docs(dashboards): document Dashboard Agent duplicate-then-edit for Explorer-role viewers - #11491
Open
keydunov wants to merge 1 commit into
Open
docs(dashboards): document Dashboard Agent duplicate-then-edit for Explorer-role viewers#11491keydunov wants to merge 1 commit into
keydunov wants to merge 1 commit into
Conversation
…plorer-role viewers (CUB-3052) Explorer-role-and-above viewers who lack edit access to a published dashboard's workbook can now ask the Dashboard Agent to make a change; it duplicates the dashboard into a new workbook they own, applies the change to the copy, and hands off to the new dashboard instead of just explaining the limitation. Editors with workbook edit access continue to edit in place. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014LqH3dZ9Vw8NzqBWCqtj1s
Contributor
|
Preview deployment for your docs. Learn more about Mintlify Previews.
💡 Tip: Enable Workflows to automatically generate PRs for you. |
Contributor
|
Claude finished @keydunov's task in 1m 36s —— View job Review: docs-only, correct in substance — 5 consistency/wording issues, none blockingVerdict: approve with comments (0 high, 2 medium, 3 low). The behavior described matches the PR's account of CUB-3052, and the anchors resolve. Main gap: the page's other statements of the old rule weren't all swept, and the new fact is now repeated four times. Full review — findings, todos, notesTodos
Findings
Finding 1 in detail (outside the diff, so no inline comment)
- **Dashboard Agent** (this page) — for viewers of a published or embedded
dashboard: question-and-answer about what's on screen, plus changing your
own filters and time granularity.
...
The published Dashboard Agent can adjust **your own view** — filters and time
granularity, for your session only — but intentionally cannot author or change
the **saved** dashboard.This callout is the first thing on the page and is the version most readers will take away. It states the pre-CUB-3052 rule unqualified. Suggested replacement for the last paragraph: The published Dashboard Agent can adjust **your own view** — filters and time
granularity, for your session only — and does not change the **saved**
dashboard. If you have the Explorer role or higher, asking it to edit the
dashboard duplicates it into a workbook you own first — see
[Editing without edit access to this dashboard](#editing-without-edit-access-to-this-dashboard).Checked and fine
On the overlap with #11405The PR body flags that #11405 documents editor in-place editing on this same section. Findings 1, 3, and 5 all land in text #11405 also rewrites — whichever merges second will want to re-read the whole "can/can't" block rather than resolve conflicts hunk-by-hunk, since the two PRs are describing two halves of one behavior and the merged text should state it once. |
![claude[bot]](https://avatars.githubusercontent.com/in/1236702?s=60&v=4){kind=small}
Comment on lines
+153
to
+157
| - Edit this dashboard directly, or add/remove its widgets — if you have the | ||
| Explorer role or higher, it duplicates the dashboard into a new workbook | ||
| and edits the copy instead, or edits in place if you have edit access to | ||
| the dashboard's workbook; see | ||
| [Editing without edit access to this dashboard](#editing-without-edit-access-to-this-dashboard) |
Contributor
There was a problem hiding this comment.
This bullet lives under It can't: but its body describes two things the agent can do (duplicate-and-edit, or edit in place). A can't-list entry that spends four lines listing capabilities is hard to scan and self-contradictory.
Cleaner split: keep the can't-bullet minimal and move the capability to It can:.
Suggested change
| - Edit this dashboard directly, or add/remove its widgets — if you have the | |
| Explorer role or higher, it duplicates the dashboard into a new workbook | |
| and edits the copy instead, or edits in place if you have edit access to | |
| the dashboard's workbook; see | |
| [Editing without edit access to this dashboard](#editing-without-edit-access-to-this-dashboard) | |
| - Change the saved dashboard without your permission — with the Explorer role | |
| or higher it edits a duplicate you own, or edits in place if you have edit | |
| access; see | |
| [Editing without edit access to this dashboard](#editing-without-edit-access-to-this-dashboard) |
Comment on lines
+161
to
+162
| If you need any of those and don't have the Explorer role or higher, use the | ||
| [Workbook Agent][ref-workbook-agent] instead. |
Contributor
There was a problem hiding this comment.
This over-generalizes the exception. "Any of those" covers creating reports or workbooks and changing the data model — an Explorer still needs the Workbook Agent for both. The new behavior only exempts editing this dashboard. As written, an Explorer reading this concludes they don't need the Workbook Agent at all.
Suggested change
| If you need any of those and don't have the Explorer role or higher, use the | |
| [Workbook Agent][ref-workbook-agent] instead. | |
| To create reports or workbooks, or to change the data model, use the | |
| [Workbook Agent][ref-workbook-agent] instead. |
Comment on lines
+117
to
+125
| ## Editing without edit access to this dashboard | ||
|
|
||
| If you have the Explorer role or higher but don't have edit access to this | ||
| specific dashboard's workbook, asking the agent to change something doesn't | ||
| just explain the limitation. Instead, the agent duplicates the dashboard into | ||
| a new workbook that you own, applies your requested change to that copy, and | ||
| hands you off to the new dashboard — the original is never touched. If you do | ||
| have edit access to the dashboard's workbook, the agent edits it in place | ||
| instead. |
Contributor
There was a problem hiding this comment.
Two small things on the new section:
- The heading says "without edit access," but the last sentence covers the with edit access case too. "Editing the dashboard" (or "Asking the agent to edit the dashboard") would match the content and also be the heading a reader scans for. Note this would change the anchor in the three places that link to it.
- Explorer is bolded and linked to the roles docs elsewhere in the docs (
admin/ai/skills.mdx:121,docs/explore-analyze/skills.mdx:64). Worth matching — a viewer reading this page has no way to check what role they have.
Suggested change
| ## Editing without edit access to this dashboard | |
| If you have the Explorer role or higher but don't have edit access to this | |
| specific dashboard's workbook, asking the agent to change something doesn't | |
| just explain the limitation. Instead, the agent duplicates the dashboard into | |
| a new workbook that you own, applies your requested change to that copy, and | |
| hands you off to the new dashboard — the original is never touched. If you do | |
| have edit access to the dashboard's workbook, the agent edits it in place | |
| instead. | |
| ## Editing the dashboard | |
| If you have the **Explorer** [role][ref-roles] or higher but don't have edit | |
| access to this specific dashboard's workbook, asking the agent to change | |
| something doesn't just explain the limitation. Instead, the agent duplicates | |
| the dashboard into a new workbook that you own, applies your requested change | |
| to that copy, and hands you off to the new dashboard — the original is never | |
| touched. If you do have edit access to the dashboard's workbook, the agent | |
| edits it in place instead. |
([ref-roles]: /admin/users-and-permissions would need adding to the link block at the bottom.)
Comment on lines
+172
to
+177
| - **No authoring on published dashboards for viewers without the Explorer | ||
| role.** The published Dashboard Agent cannot create reports or build | ||
| dashboards, edit the saved dashboard, or change the data model. Those live | ||
| in the [Workbook Agent][ref-workbook-agent]. Explorer-role-and-above viewers | ||
| get a form of authoring too — see | ||
| [Editing without edit access to this dashboard](#editing-without-edit-access-to-this-dashboard). |
Contributor
There was a problem hiding this comment.
The bolded lead is now a two-line clause that wraps mid-phrase ("...for viewers without the Explorer / role.") — the Limitations bullets are meant to be scannable one-liners. Also, "get a form of authoring too" is vague where the rest of the page is specific.
This is the fourth place the same duplicate-then-edit fact is stated (new section, "can/can't" intro, "It can't" bullet, here). docs-mintlify/CLAUDE.md asks to "say it once" — a shorter pointer is enough here.
Suggested change
| - **No authoring on published dashboards for viewers without the Explorer | |
| role.** The published Dashboard Agent cannot create reports or build | |
| dashboards, edit the saved dashboard, or change the data model. Those live | |
| in the [Workbook Agent][ref-workbook-agent]. Explorer-role-and-above viewers | |
| get a form of authoring too — see | |
| [Editing without edit access to this dashboard](#editing-without-edit-access-to-this-dashboard). | |
| - **Limited authoring on published dashboards.** The published Dashboard Agent | |
| cannot create reports or workbooks, or change the data model — those live in | |
| the [Workbook Agent][ref-workbook-agent]. Editing the dashboard itself | |
| requires the Explorer role or higher; see | |
| [Editing without edit access to this dashboard](#editing-without-edit-access-to-this-dashboard). |
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
2 participants
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Check List
Description of Changes Made
Routine sweep cross-checking recent
cubejs-enterprisechanges againstdocs-mintlify, filtered through the customer-facing criteria incubejs-enterprise/.claude/shared/customer-facing-criteria.md.cubejs-enterprise#13610(CUB-3052, shipped) changed the published Dashboard Agent's behavior for a viewer who has the Explorer role (or higher) but lacks edit access to the specific dashboard's workbook: asking the agent to change something no longer just explains the limitation — the agent now duplicates the dashboard into a new workbook the viewer owns, applies the change to the copy, and hands the viewer off to the new dashboard. The original dashboard is never touched. Editors with workbook edit access continue to edit in place (pre-existing behavior, confirmed still gated by a separateeditableWorkbookIdsignal in the frontend code).docs/explore-analyze/dashboards/dashboard-agent.mdxflatly stated the agent "can't ... Edit the dashboard, or add/remove widgets" for everyone, which is no longer accurate for Explorer-role-and-above viewers. This PR:No code changes; docs only.
(Note: a separate open PR, #11405, documents the editor in-place-editing behavior for the same page — that's a distinct pre-existing capability this PR doesn't overlap with, though both touch the same "can/can't" section and may need reconciling at merge time.)
🤖 Generated with Claude Code
https://claude.ai/code/session_014LqH3dZ9Vw8NzqBWCqtj1s
Generated by Claude Code