User backed embedding custom dashboard homepage set by users

  • Describe Feature
    More flexibility in showing different Workbooks in a user backed embed

  • What is the use case?
    We are leveraging Sigma user backed embedding as a dashboard homepage for our users. We have ~500 customers that require the dashboard homepage to be unique for them. Right now, we don’t have a simple workflow to allow our users to continually update their dashboard page. They are stuck with what we give them

  • How often would this feature be used?

  • What is the impact of this feature on your organization?
    Large. This would provide us a big competitive advantage in our market

Hi Joe,

This got brought up in one of the embed team meetings recently. What I have seen done is the use of a “Landing Page” workbook and appending users specific “/workbook/{{user-specific-workbook-ID}}” to the end in the embed url. In this way each person can be brought to their specific “homepage” as you call it with the ability to edit it. How to do it:

Create a “Landing Page” workbook and generate embed url + share to your embed team

  • This should have general instructions but is not something we expect users to actually “Land on” when they first get served an embedded workbook.
  • Share additional workbooks with the team/s with Can Edit capabilities
  • In the embed URL, we will append “/workbook/{{workbook-ID}}” which we can get from the url of a workbook IN the sigma app OR from a call to the public API
    • EG
    • We can also include a “/edit” if we want them to open directly in edit mode though it seems in your case thats not needed.

What is the advantage of this

  • Embed users can edit documents directly instead of saving a copy or navigating to another workbook they can save
  • No need to generate / keep track of multiple embed URLS, instead use just one and the rest will be the traditional sigma url
  • Can still use workspace navigation to get to other workbooks they should have access to.

What is the disadvantage

  • Since there is no live edit, opening directly into edit mode will in some cases serve a old version of the workbook. This will happen if a users makes some changes in a session without publishing or discarding changes similar to the old draftID model. (i think work is being done to not save these changes but this is how it works today)
  • Slightly confusing seeing back to landing page in the document explorer menu

All this said, it still requires you to make the initial landing page for each customer (can be done programatically via the API). Let me know if this is unclear and I can try to explain more. Am also working on a blog post detailing this.


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