Refresh
Audience
Audience: Administrators
Overview
Chart Documents created using Builder (linked to a Master Chart ) and saved in Workbench can be set to automatically sync along with the source data.
Administrators can schedule this automatic refresh in the Document Settings: Refresh panel.
Accessing Refresh
Create a Chart Document, or open an existing on in Workbench.
Click on the
icon in the Workbench toolbar. The Document Settings: Changes panel is displayed by default.
Click on the Refresh tab in the left side menu.
Refresh Options
The following options are available:
Automatically Refresh Chart checkbox | Check to enable automatic refresh on the current Chart Document. |
Frequency | Select the frequency at which the current Chart Document refreshes against the linked data source. |
Time (GMT) | Select the time (GMT) at which the current Chart Document refreshes. |
Email Notification: | Email of user that will receive an email notification if the current Chart Document fails to refresh. |
Update Auto Refresh Schedule | Click on this button to preserve your auto-refresh schedule settings. |