Using Quick action connectors in dashboard visuals - Amazon Quick Suite
PrerequisitesEnable Quick actions on a dashboard to use action connectorsUse action connectors on a visualSecurity and customizationsLimitations
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Using Quick action connectors in dashboard visuals

Prerequisites

Before you begin, make sure to create at least one action connector.

The connector must meet these requirements:

  • Uses the User Auth authentication method

  • Uses one of the following integrations:

    • Atlassian Jira Cloud

    • Microsoft Outlook

    • Microsoft Teams

    • Salesforce

    • ServiceNow

    • Slack

Enable Quick actions on a dashboard to use action connectors

To enable Quick actions on a dashboard to use action connectors

  1. If a dashboard exists, go to the source analysis of the dashboard. Otherwise, create a new analysis.

  2. Choose Publish.

  3. Choose between New Dashboard or Replace existing dashboard.

  4. Choose the Enable Quick actions checkbox under Dashboard options.

  5. Choose Publish dashboard.

Use action connectors on a visual

To use action connectors on a visual

  1. Open a dashboard with the Enable Quick actions publishing option turned on.

  2. Hover over a visual.

  3. Choose the lightening bolt icon.

  4. A menu appears with a list of all supported action connectors and actions.

  5. Choose the desired action from the list.

  6. If you have not used the connector before, or if your previous login credentials have expired, an authentication modal will appear. Log in with appropriate credentials for your organization.

  7. An Action form appears in the right pane.

  8. Enter all the information you need to include with the action.

  9. Some fields allow the inclusion of autofill values. Choose Autofill to open the menu. Choose the values you need and they will be added to your entered text.

    • Today’s date: Injects today’s date

    • Visual name: Injects visual name

    • All: Injects both of the above

  10. Some actions support the ability to include an attachment. You can optionally attach an image of the visual with these actions by selecting the Visual image checkbox.

  11. Select the action button at the bottom of the form to invoke the action.

Security and customizations

Custom Permissions/Capability Customization

  • Actions capability: You cannot see or use actions if your user or role is restricted the permission to use the Actions capability

To learn more about custom permissions, see Creating a custom permissions profile in Amazon Quick Suite.

Row Level Security (RLS) / Column Level Security (CLS)

  • You cannot see or use actions on visuals that are based on datasets that use RLS or CLS.

To learn more about RLS, see Using row-level security in Amazon Quick Suite.

To learn more about CLS, see Using column-level security to restrict access to a dataset.

Dashboard publishing options

  • Enable Quick actions

    • You cannot see or use actions on any visuals of a dashboard that was published with the Enable Quick actions publishing option disabled.

To learn more about dashboard publishing options, see Publishing dashboards.

Limitations

Visual Image attachment support

The following visual types do not support image attachments:

  • High charts (when HTML is used)

  • ML Insights (when HTML is used)

  • Textbox and insights (when HTML is used)

  • Custom content

Note

For these visuals, the Visual image checkbox will not appear on the UI.