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PlaidCloud

Sharing Links to Projects, Workflows, and Tables

PlaidCloud keeps the address bar in step with what you have open. Open a workflow, a table, or a dimension, and the URL becomes a deep link to it — copy that URL, paste it into a message or a ticket, and whoever opens it lands on the same screen.

Section titled “Copying a Link”
  1. Open the object you want to share — a project, workflow, table, dimension, or data editor.
  2. Copy the whole URL from your browser’s address bar.
  3. Send it on.

There is no separate “share” button: the address bar is the link. Your browser’s bookmark feature works on these URLs too, so a screen you return to often can be bookmarked like any other web page.

Section titled “What You Can Link To”
Screen Link ends with
Project #p~<project>
Workflow (Steps grid) #p~<project>~w~<workflow>
Workflow (Visual Workflow Designer canvas) #p~<project>~c~<workflow>
A step inside a workflow …~w~<workflow>~s~<step> or …~c~<workflow>~s~<step>
A step on its own #p~<project>~s~<step>
Table Explorer #p~<project>~t~<table>
Dimension hierarchy #p~<project>~d~<dimension>
Data editor #p~<project>~e~<editor>
Home #home

The project part of the link is your project’s schema when it has a custom one, so links read as #p~acme_budget~w~… rather than as a string of hexadecimal. Projects left on the default schema use the project’s own identifier instead. Both forms open the same project, so an older link keeps working after a schema is set.

Section titled “What Happens When Someone Opens a Link”
  • The owning project opens too. A link to a workflow, table, step, dimension, or data editor also opens its project as a tab along the bottom of the screen, so the recipient arrives with the surrounding context rather than a single window floating on its own.
  • A step link selects the step. A link to a step inside a workflow opens the workflow and highlights that step — on the Visual Workflow Designer canvas, the step’s node is selected.
  • A dimension opens ready to edit when the project is unlocked, and read-only when it is locked — the same rule that applies when you open it from the project.
  • Refreshing keeps you where you are. Reloading the page reopens what the link names, rather than dropping you back to the start.

Moving Between Screens

Section titled “Moving Between Screens”

The URL follows what you are looking at:

  • Opening a screen updates the address bar, and your browser’s Back button returns you to the previous one.
  • Closing a window puts the URL back to where you opened it from. Close a table you opened from a workflow canvas and the URL returns to that canvas; close one you opened from a project and it returns to the project.
  • Closing the last window for a project clears the link.
Section titled “Links Saved Before This Change”

Links in the older #te?p=…&t=… style still work. Opening one takes you to the same place and quietly rewrites the address bar into the current form, so re-copying it from there gives you the newer, more readable link.

Section titled “Related”