From 4f12a8ab9d2427477d61dd8bf21879fc3ccd74b0 Mon Sep 17 00:00:00 2001 From: Gleb Sologub Date: Tue, 14 Jul 2026 15:08:30 +0200 Subject: [PATCH] docs: document duplicating scheduled refreshes Adds documentation for the duplicate action on dashboard scheduled refreshes: - New "Duplicating a schedule" section covering both flows (the card's duplicate icon and the edit dialog's "Save as copy"), and that copies are independent and preserve the source's enabled/disabled state. - Duplicate row in the schedule Actions table. - Notes the notification-channel line now shown on schedule cards. - Cross-links the flow from the Notifications page. Also fixes the stale /analytics/* cross-links on these two pages to the canonical /docs/explore-analyze/* paths. Co-Authored-By: Claude Opus 4.8 --- .../docs/explore-analyze/notifications.mdx | 11 ++++++++- .../explore-analyze/scheduled-refreshes.mdx | 24 ++++++++++++++++++- 2 files changed, 33 insertions(+), 2 deletions(-) diff --git a/docs-mintlify/docs/explore-analyze/notifications.mdx b/docs-mintlify/docs/explore-analyze/notifications.mdx index 1c79384b69dc1..0d4f83f1ae97a 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 +81,5 @@ 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]: /analytics/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 \ No newline at end of file diff --git a/docs-mintlify/docs/explore-analyze/scheduled-refreshes.mdx b/docs-mintlify/docs/explore-analyze/scheduled-refreshes.mdx index 92c1028c34086..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: @@ -95,4 +117,4 @@ When a scheduled refresh runs, it progresses through these phases: The sidebar shows real-time status updates during execution. [ref-roles]: /admin/users-and-permissions/roles-and-permissions -[ref-notifications]: /analytics/notifications \ No newline at end of file +[ref-notifications]: /docs/explore-analyze/notifications \ No newline at end of file