Notes
Tasks
Partly today
- ((69a2a1cc-fc1f-4802-ba56-48183fa9e9a5))
Done
DONE Showbie use case - embedded dashboard QA
Requirements
- Showbie’s product team wants to review and approve dashboards before they go live to end customers.
- The PM needs to preview what the dashboard will look like when embedded in Showbie’s app (and not just an internal Holistics view that might look different).
- Scope: both internal (within Holistics) and external (in Showbie’s app)
- Where customers interact with dashboards.
- Dashboards should not be visible to customers until they’ve been approved.
- The QA process is specifically about verifying the visual design and presentation of dashboards, not just data correctness.
Possible approaches:
- Having 2 dashboards: staging and production. Publish and embed the staging dashboard first. Let PMs review. If everything okay, copy-paste into prod dashboard. Publish and embed into production app.
- Having a second tenant for staging.
Discussed with team (anh Tai / Huy) in person, decided:
- When a PM wants to review an embedded dashboard, he clicks link (points to Development -> Embed Portal) then preview.
- Every dashboard changes within that branch still actively reflects on the embed preview in development.
- DONE Review monitoring dashboard DE-187