Open Visualizer Type/Visualizer on a Specific UI with Configuration Option

Overview

You can use the configuration option to take you to a specific UI.

Note:


  1. This method is applicable only for those Visualizer Types that are configured with both Value Collaborator and Discovery Wizard.


  2. The links cannot be updated once a Visualizer Type has been pushed into production.

Step-by-Step Guide


  1. Follow the steps to Access the Visualizer Types Page.



  1. Select a Visualizer Type from the list.



  1. Click Advanced on the Visualizer Type page. It expands to show a list of menu items.



  1. Click Configuration.


  1. You need to work on the code under the Advanced Settings section, so scroll down.



  1. To land on a specific UI, you need to update three links. They are Prototype link, Create Visualizer URL, and Visualizer URL.


  1. When you copy the links to a notepad, you can see that all three links are Value Collaborator UI links.


Replacing Prototype Link with DW Link


  1. Click Prototype on the Visualizer Type page and as mentioned above it takes you to the Value Collaborator UI.



2, On the same Visualizer Type page, click Discovery Wizard.




  1. As the Discovery Wizard UI opens, copy its link.



  1. Click Configuration on the same Visualizer Type page. Replace the first link i.e. the Prototype link with the DW link. Ensure not to remove the double quotes.


  2. Click Save.


    The Prototype link would be:


"prototype_link": "https://www.visualize-roi.com/vr/customer/ui/DiscoveryV2/#/?script_id=[prototype_id]",
  1. Click the Prototype tab on the Visualizer Type page and it will open the Discovery Wizard UI, not the Value Collaborator UI.


Replacing Create Visualizer URL with DW Link


If the Visualizer Type is configured with Value Collaborator and Discovery Wizard, it automatically takes you to the Value Collaborator UI when a Visualizer is created.

Instead of Value Collaborator, if you want to land on Discovery Wizard UI, you must replace the Create Visualizer URL with the DW link.


  1. Click Configuration on the same Visualizer Type page. Replace the second link i.e. the Create Visualizer URL with the DW link. Ensure not to remove the double quotes.


  2. Click Save.


    The Create Visualizer URL would be:

"create_visualizer_url": "https://www.visualize-roi.com/vr/customer/ui/DiscoveryV2/#/",
  1. Follow the steps to Push a Visualizer Type into Production.


  2. Follow the steps to Create a Visualizer.


  3. Once you create a visualizer, you are automatically taken to the Discovery Wizard UI, not the Value Collaborator UI.


Replacing Visualizer URL with DW Link


If the Visualizer Type is configured with both Value Collaborator and Discovery Wizard, after creating a Visualizer, you can access both the Value Collaborator UI and the Discovery Wizard UI.

If you do not want anyone to access the Value Collaborator UI, then you need to replace the Visualizer URL with the DW link.


  1. Click Configuration on the same Visualizer Type page. Replace the third link i.e. the Visualizer URL with the DW link. Ensure not to remove the double quotes.


  2. Click Save.


    The Create Visualizer URL would be:


"visualizer_url":  "https://www.visualize-roi.com/vr/customer/ui/DiscoveryV2/#/?script_id=[visualizer_id]",
  1. Follow the steps to Push a Visualizer Type into Production.


  2. Follow the steps to Create a Visualizer.


  1. Click the newly created Visualizer and you will be shown both. However, when you click Value Collaborator, you will be taken to the Discovery Wizard UI only.


  1. When you click the Configuration tab and copy the links to a notepad, you can see that all three links are Discovery Wizard UI links.


  2. By using similar method, you can also replace the DW links with VC links.

VC Links for Replacing DW Links


"prototype_link": "https://www.visualize-roi.com/vr/customer/ui/VisualizeROI/ValueCollaborator/#/?script_id=[prototype_id]",
 "create_visualizer_url": "https://www.visualize-roi.com/vr/customer/ui/VisualizeROI/ValueCollaborator/#/",
 "visualizer_url": "https://www.visualize-roi.com/vr/customer/ui/VisualizeROI/ValueCollaborator/#/?script_id=[visualizer_id]",


DW Links for Replacing VC Links


"prototype_link": "https://www.visualize-roi.com/vr/customer/ui/DiscoveryV2/#/?script_id=[prototype_id]",
"create_visualizer_url": "https://www.visualize-roi.com/vr/customer/ui/DiscoveryV2/#/",
"visualizer_url": "https://www.visualize-roi.com/vr/customer/ui/DiscoveryV2/#/?script_id=[visualizer_id]",


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