![]() You’ll have that by default if you are the owner, but you might need to add it for other users. To download a flow, you need download permissions. In addition, you can specify who can view and run the flow.ĭownload: You can download a flow to view or modify it using Tableau Prep Builder. Permissions: You can set permissions for users and specify if they can perform edit actions like save, download, move to a different project and delete. Open the Flow, from the Overview tab, select Actions, and click Tag.Ĭhange Owner: Administrators and flow owners can change owners, and only to themselves. To add a tag to a specific flow you can do it from the list of flows as described above. Navigate to the list of flows, select one or more items you want to tag, select Actions and click Tag. But you can also add tags to any workbook, view, or data source that you are allowed to access and you can delete any tags you have added. Authors can add tags to flows when they publish it. Tag: Tags are keywords you can create for flows to help you find, filter, and categorize content. Navigate to the list of flows, select one or more flows you want to run, select Actions and click Run Now. Note: The Data Management is not required to manually run flows, but is required to schedule flows to run. Run flows: You can manually run a flow in addition to creating scheduled flows tasks that run at a specific time.For more information, see Autosave and working with drafts. When you're finished, publish your flow to commit your changes and create a new version of the flow. When you edit a flow, your changes are moved to a draft state. ![]() Navigate to the list of flows, select Actions and click Edit Flow, or open a flow and click the Edit button. For more information, see Tableau Prep on the Web.Įdit flows: Starting in version 2020.4, as a Creator you can edit flows directly on the web. From the Home page, click Create > Flow or from the Explore page, click New > Flow. Managing your flowsįollowing is a list of actions you can take to manage your flows:Ĭreate flows: Starting in version 2020.4, as a Creator you can create flows directly on the web. Note: The content in this topic applies to both Tableau Server and Tableau Cloud, exceptions are called out specifically. This topic describes the various actions you can take to manage your flows. Once you publish a flow to Tableau Server or Tableau Cloud, you can manage your flows and make changes to them as necessary.
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