How to set default custom sorting for dashboard listing

In Bold BI Embedded Analytics Server, the dashboard listing page is sorted with Recently Updated by default. This article will guide you on how to set preferred dashboard custom sorting using the configuration file.

Configuring Dashboard Sorting using configuration file

To configure the dashboard custom sorting in Bold BI Embedded Analytics Server, follow the steps below:

1. Login with UMS admin user.

2. Go to UMS Configuration Settings page and choose custom_ui.json in the Search your files drop-down

   URL: {domain_name}/ums/administration/config-editor

   
3. Obtain the site identifier of the BI tenant site from the Site URL say example, in the URL ​http://localhost/bi/site/site1, site1 is the site identifier.
4. If we need to configure for specific BI tenant sites, then provide those site identifiers as list in the Sites -> Name node or if same settings need to apply for all the BI tenant site, then we can provide "*" which is the wildcard for all the tenant sites instead of the providing each individual site identifiers list as shown below,
   Apply for specific tenants Apply same settings for all the tenant sites
5. Then provide the profile name to know which profile settings needs to apply for the tenant site, since we can apply different settings for different tenant sites in the Profiles -> Name and Sites -> Profile nodes. For more details, please refer to the section which contains sample configurations.

6. Add the ItemSorting node if it is not present in the Profiles section with the desired sorting value and save the changes.
   

   

Here’s a sample code for configuring the dashboard sorting in Profiles section:

{
  "Profiles": [
    {
      "Name": "profile1",
      "Dashboards": {},
      "Datasources": {},
      "Schedules": {},
      "Slideshows": {},
      "Pinboards": {},
      "Publish": {},
      "Users": {},
      "Settings": {},
      "CustomMenu": [
        {}
      ],
      "ItemSorting": "ItemNameDescending"
    }
  ]
}

Allowed Values for ItemSorting

The allowed values for the ItemSorting node are:

• RecentlyUpdated
• ItemNameAscending
• ItemNameDescending

Sample Configuration for specific tenant

"Sites": [
    {
      "Name": ["site1"],
      "Profile": "profile1"
    },
    {
      "Name": ["site2"],
      "Profile": "profile2"
    }
],
“Profiles”: [
  {
   "Name": "profile1",
   "ItemSorting": "ItemNameAscending"
  },
 {
   "Name": "profile2",
   "ItemSorting": "ItemNameDescending"
  }
]

"Sites": [
    {
      "Name": ["*"],
      "Profile": "profile_name"
    }
],
“Profiles”: [
    {
   "Name": "profile_name",   
   "ItemSorting":"ItemNameDescending"

  }
]

"Sites": [
    {
      "Name": ["site1", "site2"],
      "Profile": "profile1"
    },
    {
      "Name": ["*"],
      "Profile": "profile2"
    }
],
“Profiles”: [
    {
   "Name": "profile1",
   "ItemSorting":"ItemNameAscending"

  },
 {
   "Name": "profile2",
   "ItemSorting":"ItemNameDescending"

  }
]

Reference

For more details about custom_ui configuration for other settings, please refer below link,

User interface customization in Bold BI embedded analytics