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PlaidCloud

Sharing Links to Projects, Workflows, Tables, and App Screens

PlaidCloud keeps the address bar in step with what you have open. Open a workflow, a table, a dimension, or a screen in Dashboards, Documents, or Identity, 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 screen you want to share — a project, workflow, table, dimension, data editor, or a screen in one of the other apps.
  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”

Analyze

Section titled “Analyze”
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.

Dashboards, Documents, and Identity

Section titled “Dashboards, Documents, and Identity”

Screens in the other apps are named directly, so their links read as the screen itself:

App Screen Link
Dashboards My Dashboards #dashboard.dashboards
Dashboards Apps #dashboard.panel_apps
Dashboards Jupyter Lite #dashboard.jupyterlite_deployments
Documents All Accounts #document.accounts
Documents Shared Accounts #document.shared_accounts
Documents Private Accounts #document.private_accounts
Documents Browsing one account’s files #document.browser~…
Identity Members #identity.members
Identity Member Directory #identity.member_directory
Identity Distribution Lists #identity.distro.lists
Identity Security Groups #identity.security_groups
Identity Security Group Audit #identity.security_group_audit
Identity Scopes #identity.scopes
Identity Sessions #identity.sessions
Identity API Clients #identity.api_client_list
Identity Security Log #identity.security_log

Some screens remember a setting in the link — the Members and Member Directory lists each keep whether you were looking at All, Active Only, or Inactive Only, and browsing an account keeps which account — which your browser shows as an encoded suffix after the screen name. Copy and paste the whole URL and it opens the screen you were on; opening it when that screen is already up brings that window forward rather than stacking a second one.

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.
  • However you got there. Opening a workflow from the activity stream, a Home card, a Drill to Workflow action, a “where used” listing, or the log updates the link just as opening it from the project’s Workflows list does — and so does re-opening the screen you are already on.
  • Selecting a window’s tab along the bottom of the screen puts that window’s link back in the address bar, so switching between open screens keeps the URL honest.
  • Switching to an app where nothing linkable is open clears the link rather than leaving it pointing at the app you just left.
  • 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”