How to save a project with the components left column closed, and then not be open when project reopened? | Community
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Obeab
Level 2
June 5, 2024
Question

How to save a project with the components left column closed, and then not be open when project reopened?

  • June 5, 2024
  • 2 replies
  • 676 views

It is troublesome to give a project to a business user and when they open it, the left column is open showing the components. They could care less. When I save the project, that column is closed. Is there a setting somewhere where I can force the behavior described above?

Thanks ...

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2 replies

MandyGeorge
Community Advisor and Adobe Champion
MandyGeorgeCommunity Advisor and Adobe Champion
Community Advisor and Adobe Champion
June 6, 2024

When you open a dashboard, by default that will always be open if they have the ability to edit the report.

If you give them read only access I believe it should open the report with no component menu at all. I think the 'share with anyone's links do the same thing.

Jennifer_Dungan
Community Advisor and Adobe Champion
Jennifer_DunganCommunity Advisor and Adobe Champion
Community Advisor and Adobe Champion
June 6, 2024

For myself, if I have the left panel minimized, when I open any project it's minimized. If it's open, then when I open any workspace the panel is open... I think this is a setting per user, not something that you can save for anyone else. I think this would be something that each user would have to minimize themselves....

 

As @mandygeorge said, I think the "Share Workspace with Anyone" feature, being specifically a view only interface shouldn't contain the left components panel, but that view comes with its own set of challenges.....

 

The problem with the "View Only" permission is that it also kills the ability to change the date range... so in my org, I have to give everyone Duplicate permissions just to allow them that access which is required.

 

 

I wish there was something in between... I don't really like the Share with Anyone myself, and have no used it at all.  I hate to say it, but Google's Looker Studio having a View vs Edit experience would be an ideal solution... even for myself. If I just need to open a report to check some numbers I don't need the whole editing interface (there would still be an option to switch between View and Edit mode of course, so if we have to do any ad hoc breakdowns or dig a little deeper into the data we have it readily available)

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