Search results

How to create your own Save or Publish dialog for Designer in Javascript embedding

In Javascript-based embedding, there are methods for creating categories, getting categories, and saving dashboard actions. With the help of the above method, design your prompt and bind action to your UI. So, this section explains how to create your own Publish or Save prompt with the necessary steps to use in your designer embedding.

Publish or Save dialog has been created and used in dashboard designer embedding. Follow the given steps to apply in your environment.

Steps to follow for customizing the publish dialog in designer embedding

  1. Please download the ASP.NET Core Sample.

  2. Provide your embed properties details in the EmbedProperties.cs file, then run your application.

    AddEmbedProperties

    RootUrl Dashboard Server BI URL (ex: http://localhost:5000/bi, http://demo.boldbi.com/bi)
    SiteIdentifier For Bold BI Enterprise edition, it should be like site/site1. For Bold BI Cloud, it should be empty string.
    Environment For Bold BI application environment (if Cloud, it should be like `cloud`, if Enterprise, it should be like `enterprise`)
    DashboardId Dashboard id which you want to render in the applciation.
    UserEmail UserEmail of the Admin in your Bold BI, which would be used to get the dashboards list.
    EmbedSecret Get your EmbedSecret key from the Embed tab by enabling the Enable embed authentication in the Administration page
  3. To open your own Publish dialog, use the actionBegin event while creating the Bold BI object as follows.

    DefineActionBegin

  4. While clicking the Publish button from the designer, the actionBegin event would be triggered with the type value as PublishAsAction, where the dialog has been created using EJ2 controls(Dropdown, Textbox, and Button).

    ClickPublishDropdown

  5. To get the categories information such as category name and category id, the getDashboardCategories() method has been called as follows. For more information, see getDashboardCategories().

    CreatePublishPanel

  6. Once you get the category list, bind to the DropdownList of the Select Category, and it will appear as a selection option.

    SelectCategoryDropDown

    ShowListCategory

  7. A new popup has been created for creating a new category, which will appear when clicking the add icon in the publish dialog.

    CreateNewpopup

  8. Get the inputs of the category Name and Description from creating category dialog and creating a new category using the createDashboardCategory() method available in Bold BI. For more information, see createDashboardCategory().

    ClickSaveCategory

    SaveNewCategory

  9. For saving or publishing the dashboard with given details, call the saveDashboard() method by passing the dashboardName, categoryId, categoryName, and description as parameters as follows. For more information, see saveDashboard().

    SaveDashboard

    ClickPublish

  10. Now, your new dashboard will be published into a respective category. The same method will be used to Publish the existing dashboard and PublishAs the new dashboard from the existing one.

    OpenPublishDialog