Workflow Bookmarks + Password Parameters = Dynamic Bookmarks

Modified on Mon, 03 Aug 2020 at 04:23 PM

Workflow Parameters

In Omniscope Evo you can create workflow parameters either on the project level or on the whole application level, and reference them from any project.

Project parameters can be created/edited from the 3-dot menu inside the project, while the app-wide params are managed via the Admin application. (see article)

From each workflow users can reference both types of parameters.

New type of parameter is the password type - it allows the user to create a parameter where the actual value is hidden. 

This will allow for the central password management, where one or limited number of administrators are managing access to various APIs and databases, so that other analysts/ project users can access the data, without the need to have the credentials. Safe and convenient!

Block bookmarks

Block bookmark functionality allows the user to bookmark frequently used workflow blocks, especially those with multiple credentials, then reuse them with a single click. (see article)

Combination of the two allows the administrator to remotely manage multiple projects' access to any data source. 

Let's say that a company has 100 iox projects where a particular database block is referenced is considering server migration. Instead of someone having to log into 100 iox projects to make changes to the details - database location/ credentials  - an administrator could update all these details in less than a minute by editing parameters for host, username, password, instance, port...

In the application Admin > Branding, Permissions, Parameters level you can create or edit a parameter.

Bookmarked blocks will be visible to all the users on the same Omniscope installation (Team or Enterprise).

Just for clarity - parameters are remotely managed devices allowing analysts/report creators to affect the data transformation outcome. 

Variables are used inside the Reports and are a method to empower the dashboard viewer to affect the outcome in the visualisation in front of them i.e. to explore 'what if' scenario or decide which dimensions to use for a chart ( to make choice of fields on the X and Y axis, or which fields to use for split / measure comparison).

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