Customising the embedding

Customisations can impact both detailed and compact embeddings

Embeddings can be customised at 2 levels

  • Global: Customisations that affect all embeddings

  • Per Embedding: Local customisations specific to each embedding


Global customisations

Global customisations are configured in Platform settings (Settings → Platform Settings).

Disabling a component will override all Per embedding customisations

Embedded Profile Global Settings

Description

Values

Compact embedding profile show data quality

Show data quality chip on all compact embedding

True or False

Compact embedding profile show issue button

Show add issue button on all compact embedding

True or False

Compact embedded profile show issues

Show open issues chip on all compact embedding

True or False

Compact embedded profile show open in K

Show open in K button on all compact embedding

True or False

Compact embedded profile show terms

Show linked terms chip on all compact embedding

True or False

Detailed embedded profile show data quality

Show data quality section on all detailed embedding

True or False

Detailed embedded profile show issue button

Show add issue button on all detailed embedding

True or False

Detailed embedded profile show knowledge

Show knowledge section on all detailed embeddings

True or False

Detailed embedded profile show open in K

Show open in K button on all detailed embeddings

True or False

Detailed embedded profile show open issues

Show open issues section on all detailed embeddings

True or False

Detailed embedded profile show sheets

Show sheets section on all detailed embeddings

True or False

Detailed embedded profile show terms

Show linked terms section on all detailed embeddings

True or False

Embedded profile relationship limit

Configures the number of sheets, terms, issues and knowledge displayed in each section

10, 20, 30, 40 or 50

Enable embedded profiles

Enables embedded profiles across all reports and sheets

True or False

Issue button target

Adjusts the target action of the Open issue button. Opens either the K profile or a custom URL

K profile or URL

Issue button URL

Custom URL used for the issue button target. Can be used to direct the user to a third parry issue management tool like ServiceNow

Free text


Per embedding customisations

When you create an embedding you can select specific customisations just for that embedding.

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Per embedding customisations

Applies to

Description

Values

Show sheets

Detailed embeddings only

Show the sheets section

True or False

Show Terms

Detailed embeddings only

Show the term section

True or False

Show Data Quality

Detailed embeddings only

Show the data quality section - only failed DQ tests are displayed

True or False

Show Issues

Detailed embeddings only

Show the issue section

True or False

Show Knowledge

Detailed embeddings only

Show the knowledge section

True or False

Show Add Issues button

Detailed & compact embeddings

Shows the add issue button. The button opens either the K profile or the Issue target URL

True or False

Show Open in K button

Detailed & compact embeddings

Shows the open in K button

True or False


Example 1: Detailed embedding with all components visible

image-20261012-100404.png

Example 2: Detailed embedding with only Terms visible

image-20261012-100433.png


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