diff --git a/docs-mintlify/docs/explore-analyze/notifications.mdx b/docs-mintlify/docs/explore-analyze/notifications.mdx index 76395482414e5..e5e2be08b8ba2 100644 --- a/docs-mintlify/docs/explore-analyze/notifications.mdx +++ b/docs-mintlify/docs/explore-analyze/notifications.mdx @@ -21,6 +21,14 @@ Notifications are configured as part of a [scheduled refresh][ref-scheduled-refr When creating or editing a schedule, click **Add notification** to expand the notification configuration card. + + +To send the same dashboard to another channel or recipient list, [duplicate an +existing schedule][ref-duplicate] instead of configuring the notification from +scratch — the copy carries over the source schedule's notification settings. + + + ### Delivery channel Toggle between two delivery channels: @@ -73,4 +81,6 @@ This is a one-time setup. Once connected, you can select any channel your Slack workspace has access to. [ref-roles]: /admin/users-and-permissions/roles-and-permissions -[ref-scheduled-refreshes]: /docs/explore-analyze/scheduled-refreshes \ No newline at end of file +[ref-scheduled-refreshes]: /docs/explore-analyze/scheduled-refreshes +[ref-duplicate]: /docs/explore-analyze/scheduled-refreshes#duplicating-a-schedule +[ref-scheduled-refreshes]: /docs/explore-analyze/scheduled-refreshes diff --git a/docs-mintlify/docs/explore-analyze/scheduled-refreshes.mdx b/docs-mintlify/docs/explore-analyze/scheduled-refreshes.mdx index c002922279073..69d42f2089e39 100644 --- a/docs-mintlify/docs/explore-analyze/scheduled-refreshes.mdx +++ b/docs-mintlify/docs/explore-analyze/scheduled-refreshes.mdx @@ -73,6 +73,9 @@ The sidebar lists all existing schedules with the following information: - **Enable/disable toggle** — turn schedules on or off without deleting them. - **Next run time** — shows the next scheduled execution, or "Disabled" if the schedule is off. +- **Notification channel** — when a [notification][ref-notifications] is + configured, the card shows its delivery channel, for example "Notification: + Email" or "Notification: Slack (#channel)". ### Actions @@ -80,8 +83,27 @@ The sidebar lists all existing schedules with the following information: | --- | --- | | Run now | Manually trigger the schedule immediately | | Edit | Open the form dialog to modify the schedule | +| Duplicate | Create a new schedule pre-filled from this one (see [Duplicating a schedule](#duplicating-a-schedule)) | | Delete | Remove the schedule permanently | +## Duplicating a schedule + +To create a new schedule based on an existing one — for example, to send the +same dashboard to another Slack channel or a different set of recipients without +re-entering the frequency, timezone, and notification settings — you can +duplicate it. There are two ways: + +- **From the sidebar** — click the duplicate (copy) icon on a schedule card. The + form dialog opens pre-filled with that schedule's frequency, timezone, and + notification configuration. Adjust anything you need, then click **Save** to + create the new schedule. +- **From the edit dialog** — while editing a schedule, click **Save as copy** in + the dialog footer. This creates a new schedule from the current form values, + including any unsaved changes, instead of updating the original. + +Duplicates are independent schedules: the original is left unchanged, and the +copy keeps the source schedule's enabled or disabled state. + ## Run phases When a scheduled refresh runs, it progresses through these phases: