1. Business Intelligence Connector
  2. Publishing Lists

Publishing Lists

Note:

The functionality described in this topic requires the following features and role permissions. Contact your account administrator if you are not sure about the features enabled for your SuiteProjects Pro account or about your role permissions.

  • Features:

    • Business Intelligence Connector

    • Save list layouts

  • Role permission: Publish list view via BI Connector

The Business Intelligence (BI) Connector feature lets you publish lists and make the list data available for import into any BI tools supporting OData V4/JSON or for use within your form and scheduled scripts in SuiteProjects Pro.

Published list data is updated in real-time and available instantly to your connected BI tools. If your BI tools are configured to refresh automatically, the data you see in these tools will synchronize with the list data in SuiteProjects Pro during every refresh. For more information, see Connecting BI Tools to Your OData Feed.

By default, your published lists are private — only you can access your published list data. You can make your published lists public, that is, available to all active employees in your company's SuiteProjects Pro account. Employees accessing public published lists have access to the same data they normally have access to in SuiteProjects Pro. Data access privileges are set by account administrators using filter sets and the same filter sets apply whether you view list data in the SuiteProjects Pro UI or view published list data in a connected BI tool.

You can view and manage the list of available published lists. See Managing Published Lists.

Note:

The BI Connector feature supports all major lists from the Expenses, Invoices, Projects, Purchases, Resources, Timesheets and Workspaces applications. The following lists are currently supported:

  • Expenses — Expense reports, Authorizations, Alerts

  • Invoices — Invoices, Charges

  • Projects — Bookings, Projects, Tasks, Issues, Alerts

  • Purchases — Purchase requests, Purchase orders, Fulfillment, Fulfillments

  • Resources — Resources, Bookings, Alerts

  • Timesheets — Timesheets, Time entries, Time off requests, Leave accrual, Alerts

  • Workspaces — Workspaces, Discussions, Documents, Alerts

  • Administration – Global Settings — Contacts, Customers, Job codes

To publish a list:

  1. Go to the list you want to publish.

  2. Select one of your list layouts or create a new one based on the active configuration. For more information about list layouts, see Personalized List LayoutsAdministrator Guide.

  3. Click Edit properties in the List Layouts panel, or click Save as ... if you are creating a new list layout.

  4. In the Edit list view settings (or New list view settings) form, select one of the available options under Publishing to BI Connector:

    • Do not publish — the list will not be published (this is the default setting).

    • Publish as private — the list will be published, but only the user publishing it can access the data.

    • Publish as public — the list will be published and available for any user to access. This option respects role permissions and rules for data access, so users can only see data which their role allows them to see.

    List layout settings popup window.

  5. Click Save.

  6. You can connect your BI tools to your published list data and work with your list data from your BI tools. See Connecting BI Tools to Your OData Feed.

Managing Published Lists

You can view and manage the published lists available for consumption. Administrators and users with the View and modify all saved list views role permission can view and manage all published lists on the account from the Administration module.

When the BI Connector feature is enabled for your account, the Manage list view settings page shows the following columns:

  • Publish status — Shows whether the list is published as a private resource (available to the list layout owner only), as a public resource (available to all users), or not at all.

  • Last published — The date and time when the list layout was last saved.

  • OData resource name — Use the OData resource name to access the published list in your OData feed.

Other list layout properties provide additional details about the published list including Owner which shows the name of the employee who published the list.

You can delete a list layout. After you delete a list layout, the published list associated with that list layout is no longer available.

To manage the lists you published:

  1. Go to the list.

  2. Click Manage saved list views from the List Layouts panel. The “Manage list view settings” popup displays the list of configurations you saved for this list.

    To delete a list layout and the associated published list, click the delete icon Delete icon in the Actions column.

    Note:

    If you have no saved configurations for this list, the Manage saved list views option is disabled.

To manage all published lists on the account:

  1. Go to Administration > Global Settings > Organization > Saved List Views.

    The Manage list view settings page appears. It lists all the lists published by all users across your SuiteProjects Pro account.

    To delete a list layout and the associated published list, click the delete icon Delete icon in the Actions column.

    Manage list view settings administration page.

Related Topics