views. You can reload favorites and share them with other users.

Save a display as a favorite

Save a module's display settings as a favorite view. The favorite saves the following settings: Filter, selected columns, sort order, and grouping.

Each module has its own set of favorites.

In the Dashboard module, the favorite saves all the displayed widgets and their layout.

To save the module's display view as a favorite:

  1. In the top banner, open the Favorites menu , and click Save New Favorite.
  2. In the Save Favorite dialog box, enter the name for your favorite.
  3. To share the favorite with all users or with a specific team, select the necessary option.

    Note: Users with the predefined Viewer role cannot share favorites.

  4. Click Save.

If you change the display settings of an existing favorite, and then save or load it, the favorite icon changes to . To re-save the favorite with the current settings, in the Favorites menu, select Update Favorite.

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Manage favorites

You can manage your personal, team, or public favorites in the Favorites menu.

To manage favorites:

  1. In the top banner, open the Favorites menu , and then click Load/Manage.
  2. In the Load/Manage Favorites dialog box, perform the following actions on the favorites:

    Action Description
    Load Display the favorite view.
    Link Copy an internal link to a favorite. The internal link is intended for workspace users.
    Share Share a favorite with a specific team or with all users.
    Create public link Dashboard favorites: Create a link that you can share externally. For details, see Share dashboards externally.
    Pin Add a public favorite to the My Favorites category.
    Delete Delete a favorite. You can delete only favorites that you own.
  1. To better organize or narrow down the list of your favorites, you can search, sort, or filter the list.

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Share dashboards externally

You can share a public link of a dashboard favorite with non-ALM Octane users. The external users can access the dashboard without an ALM Octane login.

ALM Octane Editions: Sharing dashboards externally is available for Enterprise edition only.

Overview

Using public links, you can:

  • Share the dashboard link with stakeholders who may not be users in ALM Octane.
  • Embed the dashboard in presentations or online documents, such as SharePoint or Confluence.

The public link displays live data from ALM Octane in read-only mode.

Users with the public link will be able to view the same widgets with the same data as displayed in the favorite inside ALM Octane. The same data access permissions that apply to the user that created the public link apply to the data displayed using the link.

You can share public links of favorites that you created. You can load other favorites and save them as another favorite.

Prerequisites

To enable sharing dashboards externally, your administrator needs to set several configurations. For details, see Public favorite links - admin tasks.

To share a dashboard outside ALM Octane:

  1. In the Dashboard module, open the Favorites menu , and then click Load/Manage.
  2. In the My Favorites category, click the Public link button alongside the favorite that you want to share externally.

  3. In the popup, set an expiration date for the public link. After the expiration date, external users will not be able to access the dashboard with the link.

    Leave the date empty to allow the public link to work perpetually. You can set or change the expiration date later.

  4. In the same popup, click Create public link. The public link is created and copied to your clipboard.

    To copy the same public link again, click the activated Public link button and click Copy public link.

  5. To revoke a public link, click the activated Public link button and click Revoke.

    After a public link is revoked, external users will not be able to access the dashboard with the same link.

    You can create a new public link to share the dashboard externally again. The new public link will be different from the previous public link.

Embed public favorites

You can embed a public dashboard in online pages, such as SharePoint or Confluence.

For example, to embed a dashboard in a SharePoint page:

  1. In your SharePoint page, click Embed Code.
  2. Enter the following code:

    Copy code
    <<iframe src="favorite public link" width="1200px" height="700px">
    </iframe>>

The size of the generated page is determined by the size of the browser in which the public link is opened.
You can also determine the dimensions explicitly using the width and height parameters.

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See also: