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Merge pull request #276583 from AbbyMSFT/workbooks
Workbooks updates
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articles/azure-monitor/visualize/workbooks-link-actions.md

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@@ -3,7 +3,7 @@ title: Azure Workbooks link actions
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description: This article explains how to use link actions in Azure Workbooks.
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ms.topic: conceptual
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ms.custom: devx-track-arm-template
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ms.date: 04/18/2024
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ms.date: 05/29/2024
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ms.author: abbyweisberg
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ms.reviewer: gardnerjr
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---
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## Custom view link settings
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Use this setting to open **Custom Views** in the Azure portal. Verify the configuration and settings. Incorrect values cause errors in the portal or fail to open the views correctly. There are two ways to configure the settings: via the form or URL.
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Use this setting to open **Custom Views** in the Azure portal. You can configure the settings using the form or URL.
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<!-- convertborder later -->
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:::image type="content" source="./media/workbooks-link-actions/custom-link-settings.png" lightbox="./media/workbooks-link-actions/custom-link-settings.png" alt-text="Screenshot that shows the Custom link settings." border="false":::
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> [!NOTE]
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> Views with a menu can't be opened in a context tab. If a view with a menu is configured to open in a context tab, no context tab is shown when the link is selected.
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|Extension name| The name of the extension that hosts the name of the view.|
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|View name| The name of the view to open.|
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#### View inputs
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There are two types of inputs: grids and JSON. Use a grid for simple key and value tab inputs. Select JSON to specify a nested JSON input.
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There are two types of inputs: grids and JSON. Use a grid for simple key and value tab inputs. Use JSON to specify a nested JSON input.
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- Grid
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- **Parameter Name**: The name of the View input parameter.
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- **Parameter Comes From**: Where the value of the View parameter should come from. Select from **Cell**, **Column**, **Parameter**, and **Static Value** in [Link sources](#link-sources).
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#### Grid
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- **Parameter Name**: The name of the View input parameter.
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- **Parameter Comes From**: Where the value of the View parameter should come from. Select from **Cell**, **Column**, **Parameter**, and **Static Value** in [Link sources](#link-sources).
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> [!NOTE]
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> If you select **Static Value**, the parameters can be resolved by using brackets to link `"{paramName}"` in the text box. Columns can be treated as parameters columns by appending `_column` after the column name like `"{columnName_column}"`.
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- **Parameter Value**: Depending on the value in **Parameter Comes From**, this dropdown contains available parameters, columns, or a static value.
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:::image type="content" source="./media/workbooks-link-actions/custom-view-settings-grid.png" lightbox="./media/workbooks-link-actions/custom-view-settings-grid.png" alt-text="Screenshot that shows the Open Custom View settings pane." border="false":::
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#### JSON
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- Specify your tab input in a JSON format on the editor. Like the **Grid** mode, parameters and columns can be referenced by using `{paramName}` for parameters and `{columnName_column}` for columns. Selecting **Show JSON Sample** shows the expected output of all resolved parameters and columns used for the view input.
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- **Parameter Value**: Depending on the value in **Parameter Comes From**, this dropdown contains available parameters, columns, or a static value.
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<!-- convertborder later -->
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:::image type="content" source="./media/workbooks-link-actions/custom-tab-settings.png" lightbox="./media/workbooks-link-actions/custom-tab-settings.png" alt-text="Screenshot that shows the Edit column settings pane that shows the Get Custom View settings from form." border="false":::
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- JSON
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- Specify your tab input in a JSON format on the editor. Like the **Grid** mode, parameters and columns can be referenced by using `{paramName}` for parameters and `{columnName_column}` for columns. Selecting **Show JSON Sample** shows the expected output of all resolved parameters and columns used for the view input.
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:::image type="content" source="./media/workbooks-link-actions/custom-tab-json.png" lightbox="./media/workbooks-link-actions/custom-tab-json.png" alt-text="Screenshot that shows the Open Custom View settings pane with view input on JSON." border="false":::
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### URL
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articles/azure-monitor/visualize/workbooks-manage.md

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1. Select **Save**.
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By default, the workbook is auto-filled with the same settings, subscription and resource group as the LA workspace.
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By default, workbooks are saved to 'My Reports' and are only accessible by the individual user. You can also save the workbook directly to shared reports or share the workbook.
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You can save the workbook directly to shared reports or share the workbook. Keep in mind that the person you want to share with must have permissions to access the workbook as well as to all of the resources referenced in the workbook.
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## Share a workbook
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When you want to share a workbook or template, keep in mind that the person you want to share with must have permissions to access the workbook. They must have an Azure account, and **Monitoring Reader** permissions.
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When you want to share a workbook or template, keep in mind that the person you want to share with must have permissions to access the workbook as well as to all of the resources referenced in the workbook. They must have an Azure account, and **Monitoring Reader** permissions.
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To share a workbook or workbook template:
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1. In the Azure portal, select **Monitor**, and then select **Workbooks** from the left pane.
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1. The **Share workbook** or **Share template** window opens with a URL to use for sharing the workbook.
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1. Copy the link to share the workbook, or select **Share link via email** to open your default mail app.
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:::image type="content" source="media/workbooks-getting-started/workbooks-share.png" alt-text="Screenshot of the steps to share an Azure workbook.":::
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:::image type="content" source="media/workbooks-manage/workbooks-share.png" alt-text="Screenshot of the steps to share an Azure workbook.":::
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## Delete a workbook
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- The **Auto refresh** setting isn't saved with the workbook. Every time a user opens a workbook, **Auto refresh** is **Off** and needs to be set again.
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- Switching workbooks and going out of the gallery clears the **Auto refresh** interval.
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:::image type="content" source="media/workbooks-getting-started/workbooks-auto-refresh.png" lightbox="media/workbooks-getting-started/workbooks-auto-refresh.png" alt-text="Screenshot that shows workbooks with Auto refresh.":::
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:::image type="content" source="media/workbooks-manage/workbooks-auto-refresh.png" lightbox="media/workbooks-manage/workbooks-auto-refresh.png" alt-text="Screenshot that shows workbooks with Auto refresh.":::
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:::image type="content" source="media/workbooks-getting-started/workbooks-auto-refresh-interval.png" alt-text="Screenshot that shows workbooks with Auto refresh with an interval set.":::
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:::image type="content" source="media/workbooks-manage/workbooks-auto-refresh-interval.png" alt-text="Screenshot that shows workbooks with Auto refresh with an interval set.":::
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## Manage workbook resources
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