Who can use this feature?
- Auto-refresh allows desktops/dashboards to reload modules after a set internal has passed, without action from end users.
- Users with Work Management access can enable Auto-Refresh on their desktops/dashboards.
- Users with TDAdmin access can enable Auto-Refresh on desktop/dashboard templates.
Dashboards are part of the new Work Management interface. For more info on the interface updates, go to these articles:
Enabling Auto-Refresh on Personal Desktops/Dashboards
To enable Auto-Refresh on a desktop:
- In Work Management, go to the Desktop tab.
- On the Desktop toolbar, click Manage Desktops (gear icon).
- Select the desktop you want to edit.
- Go to the Details tab.
- Enable the Enable-Auto-Refresh setting.
- Click Save.
To enable Auto-Refresh on a dashboard:
- On the Work Management homepage, click Manage Dashboards.
- Select the dashboard you want to edit.
- Click Edit Dashboard Settings (gear icon).
- Enable Auto-Refresh.
- Click Save.
Enabling Auto-Refresh on Desktop/Dashboard Templates
Enabling Auto-Refresh on a desktop/dashboard template will automatically apply Auto-Refresh to any linked desktops/dashboards you've shared with users.
To check if a desktop/dashboard you shared is linked to the template, check the user's Desktop/Dashboard table in TDAdmin.
To enable Auto-Refresh on a desktop template:
- In the TDAdmin navigation menu, click Desktop Templates > Desktop Templates.
- Select the desktop template you want to edit.
- Go to the Details tab.
- Enable the Enable Auto-Refresh setting.
- Click Save.
To enable Auto-Refresh on a dashboard template:
- In the TDAdmin navigation menu, click Dashboard Templates > Dashboard Templates.
- Select the dashboard template you want to edit.
- On the Edit Dashboard toolbar, click Edit Dashboard Settings (gear icon).
- Enable Auto-Refresh.
- Click Save.