docs: dashboard-agent copy-to-edit, small multiples 5x5 grid, dashboard slug in builder - #11497
docs: dashboard-agent copy-to-edit, small multiples 5x5 grid, dashboard slug in builder#11497keydunov wants to merge 1 commit into
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…, dashboard slug in builder - Dashboard Agent now duplicates a view-only dashboard into a new workbook before applying an edit request, for users who can create workbooks but lack edit access to the specific dashboard (feat(dashboards) CUB-3052). - Small multiples grid maxes out at 5 x 5 (25 panels), not 5 x 4 as previously documented, matching the shipped MAX_GRID_COLUMNS/MAX_GRID_ROWS constants. - Dashboard slug is now also shown next to the title in the builder header. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01L7VFJBrzgiGeci6TUYohyx
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Claude finished @keydunov's task in 1m 24s —— View job Docs review: accurate and well-scoped — 0 blocking, 2 low (posted inline), 1 noteFull review
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Not verifiable from this repoThe 5 × 4 → 5 × 5 correction depends on No security, performance, or test-coverage surface — this is a docs-only change (3 |
| - **No authoring on published dashboards.** The published Dashboard Agent | ||
| cannot create reports or build dashboards, edit the saved dashboard, or change | ||
| the data model. Those live in the [Workbook Agent][ref-workbook-agent]. | ||
| never edits the saved dashboard, or changes the data model. Those live in the | ||
| [Workbook Agent][ref-workbook-agent]. If your edit request needs dashboard |
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Two things in this rewrite:
- Stray comma. The original was a three-item list (
create reports or build dashboards, edit the saved dashboard, or change the data model); with only two items the serial comma reads as a splice. - Dropped claim. "cannot create reports" was removed entirely, but the It can't list above still says the agent can't "Create reports or workbooks from scratch" — that constraint is unchanged by CUB-3052 and the Limitations bullet now reads as if it were lifted.
| - **No authoring on published dashboards.** The published Dashboard Agent | |
| cannot create reports or build dashboards, edit the saved dashboard, or change | |
| the data model. Those live in the [Workbook Agent][ref-workbook-agent]. | |
| never edits the saved dashboard, or changes the data model. Those live in the | |
| [Workbook Agent][ref-workbook-agent]. If your edit request needs dashboard | |
| - **No authoring on published dashboards.** The published Dashboard Agent never | |
| creates reports, edits the saved dashboard, or changes the data model. Those | |
| live in the [Workbook Agent][ref-workbook-agent]. If your edit request needs |
| card with an **Open copy in builder** button to take you there. The original | ||
| dashboard is never touched, and only you see the copy. | ||
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| If you don't have permission to create workbooks (the Viewer role), the agent |
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(the Viewer role) is narrower than the actual gate. Workbook creation is a permission — a custom role can withhold "Create and edit workbooks" without being Viewer, and the fallback applies there too. Phrasing it as the permission with Viewer as the example keeps it accurate:
| If you don't have permission to create workbooks (the Viewer role), the agent | |
| If you don't have permission to create workbooks (the Viewer role, for example), |
(Same nit applies symmetrically to the [Explorer role][ref-roles] or above on line 113, though "or above" already softens it.)
Check List
Description of Changes Made
Routine audit of recent
cubejs-enterprise(Cube Cloud) commits againstdocs-mintlify, filtered against the customer-facing criteria, turned up three small doc gaps:docs/explore-analyze/dashboards/dashboard-agent.mdx) — a recent change (feat(dashboards): agent duplicates a view-only dashboard before editing, CUB-3052) means the agent no longer just refuses an edit request on a dashboard you can't edit: if you can create workbooks yourself (Explorer role or above), it duplicates the dashboard into a new workbook you own and applies the edit there, leaving the original untouched. Added a new section documenting this and corrected the "It can't" / "Limitations" bullets, which were now stale.docs/explore-analyze/charts/configuration/small-multiples.mdx) — the page said the grid maxes out at 5 × 4 (twenty panels); the shippedMAX_GRID_COLUMNS/MAX_GRID_ROWSconstants and i18n strings (rows5) confirm it's actually 5 × 5 (twenty-five panels). Corrected both mentions.docs/explore-analyze/dashboards/index.mdx) — a recent change surfaces the dashboard's slug next to the title in the builder header once set. Added one clarifying sentence.No large undocumented features were found in this pass (nothing warranting a new dedicated page / Linear ticket).
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