Bonnard

Charts and dashboards

Mark a dashboard as verified

Updated

A verified dashboard carries a tick beside its name and comes first for AI clients. Changes to it wait until someone publishes them.

Requirements

  • The Editor role or higher in your workspace.
  • To select Verify: the dashboard is your own.
  • To delete a verified dashboard: the Admin role or higher.
  • To work from your AI client: Bonnard connected.

Mark the dashboard as verified

In the console

Console only
  1. In the console at app.bonnard.ai, select Dashboards.
  2. Open the menu in the dashboard’s row, then select Verify. The dashboard editor has the same button.

The message reads Verified. Only you can see it, with Share, when nobody else has the dashboard. Otherwise it reads Verified, with Undo.

Verify gives the dashboard to everyone with the Editor role or higher and access to its data source, whatever the first message says. It gives nobody else access. To give the dashboard to others, open the Share dialog.

Make sure it is verified

In the console

Console only
  1. In the console, select Dashboards, then the Verified filter.
  2. Find the dashboard. A tick shows beside its name.

Change a verified dashboard

Anyone with the Editor role or higher can change a verified dashboard. Readers keep the published version until someone publishes the changes.

In your AI client

  1. Ask:

    Change the title of the <tile> tile on <dashboard> to <new title>.

    The agent replies Saved your edit to verified <id> as unpublished changes.

  2. In the console: select Publish changes in the dashboard editor.

In the console

  1. In the console, open the dashboard, then select Edit.
  2. Change a tile. The editor shows Unpublished changes.

Publish the changes

In the console

Console only
  1. In the console, open the dashboard in the editor.
  2. Select Publish changes. The message reads Published, and readers get this version.

To drop the changes, select Discard changes.

Remove verification

In the console

Console only
  1. Open the menu in the dashboard’s row, or Dashboard actions in the editor.
  2. Select Remove verification. The tick goes, and changes go live with Save.

Delete a verified dashboard

In the console

Console only

Deleting a verified dashboard takes the Admin role or higher. You cannot undo it. An AI client gets this refusal:

"<id>" is verified and cannot be deleted from chat; an admin can delete it in the console

  1. In the console, select Dashboards, then the menu in the dashboard’s row.
  2. Select Delete, then Delete in the dialog.