Channel management

The Channel Management module provides a preview of all channel metadata available on a given app's keyset and lets you:

To start managing your channel and membership data, follow these steps:

  1. Log into the Admin Portal.
  2. Go to the BizOps Workspace section in the left navigation panel.
  3. Select Channel Management.
  4. Choose an app and a keyset on which you want to manage channels.
  5. If needed, configure your keyset following on-screen instructions.

Create channels

Follow these steps to create a channel:

  1. Once on the main Channel Management screen, click the Create Channel icon.

    Create channel - button

    The channel creation modal pops up.

    Create channel

  2. Fill in the details (only ID is required) and click the Create Channel button.

    The newly created channel will appear on the list.

    Channel list

    To learn more about the channel fields, refer to App Context methods.

Import channels

You can test the Channel Management feature on a set of sample data without the need to manually create channels.

If you have access to Insights, you get a preview of channel data on your app's keyset even if you don't use App Context to store and manage it.

You can use that data from Insights, and import it to Channel Management as sample channels.

Click the Import from Insights button to get from your app's keyset a maximum of 20 channels with the highest number of messages published within the last day that contained the requested data (for example, if no messages were sent yesterday, channels will be imported based on data from a day before).

Top 20 Insights channels

After importing the Insights data, it gets stored in App Context, and channel objects appear in Channel Management. The imported channels have:

  • The name that is the same as ID imported from Insights
  • The imported type
  • The sent_messages custom field with the fixed number of messages published at the time of the import (criteria used for importing the top 20 channels).

If some of the imported channel data is already present in App Context, it gets skipped during the import.

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Under the hood

Update channels

Follow these steps to update the metadata of an existing channel.

  1. Click the channel entry (any column) or the "More actions" icon next to the channel and select View Channel.

    Update channel actions

  2. Edit the field you want to update and click the Save button.

    Edit channel

Delete channels

You can delete an existing channel in one of the following ways.

Delete single channel

Follow these steps from the main Channel Management view:

  1. Select the channel to remove and click the Delete button.

    Delete channel

  2. When a modal pops up, click Confirm.

Delete multiple channels

To remove multiple channels at once, follow these steps from main Channel Management view:

  1. Select the channels to remove and click the Delete button.

    Delete channels

  2. When a modal pops up, click Confirm.

Manage membership

Manage user-channel membership from the Channel Management section.

Add membership

You can create user-channel membership in one of the following ways.

Follow these steps from the main Channel Management view:

  1. Click the "More actions" icon next to the channel and select Assign Users.

    Assign users

  2. Select the user on a modal and click the Add button.

    Add users

Update membership

Follow these steps to update details on the user-channel membership.

  1. Click the channel entry (any column).

    Channel entry

  2. Scroll down and click the View Memberships button at the bottom.

    View membership

  3. Click the user entry (any column) or the "More actions" icon next to the user and select View Membership.

    User membership details

  4. Update the field(s) and click the Save button.

    Update membership

Delete membership

Follow these steps to remove users from a channel (delete membership).

  1. Click the channel entry (any column).

    Channel entry

  2. Scroll down and click the View Memberships button at the bottom.

    View membership

  3. Select the user entry and click the Delete button or select the "More actions" icon next to the given channel and click Delete. Confirm your choice on the pop-up modal.

    Delete membership

  4. Alternatively, click the user entry (any column) or the "More actions" icon next to the channel and select View Membership.

    User membership details

    Then, click the Delete button and Confirm when a modal pops up.

    Delete membership - button

Bulk delete

If there is more than one member of the channel, you can remove multiple memberships at once.

  1. Follow the steps 1-2 described in the Delete membership section.

  2. Select user memberships you want to remove and click the Delete button.

    Delete bulk membership

  3. When a modal pops up, click Confirm.

Filters

You can filter channels and related user membership using the Filters icon on the channel and membership list views.

Filters button

After choosing this option, you can filter channels or memberships through all available fields apart from the custom ones. Choose Category, Operator, and Value.

Filter field

Click Add Field to add additional filtering rows.

This way, you can add multiple filters for different categories.

Multiple filters

Advanced filtering

You can also click the Switch to advanced filtering button to add advanced filtering that can include custom fields.

Advanced button

In the modal field, enter the expression using App Context Filtering Language.

Advanced filtering search

For example, to find all channels with support in the name that have the active status and have Discussion as a custom field (Purpose), enter (name LIKE '*support*') && (status == "active") && (purpose == "Discussion") and press Apply filters.

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