Web links to dashboards and reports are placed in the operating system clipboard so they can be pasted into other applications, such as emails. With the Reporting Web Viewer, dashboards and reports can be viewed from web browsers, including mobile web browsers, using the additional Web Viewer. This allows users who do not have access to the Unity Client to view dashboards and reports.
In order to access a dashboard or report from the link, the user following the link must have access to the OnBase Unity Client that contains the dashboard or report and permission to view the dashboard or report.
The Reporting Web Viewer has limited functionality. It is not intended as a replacement for the Unity Client dashboard and report viewer. Advanced features such as drill-down items and master filtering are available, and dashboard items can be exported as images or PDFs, but the following common features are not available in the Web Viewer, as well as other features not listed:
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Changing the input parameters of the dashboard or report
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Zooming and enlarging items
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Printing options
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Using display actions to open documents in OnBase
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Modifying dashboards
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Saving customizations to items, such as item widths
To copy a Web Viewer link to the clipboard:
Web Viewer links are not accessible using the OnBase Web Client.
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Click Copy to Clipboard | Copy Hyperlink in the Actions ribbon group.
Note:
The Create Integration Hyperlink privilege is required to use the Copy Hyperlink option.
The Create Dashboard Hyperlink or Create Report Hyperlink dialog box is displayed if the data provider of the dashboard or report being linked to contains runtime parameters (parameters with values provided by the user).
If the dashboard or report contains no runtime parameters, the link is copied to the clipboard and no additional dialog box is displayed.
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If the Create Dashboard Hyperlink or Create Report Hyperlink dialog box is displayed, select an option for how runtime parameter values are handled when the dashboard or report is displayed.
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Prompt user to provide parameter values: Select this option to prompt the user accessing the dashboard or report to enter values for the runtime parameters. The user is prompted even if the parameters are not required and contain default values.
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Use the following values: Select this option to provide values for the runtime parameters. The values entered are used to display the dashboard or report when the hyperlink is followed. The user is only prompted to enter values for required runtime parameters that do not values.
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Prevent parameter changes: Enabling this option prevents users from changing the parameters entered in the dashboard or report when the link is created. If this option is not enabled, the dashboard or report is presented with the values set during link creation, but these can be altered by the user.
Tip:The user accessing the dashboard or report in the Web Viewer is able to change the runtime parameters after loading the dashboard or report by clicking Parameters in the upper right corner of the page.
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