﻿To set or modify dashboard permissions, click the Permissions tab. Dashboards can be accessible through role-based access control.

If you have permission, you can also set up private dashboards. A private dashboard can only be viewed or modified by whoever created the dashboard. Administrators or the creator of the dashboard can delete a personal dashboard.

Create or Edit Dashboards

Set Dashboard Permissions

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Edit Reports

Swimlane (10x) User Guide

Welcome to Swimlane

Customize Your User Profile

Key Terms and Concepts

Navigation Basics

Run Swimlane on AWS

Introduction

Build an Application

Create the Initial Workflow

Customize Record Views

Add More Workflow Detail

Test Record Automation

Create a Python Integration Task

Test the Latest Automation in Records

Learn the Basics

Create an IMAP Email Asset

Create a Suspicious Emails Application

Create a Suspicious Emails Task

 Verify That Your Task Works

Create a VirusTotal Asset and Task

Add Parsing Detail to the Suspicious Emails Task

Add Automation to the Suspicious Emails Application

Test Your VirusTotal Automation

Automate a VirusTotal Analysis

Getting Started Guide

Navigate Workspaces and Dashboards

Create or Edit User Dashboards

Create or Edit Cards

Workspaces and Dashboards

Customize the List of Records

Search Record Data

Lock Records

Restrict Records

Coedit Records

Manage Server Conflicts in Records

Lookup and Create References within Records

Modify a Record

Bulk Modify Records

Share Records

Records and Workflow

View Record History

Correlate Records

Export Record Data

Import Record Data

Application Records

Keyword Search and Filter

Create and Save Reports

Share Reports by Schedule

Share Reports by Email

Download Reports

Share Reports

Chart Types

Measures and Dimensions

Chart Options

Colors

Sorting

Drill-in

Charts

Reports

Manage Applications and Applets

Define the Foundation

Create the Layout

Select Fields and Assign Field Properties

Add Applets

Calculation Builder

View Revision History

Export Templates

Application Builder

Data Retention

Build an Applet

Applets and Tasks

Applets and Workflow

Export Applets

Import Applets

Applet Builder

Import Swimlane Solution Packages

Export Swimlane Solution Packages

Swimlane Support Packages

Conditions

Repeats

Create and Update Workflow

Actions

Create Export Templates from Workflow

Workflow

Widgets Editor

Record Widgets

Report Widgets

Widget Code Structure

Widgets

Applications and Applets

Swimlane Hero AI Help Chatbot

Crafted AI Prompts

Hero AI

Create or Edit a Task

Configure Task Input

Python Task Logging

Review, Discover, and Add Output Parameters

Map Output for Creating or Updating Records

Map Other Types of Output

JSONpath in Python Tasks

Configure Task Output

Upload and Manage Plugins

Create or Edit an Asset

Create or Edit the Key Store

Upload Scripts and Tasks

Install or Upload Python Packages

Integrations

Create or Edit Workspaces

Workspace Management

Role Permissions

User Permissions

Group Permissions

Application Permissions

Field-level Permissions

Permissions

Usage Metrics

Enable SAML for SSO

SAML Auto-Provisioning

Enable Two-Factor Authentication

Force SSO

Sessions and Security

Configuration

Licensing

Directory Services

Advanced

Email and PDF Settings

Background Jobs

Settings