Collaboration in the Bold BI
This section explains how to collaborate with other users in the Bold BI cloud by commenting on dashboards.
The Collaboration feature in Bold BI lets users write comments on a dashboard to share with other users who have access to the dashboard. It is useful for tracking events and providing insights into those events. Users can also add links to other dashboards or any external websites.
Anyone with access to a dashboard can write comments. When a comment is added to a dashboard, users who have notifications enabled in their profile receive email and system notifications. Learn more about the notifications in this documentation.
Post a new comment
To post a new comment, open the dashboard and click the comment icon in the top-right corner as shown in the following image.
Type a comment in the text area and click Post to save the comment in the dashboard.
NOTE: Clipboard images can also be added along with comments by simply copying an image and pasting it in the text area.
Reply to a comment
To reply to a comment, click the Reply icon in the comment as shown in the following image.
Type the reply in the text area and click Reply to save it in the dashboard.
NOTE: You can also reply to a reply of a comment. This can be repeated any number of times.
Edit a comment
To edit a comment, click Actions to see more options available to a comment or a reply and then click
Edit as shown in the following image.
Edit the comments and click Save to save your changes.
Delete a comment
To delete a comment, click Actions button to see more options available to a comment or a reply and then click Delete as shown in the following image.
Show parent comment of a reply
To see the parent comment of a reply or to see which comment a reply has been posted to, click Actions and then click Show Parent button as shown in the following image.
By clicking show parent, the parent comments of a reply are highlighted as follows.
Mention Users in comments
Users can be mentioned in comments to notify them about the comments by email.
Type @ followed by the user’s name, and then select the user from the list of possible names to mention them in a comment.
NOTE: The previous options - Post a new comment, reply to a comment, edit a comment, delete a comment, and the show parent comment of a reply- apply to Widgets inside a dashboard. Click here for more details about dashboard and Widget commenting.
Notification
Whenever dashboards or widgets receive comments, users will be notified in two different ways:
- System notification.
- Email notification.
Learn more about the notification here
NOTE: An email setting is not necessary for collaboration. If email settings are not configured, then email notification will not be sent.
Related links
Blog Post - https://www.boldbi.com/blog/collaborate-with-business-dashboards-online-using-bold-bi