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Sharing & Delivery

📤 Share databoards with colleagues, external recipients, or Slack channels. Deliver live links, optional PDF attachments, and scheduled sends.

📍 Accessing sharing​

Entry pointPath
From a databoardEditor or list → Share
All shares admin viewBI → Databoards → Databoards Sharing

➕ Creating a share​

  1. Open a databoard → Share (or create from the sharing list).
  2. Choose delivery channel:
    • Email — enter recipient addresses (comma or space separated).
    • Slack — select one or more channels (requires Slack workspace connection).
  3. Set delivery format:
    • URL (live link) — always included; recipients open the interactive databoard.
    • PDF attachment — optional snapshot; preview layout with A4 preview in the editor first.
  4. Add an optional message.
  5. Optionally enable Schedule delivery — daily, weekly, or monthly with time and (for weekly) day of week.
  6. Save and Send now, or rely on the schedule.

Databoard share dialog

📋 Managing shares​

Databoards Sharing lists all share sessions across databoards:

  • Filter and search shares.
  • See status (active/inactive), delivery type, schedule, last delivery.
  • Open delivery history for a share to audit success/failure per send.

Databoards sharing list

⚙️ Slack integration​

To share via Slack:

  1. When creating a share, choose Slack as the channel.
  2. If not connected, click Connect Slack workspace — complete OAuth in the popup.
  3. Select target channels from the loaded channel list.
  4. Slack messages include the live link and optionally upload the PDF.

Slack is connected once per tenant; an administrator typically performs the initial OAuth install.

⚙️ Public / token access​

Shared live links include a shareToken query parameter. Recipients can open the databoard in a browser without signing in (read-only view), subject to share remaining active.

Example pattern:

https://<tenant>.<domain>/app/avantbi/databoards/<id>?shareToken=<token>

Public share route also available at /app/avantbi/share/<token>.

⚙️ Deactivating a share​

Deactivate a share to:

  • Stop scheduled deliveries.
  • Invalidate public tokens.
  • Pause the share without deleting history.

🚫 Scope notes​

  • PDF generation captures the databoard as rendered — complex layouts may need A4 tuning.
  • Email delivery uses the platform email service (Mailgun in production).
  • Slack requires workspace admin approval for the OneAvant Slack app.
  • External recipients on live links see view mode only — no edit access.